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We strive to form lifelong relationships and to provide a refreshing experience. By delivering personalized attention, premier service and empathetic, mindful and holistic counsel, we help families and business navigate the minefield of estate Planning and business planning.

ESTATE PLANNING | PROBATE | TRUST ADMINISTRATION | BUSINESS PLANNING

They are very knowledgeable and professional. They were very patient and really listed to my needs. Held my hand throughout the estate planning process. I highly recommend them.
Juanita Mathes
19:27 16 Oct 20
Had a wonderful experience throughout the process of preparing my estate plan. He was very knowledgeable and patient. Would definitely recommend him for all your estate planning needs.
Juanita Mathes
19:23 16 Oct 20
Barry did an outstanding job taking a complicated and stressful process and simplifying it into understandable and practical pieces. He made sure we focused on the items requiring our attention but also covered all of the details when necessary. I am extremely happy with the end result. I have recommended Haimo Law to friends and family and will continue to do so.
Justin Rafael
20:34 07 Sep 20
Good team work everything done in a professional way.Very timely and responsive I would recommend you to anyone great job.Thanks.
Michael Bookal
18:49 04 Sep 20
Haimo is always looking out for what’s good for our family business and it’s been great working with them for the last several years. Thanks!!
Olivia Nugent
15:21 14 Jun 20
Barry, thank-you for making a subject I hate, estate planning, somewhat more pleasant. Our family structure and beneficiary allocation are on the complicated side but you handled everything beautifully and timely. You've got my vote and recommendation for estate planning
Martin Granoff
19:57 17 May 20
Barry, thank-you for making a subject I hate, estate planning, somewhat more pleasant. Our family structure and beneficiary allocation are on the complicated side but you handled everything beautifully and timely. You've got my vote and recommendation for estate planning
Martin Granoff
19:38 17 May 20
Barry works with his clients to really understand their needs and concerns and tailors the business structure and personal affairs to provide maximum protection and proper state planning. He takes the necessary time and is always available to explain matters to his customers.I fully recommend Barry and his firm after using him (much better service compared to a previous firm I hired)
Emilio Chalita
04:22 19 Mar 20
Barry works with his clients to really understand their needs and concerns and tailors the business structure and personal affairs to provide maximum protection and proper state planning. He takes the necessary time and is always available to explain matters to his customers.

