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Category Archives: Estate Planning

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Can You Appoint Someone Who Lives Out of State as the Personal Representative of Your Estate?

By William Rambaum, P.A. |

Today, it is common to live hundreds of miles away from your closest relatives and most trusted friends.  Every year many people travel from out of state to visit their grandparents in Florida; the flipside is that many elderly Florida residents do not have any family members living in Florida.  You are wise to… Read More »

Trusts

What Happens to the Money in a Trust When Someone Associated with the Trust Gets a Divorce?

By William Rambaum, P.A. |

Divorce is one of the most formidable foes of long-term planning, especially when it comes to finances.  Most couples get married with the intention of combining their wealth and jointly passing it on to their descendants.  If you and your spouse have delved deeply enough into estate planning to have set up a revocable… Read More »

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Signs It Is Time to Update Your Will

By William Rambaum, P.A. |

If you are old enough to think seriously about estate planning and to have written a will, you are probably used to young people telling you that various things of yours are outdated.  If your children and grandchildren think your clothes, your phone, and your political views are outdated, you can agree to disagree,… Read More »

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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 »

EPlanning

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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