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Category Archives: Estate Planning


Opulent Senior Living Communities: How Much Is Too Much?

By William Rambaum, P.A. |

Perhaps you have always dreamed of doing something truly fancy after you retire.  Maybe you and your spouse plan to celebrate your 40th wedding anniversary with a dazzlingly elegant cruise, and when you return home, you will frame the picture of the two of you in front of the ship’s grand staircase and display… Read More »


Which Updates Does Your Estate Plan Need?

By William Rambaum, P.A. |

If you have met with an estate planning lawyer before, you know that you will need to update your estate plan whenever you experience a major life event, such as your own divorce or retirement, the marriage of a close family member, or the birth of a grandchild.  2021 has been the year when… Read More »


New iOS Update Is The Best Thing To Happen To Your Estate Plan Since The Annual Gift Tax Exclusion

By William Rambaum, P.A. |

As millennials approach age 40 and become more aware of their mortality, there is plenty of resentment between generations.  Baby Boomers are easing into retirement knowing that, even if they have had to invade their savings when dealing with the unexpected several times since their children left the nest, they can still rely on… Read More »


Millennials And Generation X, Your Estate Planning Lawyer Is Cheering You On As You Work Toward Zero Debt

By William Rambaum, P.A. |

Most people below the age of 55 don’t put much thought into estate planning, but the COVID-19 pandemic may have changed that.  Even before the new variants emerged, the pandemic made young and middle-aged adults aware of our mortality.  It also gave us plenty of time to think about what it is worthwhile to… Read More »


Lady Bird Deeds Give You A Sense Of Security While Enabling You To Keep Your Options Open

By William Rambaum, P.A. |

What is the most beautiful bird in Florida?  Is it the flamingo or the roseate spoonbill?  The greater blue heron or the majestic anhinga?  The snowy egret or the purple gallinule?  When it comes to estate planning, the most beautiful bird is the lady bird deed, an elegant solution to the thorny situation of… Read More »


Saying Good Riddance To Clutter And Debt When You Retire

By William Rambaum, P.A. |

Having a friend who has adopted the decluttering ethos and wants you to join them in it is as annoying as having a friend who really wants you to join a multilevel marketing business opportunity.  Your decluttering enthusiast friend might try to tell you that the winter coats in your closet and the tchotchkes… Read More »


With A Few Simple Home Upgrades, Aging In Place Is Feasible For Seniors With Mobility Issues

By William Rambaum, P.A. |

If you paid off your home mortgage before retirement, you might think that you are set for life, and you would be partially correct.  From a financial standpoint, staying in your paid off house is the best choice; plus, there is the added bonus that your grandchildren get to celebrate holidays in the same… Read More »


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 »


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 »


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 »

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