I fully recommend Barry and his firm after using him (much better service compared to a previous firm I hired)
Emilio Chalita
04:20 19 Mar 20
Excellent attorney. Very thorough and knowledgeable. Highly recommended.
Hunter Anderson
00:01 17 Feb 20
I worked with Haimo Law on a property dispute resolution and was very pleased with their services. They are very professional, knowledgeable and customer oriented. I highly recommend them.
Peggy Wiser
18:44 10 Feb 20
Barry proved to be one of the most helpful trust attorneys that we have ever encountered. Due to dysfunctional family dynamics, Barry was engaged to modify a poorly written trust. When family negotiations broke down Barry promptly introduced me to a quality guardianship-focused legal firm and also to an appropriate criminal attorney. With Barry’s introduction and referral, these attorneys were able to be rapidly engaged and address our urgent needs. With their assistance the interests, of my parents, were protected and well-served. We received quality legal support in a cost-effective manner. Throughout this entire family saga, Barry made the effort to keep advised of the on-going status. When the guardianship and criminal issues were resolved, Barry was re-engaged to restructure the family trust. Barry served in a consultative role while also rapidly responding to all of our trust related legal needs as they occurred. We highly recommend Barry and are impressed that so many other legal experts and related firms highly respect his work and his temperament. We can’t thank him enough for his assistance during this difficult event.
Steve Smith
22:57 03 Feb 20
Barry was clear, concise, effective and efficient with our issue. I willhave no problem dealing with him and his office again.David Altbaum
david altbaum
23:07 19 Jan 20
Barry has been very helpful with our business agreements and contracts, and continues to be a great resource for business development. He is very personable, goes above and beyond what he bills for, and takes pride in making you happy. I have recommended Barry to multiple associates and they have all been very pleased with his counsel.
Daniel Boruta
16:15 22 Dec 19
I had a great overall experience with Barry. He helped me put together a very comprehensive trust. He was always available to answer any questions I can up with which were a lot. I would recommend him to anyone for estate planning.
Michael Barone
20:49 20 Dec 19
It is absolute pleasure working with this company. They are more than professional and effective! Every conversation with Barry is more than helpful, it is also highly educational when comes to right way of structuring your business.
Marko Uzelac
23:02 17 Dec 19
It is absolute pleasure working with this company. They are more than professional and effective! Every conversation with Barry is more than helpful, it is also highly educational when comes to right way of structureing your business.
Marko Uzelac
23:00 17 Dec 19
An attorney who cares. This is the norm at Haimo Law. Barry and his staff know your file inside and out and guide you through the best options. In our case it was a landlord and tenant issue where we were getting treated unfairly. Barry seemed more compassionate then us about our situation. Which is what you want in someone defending you.
Gerardo Gainesbernard
18:47 09 Jul 19
Barry helped my wife and I with estate planning and trust. We could not have been more pleased with the process. Barry made it simple, explained the entire process to us, answered all of our questions and was easy to work with throughout while ensuring we understood our options fully and clearly. I would highly recommend Barry to anyone looking for services in these areas.
Derek Santana
19:52 21 May 19
I have known Barry for over 15 years, and only have the best things to say. As an attorney myself, I wanted the best counsel I could find when it was time to put my own family affairs in order. Barry took care of everything for my wife and I when our oldest daughter was born. Four years later, when our younger daughter was born, we wanted to update a number of estate planning documents, and Barry couldn't have been more accommodating. I am eternally grateful for Barry's knowledge, experience, professionalism, and flexibility in handling our families affairs. Thank you!
Seth Denison
13:12 17 Apr 19
I have worked with many lawyers over the years. Barry is the ultimate professional and made my Mom's estate preparation simple, clear and uncomplicated in a complicated area.
Arlene Needleman
23:45 25 Mar 19
I have completed several estate planning projects with Barry over the last year and he has thoughtfully provided my family with care and due diligence. He has exceeded our expectations in immeasurable ways! He has my highest praise !
Amy Goldberg
15:37 01 Mar 19
Barry and his team were extremely helpful in my probate matter. They were knowledgable and responsive. I would recommend him again in the future.
Shannon DeFries
14:51 01 Mar 19
We had a great experience with Barry. He was very flexible and knowledgable.
zach shair
22:58 11 Feb 19
We recently used Barry for our estate planning. Barry had the knowledge and experience to walk us through any scenario we could imagine, and also some that we would have never thought of. He was very easy to work with and went out of his way to work around our schedules. The process was surprisingly quick and easy. We highly recommend Barry!
Jacob Salsburg
17:14 29 Jan 19
My wife and I recently used Barry to create our wills and provide other estate planning advice. Barry had the knowledge and experience to walk us through any scenario we could imagine, and also some that we would have never thought of. He was very easy to work with and went out of his way to work around our schedules. The process was surprisingly quick and easy. We highly recommend Barry!
Jacob Salsburg
17:08 29 Jan 19
I've referred numerous clients to Barry over the past several years, and each of them has been uniformly pleased with the representation. He is detail-oriented, competent, ethical, and passionate about what he does. Whether planning a business venture or formulating an estate plan, you can trust that Barry will consistently provide you with sound advice and an exceptional work product.
Justin Carlin
22:24 26 Jan 19
I recently used Barry to complete a new business purchase. I found him to be very honest, ethical and knowledgable. His advice was timely, solid and on the mark. You couldn’t ask for more from an attorney. I have recommended Barry to others and look forward to working with him on Estate Planning.
