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Category Archives: Estate Planning

CoupleSon

Transferring Property To Your Children Outside Of Probate: What Not To Do

By William Rambaum, P.A. |

A large body of Internet content justifies its existence based on the assumption that taxes are for chumps.  While estate planning lawyers certainly do not encourage tax fraud or tax evasion, they do help you benefit from laws that enable you and your heirs to pay lower taxes based on how you allocate your… Read More »

OlderCouple2

3 Stress-Free Sources Of Passive Income For Retirees

By William Rambaum, P.A. |

One of the best things about being retired is that your identity is no longer tied to things you do to make money.  When you are retired, you get to spend your time doing the things that you find the most meaningful and enjoyable, whether that means visiting family and friends, sharing the products… Read More »

InheritanceLaw

Maybe Early Inheritance Isn’t Such A Great Idea

By William Rambaum, P.A. |

If you have enough money that you could afford to retire, but you are still working, your motivation might be the desire to help your children and grandchildren pay for things that they want and need.  As you sit in rush hour traffic, you might daydream about the things your children might do with… Read More »

BaseballCard

For Memorabilia Collectors, Estate Planning Can Be Fun

By William Rambaum, P.A. |

When you were a kid, collecting baseball cards was fun; once you went to college, many of your peers had outgrown the hobby.  Meanwhile, your parents started telling you that your baseball card collection was kid stuff, and at some point, they might have even given you a deadline to get your own apartment… Read More »

RetiredLadies

Millennial Golden Girls: The New Retirement Planning Strategy?

By William Rambaum, P.A. |

The more things change, the more they stay the same.  Perhaps in 2060, kids will have the same response to the question “What did you do during summer vacation?” as they have now.  They will still say, “I went to Florida to visit my Grandma.”  Visiting Grandma in Florida might be different when millennials… Read More »

Planning2

Is It Worth It To Borrow For Your Children’s Education Instead Of Saving For Retirement?

By William Rambaum, P.A. |

If you want to help your children pay for their college education even though the amount you were able to save for them before they graduated, it does not make you a helicopter parent.  If you are the parent of a recent high school graduate, then the price of a four-year college degree has… Read More »

EstPlan23

Who Needs An Estate Plan When You Have Life Insurance?

By William Rambaum, P.A. |

Life insurance is one of the least fun things a person can buy.  It invites gallows humor, like, “I’m worth more dead than I am alive.”  As people return to social events after a year of isolation where there was nothing to do but watch newscasters count the number of people who had died… Read More »

Planning4

Gender-Related Estate Planning Challenges For Women

By William Rambaum, P.A. |

It is an understatement that women hear so many mixed messages about health, finances, and interpersonal relationships that the only way to stay sane is to tune them all out.  Most maddening is being told to live in the moment by being told that you have to be prepared for everything.  After years of… Read More »

Retire2

The Case For Delaying Retirement

By William Rambaum, P.A. |

After a year of social isolation, it feels amazing to social in person with anyone, even people you don’t particularly like.  If anything, when a live person is in your presence, a lot of people’s impulse is to reminisce about the things you are thankful for.  Maybe you are grateful to be back to… Read More »

EstPlan16

Turning A Family Business Into A Family Heirloom

By William Rambaum, P.A. |

Some people consider it a dream come true to go into business with their siblings, and some parents’ greatest wish is to retire and see all of their children take over the family business together.  Often, though, family businesses can become a venue for sibling rivalry, and once aunts, uncles, and cousins get involved,… Read More »

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