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Category Archives: Estate Planning

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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 »

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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