SC Kenneth
06:29 03 Nov 18
Barry has been a tremendous help to our growing company. His knowledge, insight and dedication have allowed us to have peace of mind as we move forward and we're happy to have him on our side. Barry is not only outstanding at what he does but he is also a great person and for that we are truly thankful.
Andrew Heist
14:47 09 Aug 18
Barry and his team, Monica and Kaleem were great to work. As they walked us thru each step of our Probate, they were professional, sincere, and very caring. They were always there for us and I liked how we could communicate via Phone, Text and E-mail. I would definitely work with Barry anytime. Thank You for helping us thru a difficult time.Ellen
Elle Claire
13:21 06 Aug 18
Barry has been one of the biggest helps to ever come into my life. He devotes countless hours to helping my father and I with both family estate and business planning and other legal questions we may have. He truly does treat his clients like family and wants what is best for you and your families best interest and future.
Derek Wetzler
19:00 27 Jun 18
I "stumbled" upon Barry by attending an AAII chapter meeting on estate planning; an example of his creativity and the value that he gives. He made a lot of sense to me and has been very patient and approachable throughout the process. Highly recommended.
Michael Mullen
21:19 26 Jun 18
Barry Haimo is incredibly efficient, a skilled multitasker and is always pushing his clients to think through every scenario. I highly recommend Barry for his seasoned experience and accomplished efforts in the world of legal and business planning. He delivers a holistic customer experience for all of his clients.
Jared Zwerling
23:42 19 Jun 18
Working with Barry was seamless. He is extremely knowledgable in his field, and provided my family and I with a great sense of security. From step one, Barry was efficient, quick, and on top of every detail. We feared the experience would be tedious and worrisome, but with Barry's skill and organization, the process was smooth, quick and painless. I highly recommend giving Haimo Law a call for your planning and estate needs. You will not regret the choice.
Carl Danzig
00:14 05 Jun 18
Barry is extremely thorough and takes the time to ensure all bases are covered. If you're in the market for an excellent attorney and great law firm, look no further than Haimo Law!
Jennifer
14:20 21 May 18
I would highly recommend Haimo Law. Barry listened closely to our needs and provided excellent advice. Created the appropriate documents for our situation. Executed documents efficiently and timely. Gave very clear instructions on what we needed to do. Was always a phone call or email away. What a great team to work with!
Patricia McAndrew
23:18 12 May 18
Barry Haimo has done my estate planning. He created our wills and trusts for our children. He is an expert in this field and his work reflects his attention to details. As an attorney, I appreciate Barry's efficiency and his prompt communications. I highly recommend him.
Heddy Muransky
21:11 04 May 18
Working with Barry was an excellent experience. Will definitely do it again when the need arises.
Joe Manzo
17:27 18 Apr 18
We were lucky to found Barry thanks to all the good reviews he already got online.And he deserves them all.How comforting it is, especially when it comes to the world of lawyers, to find someone truly well-disposed and genuinely sympathetic.Barry took the time to listen to us, he was not only professional, he was kind, compassionate and supportive.That is rare enough to be highlighted in this new positive review!
Sadie Mae
14:52 14 Apr 18
Barry Haimo and his staff helped my new business with structuring a comprehensive and well put together operating agreement for the partners involved. Always available when needed and answered EVERY question diligently, our interests were their priority. Barry Haimo's knowledge of business planning and the information he shared helped me immensely. The entire staff at Haimo Law group made me feel extremely comfortable during a process that I had no familiarity with. I couldn't ask for a better finished product and a better experience with a law firm.
Rob Dodson
22:56 06 Mar 18
Barry and his staff were so incredibly helpful in walking us through the intimidating process of setting up a partnership within our business. There was never a time they didn't make themselves available to answer any of our questions, sometimes the same questions more than once. Honestly it was a dream working with them and I wouldn't choose any other firm.
John Mackey
18:27 05 Mar 18
Barry helped me with a business purchase saved me $500,000 and a lot of potential headaches. It didn't happen after he found numerous undisclosed issues. He did a great job with operating agreements and working with accountant. Very pleasant to deal with. Highly recomend.
BILL & TRACEY LEARY
21:16 04 Jan 18
Cristina Altamirano
20:01 30 Dec 17
Taylor Forlano
01:20 09 Dec 17
I was referred to Mr. Haimo and am so glad I was. I needed a rewrite of my will and a trust written and he did exactly as I requested. He and his team put together all the other pertinent documents for my estate planning and presented me with a completely professional portfolio. He is always responsive to telephone calls and acts in a very professional manner. He expresses concern for the individual, not the dollar. And like the old fashioned doctor, he makes house calls. I recommend him highly.
Kathy Risbridger
16:57 07 Dec 17
A VERY NICE EXPERIENCE !BARRY SIMPLIFIED AND ANSWERED ANY QUESTIONS-VERY POLITE AND RESPONSIVE TO ANY CALLS OR MESSAGES-A CLASS GUY, AND VERY THOROUGHMIGUEL HERRERA, MD, FAAEM
mike herrera
17:49 17 Nov 17
What a great experience I had with Barry on my first consultation. He took the time to answers all my legal questions in great details. If you are a Doctor business owner and have questions about wills, trusts and probate, this is the lawyer to call - hands down.He is highly knowledgeable and experienced in businesses formation, taxation and asset protection. His entrepreneurial mindset makes him an excellent business advisor for small companies like mine.
Max Arocha DMD
02:46 17 Nov 17
Thank you so much for a smooth and wonderful experience while working on my legal documents. I would and will recommend Haimo Law to all my family and friends. Once again Barry thank you for a great experience.

