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Category Archives: Estate Planning

Will5

If You Have a Living Trust, You Should Write a Pour-Over Will Just to Be Safe

By William Rambaum, P.A. |

One of the main reasons to set up a living trust is that the assets you place in the trust do not have to go through probate.  If all of your assets belong to the trust at the end of your life, your estate might not need to go through probate at all.  Some… Read More »

EstatePlanning5

The Rights of Surviving Spouses Who Married in Countries Where the Marriage Laws Differ from United States Law

By William Rambaum, P.A. |

Florida is one of the most culturally diverse parts of the United States, and more than one fifth of Florida residents were born outside the U.S.  Since 2020 is both a census year and an election year, Florida’s demographics are a popular subject for discussion about current events.  Most of this discussion tends to… Read More »

Couple

How to Pass the Time Until the COVID-19 Curve Flattens: Set Up a Living Trust

By William Rambaum, P.A. |

Whether your approach to the COVID-19 pandemic has been that of a worry wart, a skeptic, or somewhere in the middle, one thing is certain: your daily routine has changed.  Maybe you are constantly checking the news to see the latest number of cases, and the most recent quarantine orders, in Florida and other… Read More »

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 »

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