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Category Archives: Estate Planning

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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 »

Trusts

Choosing between an Individual and Corporate/Professional Trustee

By William Rambaum, P.A. |

Putting together a trust is a beneficial feature for many estate plans. Trusts, depending upon the type, can shield assets from creditors’ claims, and will allow the creator to control how his/her assets are treated after death. Working and sacrificing to amass property to pass onto loved ones is a goal for many individuals… Read More »

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Florida Estate Plans When You Own Out-of-State Property

By William Rambaum, P.A. |

Florida is well-known as a vacation destination for people from around the world, but it is also increasingly a place in which people want to establish a permanent home. People know about snowbirds and retirees flocking to the state, but the rate of new residents moving to the area every day (more than 900)… Read More »

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The Consequences to Your Estate of Selling Property Below Market Value

By William Rambaum, P.A. |

When people start contemplating how to distribute property as part of an estate plan, giving some of that property to loved ones is a common goal. Wanting to keep property in the family is a laudable intention, and is usually a reflection of the sacrifices required to acquire it. Thus, seeing the asset go… Read More »

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Estate Planning for Different Assets

By William Rambaum, P.A. |

Anyone interested in creating an estate plan does not have to look hard to find a wide variety of do-it-yourself forms and templates that claim to cover all the necessary aspects of this endeavor. The problem with this approach is that placing all assets into a one-size-fits-all box fails to account for how the… Read More »

Planning

Protecting Yourself from Estate Planning Scams

By William Rambaum, P.A. |

The media is full of reminders about how important estate planning is.  For those living in Florida, with a large population over 65, this message is even more prevalent. Contemplating the need for  estate planning is especially common as one gets older, and individuals begin to consider what will happen when they are gone…. Read More »

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When Are Trusts Modifiable?

By William Rambaum, P.A. |

Trusts are an excellent estate planning vehicle for providing comprehensive and wide control over the use, management, and access beneficiaries have to assets after death. If the right trust is chosen and structured correctly, this arrangement can benefit the financial security of a family for generations. Consequently, working with the right estate planning attorney… Read More »

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Do Homesteads Belong in a Living Trust?

By William Rambaum, P.A. |

Owning a home is a large goal for many Americans, and once home ownership is attained, most want to do everything possible to keep the asset from being lost. Florida’s homestead protection, the law that determines the level of protection the property receives from creditor claims and property taxes, is somewhat unique, in that… Read More »

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The Estate Planning Lesson We Can Learn from Aretha Franklin

By William Rambaum, P.A. |

It is easy to assume the rich and famous have all their affairs in order because they have the time and financial resources to hire the best people and ensure everything is appropriately arranged. Estate planning is one of those things people understand is important, but continually put off because it seems too complicated,… Read More »

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Why You Need a Pour-Over Will

By William Rambaum, P.A. |

With access to online estate planning forms, putting together a basic estate plan, even if insufficient and misdirected, is relatively easy. One popular option people routinely choose is a revocable trust because of the perceived tax advantages and creditor protections, with the creator retaining control until death. Once he/she passes, the trust reverts to… Read More »

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