Jill Frederick
Jill Frederick
18:31 27 Oct 17
I hired Barry about 5 years ago and he has worked on several projects. He created 4 of my companies, he was my legal defense in a landlord/tenant litigation, he did my trust and health surrogate and he is currently my legal adviser in real estate planning. I am always on the road and I found little time to print out documents and fax them. Barry did all my legal stuff via esign documents and via electronic way. He is probably the most electronically advanced attorney I dealt so far.
Marco Ruffato
18:59 28 Aug 17
Barry is a fantastic lawyer with a very diverse skill set. He has been a trusted adviser for our small business for the last year or so, and has helped us smoothly transition though some tough instances. I would recommend his services to anyone who asks!
Alex Hussain
17:20 23 May 17
Barry is by far the most knowledgeable of the 8 lawyers I've talked to, he actually treats his clients like they are important to him and he cares about the outcome. Unlike with most other lawyers I've dealt with he took the time to give me help that was relevant to my case and gave me clear easy to understand solutions, told me a time line of what to expect and what I should be doing. Seriously, Stop being jerked around by lawyers who just want your money and experience the Haimo Law way of doing things! 5 stars!
Nicholas Lester
01:59 29 Mar 17
Barry is by far the most knowledgeable lawyer I've talked to, believe me when I say I shop around and I did quite a bit before I decided Barry was my guy for the job. He actually listened to what I had to say and gave me a response related to my case, not a generic answer like he was reading a script. Barry made me believe he actually cared about the outcome of my case and wasn't just doing a job like I had dealt with so many other times during consultations. Most lawyers have this air of superiority and talk down to you as well as acting like you are wasting their time and they are so much more important, and Barry actually talks to you like your family, if you're tired of wasting your time and being jerked around by pretentious ego maniacs go see my main man Barry! 5 stars!
Nicholas Leicestershire
00:24 29 Mar 17
I could not be happier that I found Barry Haimo to assist us with our estate planning needs. It was a subject my husband and I had been putting off for some time, but we definitely needed to get it in place. He clearly has extensive experience in this field and was able to thoroughly answer all our questions, with terms and language we could understand. I felt very comfortable relying on his expertise. There is no question that we would use him again in the future, and we recommend him wholeheartedly!
sandi gerstle
01:06 16 Jan 17
Berry is very professional my gf is going in to the us Navy and we needed a WILL he gave us the one on on attention that we needed and answered all our questions and concerns with ease. I would highly recommend him to any of my friends or family.
Sean Miller
05:38 10 Dec 16
I highly recommend Barry for your legal needs. He assists me with Estate Planning and all issues related to my business. He is sharp, responsive, and best of all - affordable.
Ray Nugent
22:03 06 Dec 16
Barry proved to be a skilled attorney with the Judge adjudicating my mother in law's Trust and Estate Probation. He was professional, courteous and patient with family members, bankers, insurance companies and the real estate agent. Most of all, he made my wife comfortable with the process of executing the Trust and Estate to its fair and final conclusion. And for that, I could not be any happier ! Thank you again Barry !
J Dade Darby
22:35 04 Nov 16
Barry Haimo is a contemporary trailblazer in his industry. He has taken Estate Planning to a new level. Bringing it into the 21st century. We are very happy to have Barry as a family (and business) consultant.
Ryan Boylston
13:58 15 Aug 16
I highly recommend Barry for business and personal legal work. He is always available when I need his help and has been very fair with his fees. Most important though, I feel like he actually listens and really cares about trying to help me with advice and practical solutions.
Doug Edsall
16:13 07 Jul 16
I contacted Barry to receive legal counsel for an Internet Service Provider issue, and he was really straight forward about the legal options with the documentation that we had. I´ll keep him on mind for future needs, keep it up!
Juan Carlos Sanchez Pignalosa
16:17 30 Jun 16
I used Haimo Law ongoing for my Business Planning and his in-depth knowledge truly made me feel at ease throughout the process. His attention to detail, ability to leverage technology and organizational skills are above the rest.

