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Tag Archives: Creating an Estate Plan

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The Estate Planning Lesson We Can Learn from Aretha Franklin

By William Rambaum, P.A. |

It is easy to assume the rich and famous have all their affairs in order because they have the time and financial resources to hire the best people and ensure everything is appropriately arranged. Estate planning is one of those things people understand is important, but continually put off because it seems too complicated,… Read More »

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How Changing Your Domicile Impacts an Estate Plan

By William Rambaum, P.A. |

Where a person lives is not as fixed today as it was in times past, and in many cases, individuals move to gain a better lifestyle and/or take advantage of less burdensome tax systems. From the outside, it may seem unimportant when or where a person moves once an estate plan is in place,… Read More »

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Why Do-It-Yourself Estate Planning Is Not the Answer

By William Rambaum, P.A. |

As the deadline for filing income taxes fast approaches, people are forced to take stock of what they own, and perhaps start to ponder what to do with this property once they are gone. Proper estate planning takes careful consideration of one’s goals and legal options, which can only be fully understood under the… Read More »

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The Pros and Cons of Probate

By William Rambaum, P.A. |

When friends and family learn someone is thinking about an estate plan, it is not uncommon to hear a lot of conflicting advice. Some people will say an estate plan is unnecessary and not worth the expense. Others will argue in favor of either setting up a trust or just sticking with a will…. Read More »

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How Probate Impacts Your Estate Plan

By William Rambaum, P.A. |

Choosing the right estate plan is one of the most important decisions a person can make, and one that will have long-term repercussions for surviving family members. Probate is a legal proceeding to finalize someone’s affairs after their death.  The purpose of a probate proceeding is for the court to identify the applicable Will… Read More »

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