Switch to ADA Accessible Theme
Close Menu
Clearwater & Oldsmar Elder Law Attorney
  • The Florida Bar
  • NELF - National Elder Law foundation
Call today for an appointment Get The Help You Deserve 727-781-5357

Category Archives: Probate

GrannyPod

Some Seniors Who Want to Keep Their Independence While Staying Close to Family Choose Granny Pods

By William Rambaum, P.A. |

Planning for your retirement years involves a lot more than just deciding what to do with your money.  You must make difficult decisions about how the process of moving to a nursing home or assisted living facility will work if you need it, as well as deciding who you trust to make financial and… Read More »

CouplePlanning

When Trusted Family Members Ruin Seniors’ Finances

By William Rambaum, P.A. |

When most of us hear about financial abuse of seniors, we usually think of a charming new friend of paramour who moved in on a lonely, vulnerable elderly person and swindled the victim out of his or her life’s savings or sweet-talked the victim into changing his or her will, thereby cheating the decedent’s… Read More »

Probate4

Do You Need to Hire a Lawyer for Probate?

By William Rambaum, P.A. |

Being responsible for someone else’s finances is stressful, no matter the circumstances.  Whether you have just taken on a new managerial job at a company that is struggling financially or if you have just married someone who still has a lot of financial unfinished business from a previous marriage, you feel compelled to solve… Read More »

PersRep

Can You Handle These Common Probate Disputes Without a Lawyer?

By William Rambaum, P.A. |

You have held a job for years, maybe even steeled yourself to apply for new jobs after a corporate restructuring.  You have helped your children submit college applications, reminding them to ask their teachers for recommendation letters more than 48 hours before the application deadline.  You have saved money for retirement, disputed fraudulent charges… Read More »

Probate2

The Undue Influence Test: Seven Signs That a New Will Does Not Truly Reflect the Decedent’s Wishes

By William Rambaum, P.A. |

The classic case of undue influence is a family member, a new spouse, or even a caregiver, who builds a close relationship with an elderly relative in his or her final months or years, making self-serving financial decisions on behalf of the elderly person, and even pressuring the elderly person to modify his or… Read More »

EstPlan17

The Disinherited Grandson Who Contested His Grandfather’s Will at the Last Minute

By William Rambaum, P.A. |

When a deceased person’s estate goes to probate, creditors and other interested persons have an opportunity to file a claim (known as a caveat), in which they notify the probate court of their existence and their claim to money belonging to the estate.  An “interested person” is anyone who stands to inherit from the… Read More »

EstateWill

Reopening an Estate Can Resolve Inheritance Disputes

By William Rambaum, P.A. |

Estate planning can prevent a lot of disputes over inheritance.  Under the best circumstances, you can designate a beneficiary for each of your assets such that your estate does not even need to go through probate.  Even if you are not able to do this, writing a will and being honest with your family… Read More »

PersRep

How to Object to Probate in Florida

By William Rambaum, P.A. |

From all the advice online about how to keep your assets out of probate, you would think that probate was the stuff of nightmares.  In fact, the probate process usually moves along smoothly, and all the heirs get their inheritance once the estate settles.  The reason probate takes several months is that it has… Read More »

Probate4

How Does the Probate Process Work?

By William Rambaum, P.A. |

When a loved one dies, there are many issues that need immediate attention in order to hold the funeral and cover pressing expenses. However, the bulk of dealing with the aftermath of death is addressing the distribution of the deceased’s assets. Hopefully, he/she executed an estate plan that outlines how property should be divided,… Read More »

AssetLiab

Who Is Responsible for Remaining Debts after Death?

By William Rambaum, P.A. |

Estate planning is primarily about settling two issues: distributing property to surviving heirs and limiting one’s exposure to liability for death-related taxes. In line with the second issue is the question of settling a loved one’s remaining debts after death. All estates which pass through probate, which is a substantial number, must provide notice… Read More »

© 2017 - 2020 William Rambaum, P.A. All rights reserved.
This law firm website is managed by MileMark Media. Photography by Blane Arnold.