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Category Archives: Estate Planning

ElderLaw5

The Sibling Rivalry-Proof Estate Plan

By William Rambaum, P.A. |

If you have more than one child, then dealing with your children’s conflicts with each other is just a normal part of parenting, albeit an exhausting one.  Parents can console themselves that the constant fights are temporary; just as you will one day be able to laugh about the days when you were constantly… Read More »

Declutter

How Decluttering Your House Can Simplify the Estate Planning Process

By William Rambaum, P.A. |

Lots of people have included decluttering in their New Year’s resolutions; it ranks up there with improving one’s health and working toward financial goals.  If you are among the people who have set decluttering goals for 2020, you might be chasing the sense of mental clarity that the neatniks of the world claim that… Read More »

EstPlanFam

You Can Use a Divorce Decree to Make a Claim Against a Deceased Person’s Estate

By William Rambaum, P.A. |

If your spouse has children from a previous marriage, you are probably acutely aware that a parent’s financial entanglement with their children never completely ends.  In fact, estate planning is much more complicated in blended families, because you must decide which assets to leave to your current spouse and which to leave to your… Read More »

EstPl

Young Woman Arrested in Tampa After Trying to Cash $1 Million Check from Elderly Husband

By William Rambaum, P.A. |

You might get suspicious if an elderly relative of yours begins a romantic relationship with a much younger person, but it is best to give the new partner a chance and to accept them if your relative truly seems happy with them.  If you see red flags, though, it is best to speak up… Read More »

EstPlan21

Estate Planning New Year’s Resolutions for 2020

By William Rambaum, P.A. |

Making an estate plan should make you feel proud of your accomplishments.  You have stayed healthy and financially solvent into your retirement years.  As your children and grandchildren leave after a holiday visit, which the gifts you generously gave them and the successes you have helped them achieve, look back over the past years… Read More »

EstatePlanning2

What Happens If a Person Changes Their Will While Suffering from Dementia?

By William Rambaum, P.A. |

An early part of the process of probate involves publicly reading the deceased person’s will.  Some family members might be pleasantly surprised to receive a greater share of the estate than they were expecting, while others might be in for a rude awakening; they might receive less than they had hoped, or nothing at… Read More »

DocKeysMoney

Sale of Real Estate Properties During Probate, and How to Avoid It

By William Rambaum, P.A. |

If you think that disputes over inheritance money can lead to long-standing grudges among siblings, or between your children and your stepparent, imagine how much worse those disputes can be when the inherited property at stake is a house or other piece of real estate property instead of just money.  It is easy to… Read More »

EstPlan3

People Going Through a Divorce Should Update Their Estate Plans

By William Rambaum, P.A. |

Late in life divorce is more common than you might think.  The media stereotype is that, if you make it past the seven-year itch and the midlife crisis, you are together forever, but the truth is more complicated.  Although Burt and Lovey Handelsman, the octogenarians who divided their Florida real estate empire when they… Read More »

EstPlan20

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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