Clearwater Estate Planning Attorney

You already know how important it is to have a solid, comprehensive estate plan. Your estate plan is essential for determining not only what will happen to your property after you are gone, but also how your health care and financial affairs will be managed during your lifetime. As a Florida Bar-certified Elder Law Specialist and certified National Elder Law Foundation specialist with over 35 years of legal experience, Clearwater estate planning attorney attorney William Rambaum has the skills, education and training to help you protect your assets, plan for your needs, and leave a lasting legacy to future generations according to your wishes.

William Rambaum, P.A. in Oldsmar helps people throughout the greater Clearwater area create comprehensive estate plans that take every estate planning matter into account. This process includes sitting down with you to discuss your wishes and future needs, and drafting wills, trusts, advance directives and other necessary documents to accomplish your goals.

• Wills – The will is the foundational document of any estate plan. It directs how your possessions will be distributed to family, friends, and religious, charitable or educational institutions as you see fit. The will can also name an executor for your estate, appoint a guardian for your minor children, and leave a personal legacy that expresses your wishes. We make sure your will is validly executed, covers your entire estate, and accurately reflects your intentions.
• Trusts – Trusts are one of many ways to distribute money, property or possessions outside of a will. By creating a revocable living trust, you avoid probate for the items in the trust, getting more money to your beneficiaries in a faster process. Trusts are also confidential documents, so their contents need not be disclosed to the public. Other types of trusts can help reduce the tax burden of your estate, or help with Medicaid planning and asset protection, further ensuring that you are taken care of throughout your lifetime, while still retaining as much of your wealth as possible to pass on to future generations.
• Advance Directives – Toward the end of your life or at any time, you could become temporarily disabled and unable to care for yourself or manage your financial affairs, from paying bills to managing investments and filing tax returns in a timely manner. Documents such as living wills, health care surrogates, and durable powers of attorney can help ensure that decisions regarding your healthcare and finances are made by people you trust, in accordance with the guidance you have provided in these legal documents.

At William Rambaum, P.A. we execute the full range of needed estate planning documents, from pre-need guardianship to disposition of remains, to make sure you are fully covered with a customized estate plan that is tailored to your specific needs. With expert preparation of documents, you can rest assured that your estate plan will be drawn up to minimize probate and minimize the possibility of challenges in probate or trust administration.

Get help with Clearwater & Oldsmar Estate Planning from an Elder Law Specialist

For assistance drafting or revising your Florida estate plan in Clearwater, Oldsmar or surrounding areas, call William Rambaum, P.A. at 727-781-5357 to speak with a qualified, experienced Clearwater estate planning attorney.