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Category Archives: Estate Planning

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TOD and POD Provisions Can Help Your Heirs Inherit Assets from You with Less Hassle

By William Rambaum, P.A. |

In a will, you specify which assets will go to which of your family members or other heirs upon your death, but wouldn’t it be nice if the assets specified this for themselves?  In fact, in some instances, they do.  Transfer on death (TOD) and payable on death (POD) provisions can often keep assets… Read More »

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Getting Started on Estate Planning: Important Questions to Ask Yourself and Your Attorney

By William Rambaum, P.A. |

Planning your estate is one of the easiest tasks to avoid, even if you do not normally procrastinate.  The reminders that one day, your family members will interact with your estate and not with you personally are often the flipside of joyous occasions, such as the birth of a grandchild, your retirement from a… Read More »

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Issues to Watch Out for with Your Power of Attorney

By William Rambaum, P.A. |

Powers of attorney can be valuable documents in a person’s estate plan, but without proper guidance from an experienced estate planning attorney, the document may not work as intended or needed, or fail completely because it is not valid. Powers of attorney are intended to assign power to perform certain acts to third parties… Read More »

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Considerations for Estate Planning between Same-Sex Couples

By William Rambaum, P.A. |

Since the U.S. Supreme Court’s decision in 2015 granting the right to marriage to same-sex couples, they have enjoyed the same rights and benefits previously extended exclusively to heterosexual couples. However, many couples pre-date this time, and may have executed an estate plan that has not been updated, and thus, does not take this… Read More »

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Estate Planning and Family Members with Disabilities

By William Rambaum, P.A. |

The purpose of estate planning is generally two-fold: one, to bring clarity to the distribution of one’s estate after death, and two, to safeguard the financial security of one’s family for as long as possible. This often entails determining if some family members will need more support due to unique issues, and a family… Read More »

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Why Titling Assets Is the Key to Effective Estate Planning

By William Rambaum, P.A. |

Putting together an effective estate plan takes a considerable amount of time and effort, but the mistake many people make after taking this step is not understanding how to keep this structure relevant and effective as circumstances change over time. Without this oversight, the intent and purpose of an estate plan can be rendered… Read More »

ElderLaw

Proposed Bill Would Make Executing Estate Documents Easier

By William Rambaum, P.A. |

The ramifications of the documents created to form the foundation of an estate plan typically extend to encompass many people and central legal matters that govern a person’s life and property. Because of the importance of the information and authority these documents contain, they must be executed according to certain guidelines in order to… Read More »

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The Best Ways to Transfer Real Estate

By William Rambaum, P.A. |

Owning property in this country is not only the goal of many Americans, it is much more accessible than property ownership in other places. Keeping property in the family is also an important part of the reason behind any purchase for most individuals, and this concern is particularly crucial when the primary owner dies… Read More »

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How Do Courts Interpret Wills?

By William Rambaum, P.A. |

The effectiveness of any document, particularly those with legal consequences, rests on how well it was drafted. Wills can be especially tricky because they are commonly created years before they are needed and can never entirely account for the various changes in circumstances that can arise during this time. Thus, something that seemed clear… Read More »

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Can a Third-Party Refuse to Honor a Power of Attorney?

By William Rambaum, P.A. |

Well-developed estate plans often include a number of documents that collectively serve to provide a person with the oversight he/she wants of his/her property, as well as to ensure the individual’s wishes are followed in the event he/she becomes incapacitated. Powers of attorney are commonly used in estate plans, and typically authorize a third… Read More »

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