I would refer Haimo Law to my friends and family.
Silenceux Francois
15:34 18 Jun 16
I used Haimo Law ongoing for my Business Planning and his in-depth knowledge truly made me feel at ease throughout the process. His attention to detail, ability to leverage technology and organizational skills are above the rest.I would refer Haimo to my friends and family.
Silenceux Francois
15:32 18 Jun 16
I recently had the opportunity to work with Barry Haimo. I needed assistance with a contract negotiation with a new employer. Barry met with me and went over my expectations and goals. He then delivered a beautifully written contract ensuring my needs were met. His service went above and beyond with his level of articulation and end result.I would strongly recommend Barry Haimo for all of your legal needs. He is the best. Thank you Barry for all that you do!
Adam Phillips
16:57 05 Feb 16
The Haimo Law experience was unlike any previous firm I have dealt with. With Haimo Law, your case is not divided and parsed out to less-experienced attorneys. Barry Haimo's availability was constant throughout my case as he personally saw up to the point of resolution. He was always on point and could recall my legal matter off memory whenever I asked; how many big law firms could do that? Working with Haimo Law will be refreshing and will put your reluctance to hire an attorney at ease. Trust in Barry Haimo, a persistent and tireless fighter. I was thoroughly satisfied with my negotiated settlement and thought that Barry was more prepared than the opposition, and outworked them when it mattered. This made the difference between a respectable settlement and an overwhelming settlement in my favor. Trust in Haimo Law to fight on your behalf, with your interests above all else, and with the personal touch you deserve.
David Kahn
00:48 31 Aug 15
Over the past 6 years, Barry has been an instrumental in all of my real estate transactions. As an owner of multiple rental properties, I couldn’t have been organized without Barry’s help. He has assisted me with tenant screening and selection, has drawn up customized lease agreements for each property, and has filed the necessary paperwork to evict tenants. I couldn’t have managed my properties without his help and support. In addition, Barry has also set up estate planning including my revocable trust agreement and last will and testament. He made these complex documents easy to understand and addressed all my needs and concerns. I highly recommend Haimo Law for anything regarding real estate and estate planning. Barry is trustworthy dependable, and will always look out for your best interest.
Dave Gaffe
19:52 14 Aug 15
Very easy to work with and personal approach. Highly recommend!
Morris Grossfeld
01:28 30 Jul 14
Haimo Law profoundly goes the extra mile to care for its clients in the field of estate planning, a subject often difficult and confusing to understand. Speaking from experience, Barry Haimo's personal involvement always made me feel like the professionals, not associates as with larger firms, were always in control and gave me the quality and service a paying client is entitled.
David Kahn
13:43 27 Jul 14
Haimo Law provided me and my family with quality legal care. Barry Haimo is intelligent, compassionate, diligent, and professional. I would highly recommend this firm for your estate and business planning needs.
Dana Altschul Haimo
22:26 24 Jul 14

