Estate Planning Tag

By: Barry E. Haimo, Esq. April 6, 2017 8 Myths About Estate Planning in Florida There are many misconceptions about estate planning. Unfortunately, these myths often prevent people from preparing properly for their incapacity and death. As a result, the probate process may be more complicated for grieving...

By: Barry E. Haimo, Esq. March 21, 2017 UNDERSTANDING THE DUTIES AND RESPONSIBILITIES OF TRUSTEES   A trust is a separate legal entity that owns and administers property for the benefit of certain beneficiaries. One or more trustees are appointed to administer the trust pursuant to the document’s precise...

By: Barry E. Haimo, Esq. August 30, 2016 5 Estate Planning Tips Everyone Should Follow Estate planning is a complicated process. Everyone has unique needs, so it is difficult to create a cookie cutter estate plan that works for every situation. You want something that has been tailored...

    Estate planning is often misunderstood. People tend to think only of inheritance of property after death by way of a last will and testament. In reality, however, estate planning helps families and businesses get organized and put all the right pieces in place and the right...

By: Barry E. Haimo, Esq. December 29, 2015 What’s HIPAA? If you have been to a hospital or doctor, you probably had to sign a piece of paper that notified you of HIPAA’s privacy practices. You may have signed this form without paying attention to the content, but...

By: Barry E. Haimo, Esq. November 19, 2015 5 Questions to Ask before Hiring an Estate Planning Attorney   An estate planning attorney is a legal professional who helps his or her clients get organized and prepared for during life and after death. Through years of experience and education,...

By: Barry E. Haimo, Esq. October 13, 2015 Retirement Accounts Shouldn’t Go to a Revocable Living Trust In the right circumstances, revocable living trusts can be wonderful estate planning tools that can accomplish a wide variety of important goals. A revocable living trust can help you safeguard property and...

By: Barry E. Haimo, Esq. October 6, 2015 Estate Planning: You Shouldn’t Always Accept an Inheritance From disco albums to boring books to ugly sweaters—we’ve all politely accepted gifts we don’t want at some point in our lives. But while graciously accepting an unwanted gift might not do much...

By: Barry E. Haimo, Esq. September 29, 2015 How to Protect IRA Assets for Beneficiaries with Trusts As an estate planning attorney, I often work with clients who have accrued large amounts in qualified retirement plans like individual retirement accounts, or IRAs. Often, their IRAs have developed into...

By: Barry E. Haimo, Esq. September 22, 2015 Estate Planning: Don’t Unintentionally Disinherit Your Stepchildren The modern family comes in many shapes and sizes. In Florida, many households include a mix of biological children and stepchildren—children from prior marriages or relationships. When it comes to estate planning, parents of...