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Tag Archives: Oldsmar Estate Planning Lawyers

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The Method and Purpose of Freezing Trust Assets

By William Rambaum, P.A. |

Trusts are an increasingly popular way to protect and distribute assets to loved ones after death. Once a trust is established, the person charged with managing the trust property, the trustee, holds a high level of responsibility to treat these assets in a manner that best protects the interests of the beneficiaries. Given the… Read More »

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Florida’s Homestead Law and Estate Planning

By William Rambaum, P.A. |

People are drawn to Florida for a variety of reasons, and one reason related to the purchase of real estate is the state’s homestead law. Florida law allows generous tax exemptions (up to $50,000) to homeowners, and protection from creditor claims and forced sales in bankruptcy, often referred to as unlimited homestead protection. People… Read More »

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Why You Should Consider Creating a Revocable Trust

By William Rambaum, P.A. |

Deciding which type of estate plan will best address one’s concerns and goals, as well as the needs of his/her family, is the hardest aspect of planning for the future. Numerous options are available to address a wide variety of needs – so many, in fact, that it is very easy to become overwhelmed… Read More »

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Special Considerations for Leaving Heirs Timeshares

By William Rambaum, P.A. |

Having a place to escape for a few weeks a year is the primary allure of timeshares. Most people cannot afford to buy a vacation home, but the relative cost of buying an interest in a timeshare is much lower, and thus, more accessible to the average person. This property interest must be factored… Read More »

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Will Your Estate Owe Money to Medicaid?

By William Rambaum, P.A. |

Receiving financial assistance for long-term care in a nursing home from the state and federal governments is the only way many seniors can afford to stay at these facilities. The cost of nursing home care rises on an annual basis at a pace that far outstrips the ability of most people to pay for… Read More »

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Choosing How to Pass on Your Financial Accounts

By William Rambaum, P.A. |

In today’s world, it is not uncommon for an individual to own a number of different financial accounts – all with varying rules on when a secondary person may be added or how to pass on the funds contained within it after death. Quick access to cash for the numerous expenses associated with death… Read More »

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Estate Planning Considerations for Florida “Snowbirds”

By William Rambaum, P.A. |

Escaping cold winters to relocate to the milder climate of Florida is a goal of many older Americans living in northern half of the country. Splitting significant periods of time between two residences, particularly if property is owned in both, can have important implications on a person’s estate plan. A number of states in… Read More »

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Cleaning Finances to Assist the Estate Planning Process

By William Rambaum, P.A. |

While the end of one’s life can come at any time, most people have some forewarning of this event, and can prepare for it. One integral aspect of transitioning a family through the death process is the creation of an estate plan that will direct them how to handle a loved one’s affairs after… Read More »

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Executing an Estate Plan Is Not the End

By William Rambaum, P.A. |

The older one gets, the more one is bombarded with messages about the need to create an estate plan. While not the lightest topic, it is often directly tied to a family’s long-term financial and emotional health. Failure to create an estate plan can lead to the distribution of assets to unintended and/or undesired… Read More »

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Factoring Pets into Your Estate Plan

By William Rambaum, P.A. |

Animals are known for having a therapeutic effect on and providing comfort to their human caretakers, and seniors especially find satisfaction in having a pet near. As one grows older and more distance is put between loved ones and friends, pets often fill in some of that empty space. Generally, pets do not outlive… Read More »

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