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Category Archives: Estate Planning

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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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 »

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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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