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Tag Archives: Oldsmar Estate Planning Lawyer

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When Are Trusts Modifiable?

By William Rambaum, P.A. |

Trusts are an excellent estate planning vehicle for providing comprehensive and wide control over the use, management, and access beneficiaries have to assets after death. If the right trust is chosen and structured correctly, this arrangement can benefit the financial security of a family for generations. Consequently, working with the right estate planning attorney… Read More »

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Do Homesteads Belong in a Living Trust?

By William Rambaum, P.A. |

Owning a home is a large goal for many Americans, and once home ownership is attained, most want to do everything possible to keep the asset from being lost. Florida’s homestead protection, the law that determines the level of protection the property receives from creditor claims and property taxes, is somewhat unique, in that… Read More »

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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 »

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Why You Need a Pour-Over Will

By William Rambaum, P.A. |

With access to online estate planning forms, putting together a basic estate plan, even if insufficient and misdirected, is relatively easy. One popular option people routinely choose is a revocable trust because of the perceived tax advantages and creditor protections, with the creator retaining control until death. Once he/she passes, the trust reverts to… 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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Choosing the Right Trustee

By William Rambaum, P.A. |

Putting together an estate plan can be quite complicated, especially if a person owns a number of different assets and/or has many heirs/beneficiaries. One common feature of more complex estate plans involves the creation of trusts to achieve goals related to maintaining privacy, avoiding the costs of probate, tax planning, deferred distributions, provisions for… Read More »

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Can You Disinherit a Spouse or Child?

By William Rambaum, P.A. |

When people think about putting together an estate plan, most focus first on how to adequately provide for their spouse and/or children. However, for a number of reasons, a person may desire to leave his/her spouse or child out of the estate plan. Not only is this approach against societal norms, it is also… Read More »

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Financially Protecting a Disabled Family Member

By William Rambaum, P.A. |

When a family member with a disability renders him/her unable to work and/or perform the daily needs of life, measures need to be taken to protect this person in case the caretakers are no longer available or die. This effort involves careful advance estate planning to ensure the disabled individual is left with sufficient… Read More »

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Estate Planning for Unmarried Couples

By William Rambaum, P.A. |

Wanting a companion to share life with is a common desire held by everyone, as well as the wish to provide for his/her financial security after death. Estate plans are a mechanism created by the law to transfer property after death, but for unmarried couples, putting together a plan that fully and adequately addresses… Read More »

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Estate Planning for Non-U.S. Citizens

By William Rambaum, P.A. |

Moving to the United States to build a new life and leave a legacy for one’s children is the dream of many immigrants to this country. America is known for giving people greater opportunities to advance their situation in life than most other countries, and the acquisition of property is the principal way most… Read More »

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