2 – Logistics

Why Do I Have to Sign an Engagement Agreement?   Generally, it is the firm policy not to proceed with representation unless first obtaining an executed version of our standard engagement agreement. It’s important that there exists a clear understanding of the terms of representation between the...

What is an Engagement Agreement? An engagement agreement reflects the material terms of representation. We have learned through experience that clients prefer a concise outline of what they can expect from the firm and what the firm can expect from them. These terms identify the scope...

Where is the Initial Meeting?   Family and business dynamics are extraordinary in nature. Each family and business is unique and you can imagine how estate and business planning can get extremely personal. It is for this reason that we generally meet clients where it is more...

Strategic Planning With Purpose® STANDARD TERMS OF REPRESENTATION These Standard Terms of Representation supplement the Firm’s engagement letter and other correspondence and together comprise the Firm’s engagement agreement with you to provide legal services. 1. Scope of Service. The Firm’s representation is limited to the performance of the...

What Can I Expect the Process of Representation to Be Like?   Click here to view our Representation Road Map. First, we will send you a brief introductory questionnaire. Acquiring information in advance helps focus our meeting together.  We will then sit down together for an initial consultation. We...

Can’t I just Use Computer Software?   Yes, you absolutely can use computer software to address your estate and business planning needs.  Your options range from simple to complex programs. You need to know exactly what documents you need, and how to prepare and execute them properly, which...

Fundamentals of Administering Nested Business Entities Forming business entities is a big step forward, but administering them properly is critical to successfully enjoying many of asset protection their benefits. Here are some helpful fundamental tips to make sure you follow: 1. Observing Corporate Formalities It's important that you...

At Haimo Law, we prioritize client education. We believe in transparency and managing expectations. Like you, when we retain the services of a person or business, we want to gain an understanding of: what the service entails a road map of the process from start...