Create a Flexible Plan

Craft a plan that adapts to life’s uncertainties in life and beyond

Protect Your Assets

Keep assets in the family for your spouse & kids not creditors.

Avoid Court and Conflict

Save time and money; minimize hassle and surprises

Maintain Control

Feel relief knowing your tailored plan will be execited smoothly.

WHAT CLIENTS SAY

“With Haimo Law, you really feel like you get personal service. Barry goes above and beyond the call of duty, following up and making sure all of the t’s are crossed and the i’s are dotted. In addition, he is also an invaluable source of business advice, having experience not only as an attorney but also as an entrenpreneur himself. This came in very handy for me when I started my new business. With the help of Barry, it is already a success less than 2 month later. I have recommended him to friends and colleagues in the months since, and they have always come away satisfied.”

“My experience with Mr. Haimo was my first regarding estate planning. He truly took the time to understand my family’s needs. It seemed no stone was left unturned in which to protect their future should something devastating occur. As I mentioned, this was my first time looking into this type of service and naturally I had questions. Mr. Haimo never made me feel like my concerns were illogical or unimportant. Always in a timely manner I would receive a comprehensive response. He deserves my highest recommendation.”

 

MATHEW, PLANTATION

“Mr. Haimo was very helpful with my case. He acted quickly, professionally, and his work was impressive. His literary skills are uncanny and his attention to detail is unmatched. I highly recommend Mr. Haimo.”

 

PAUL, MIAMI

“Mr. Haimo treated my family like his family. We are young parents and wished to make sure that our child will be well-cared for should anything unfortunate happen to us. He guided us through the entire process and answered all of our questions with clarity and in rapid time frame. I highly recommend Mr. Haimo without hesitation for anyone looking for a lawyer who will personally treat your concerns with respect and help you navigate legal issues.”

 

ARON, PLANTATION

“Barry Haimo provided me and my family with quality legal care. He was very dedicated to providing great customer service and ensuring us he would always be availble to clarify our questions or concerns. Mr. Haimo made sure we understood the benefits and importance of wills without the confusing legal jargon. I would absolutely recommend Mr. Haimo to help you plan for your future to avoid stressful and complicated situations in the future.”

 

WHAT CLIENTS SAY

“With Haimo Law, you really feel like you get personal service. Barry goes above and beyond the call of duty, following up and making sure all of the t’s are crossed and the i’s are dotted. In addition, he is also an invaluable source of business advice, having experience not only as an attorney but also as an entrenpreneur himself. This came in very handy for me when I started my new business. With the help of Barry, it is already a success less than 2 month later. I have recommended him to friends and colleagues in the months since, and they have always come away satisfied.”

“My experience with Mr. Haimo was my first regarding estate planning. He truly took the time to understand my family’s needs. It seemed no stone was left unturned in which to protect their future should something devastating occur. As I mentioned, this was my first time looking into this type of service and naturally I had questions. Mr. Haimo never made me feel like my concerns were illogical or unimportant. Always in a timely manner I would receive a comprehensive response. He deserves my highest recommendation.”

 

MATHEW, PLANTATION

“Mr. Haimo was very helpful with my case. He acted quickly, professionally, and his work was impressive. His literary skills are uncanny and his attention to detail is unmatched. I highly recommend Mr. Haimo.”

 

PAUL, MIAMI

“Mr. Haimo treated my family like his family. We are young parents and wished to make sure that our child will be well-cared for should anything unfortunate happen to us. He guided us through the entire process and answered all of our questions with clarity and in rapid time frame. I highly recommend Mr. Haimo without hesitation for anyone looking for a lawyer who will personally treat your concerns with respect and help you navigate legal issues.”

 

ARON, PLANTATION

“Barry Haimo provided me and my family with quality legal care. He was very dedicated to providing great customer service and ensuring us he would always be availble to clarify our questions or concerns. Mr. Haimo made sure we understood the benefits and importance of wills without the confusing legal jargon. I would absolutely recommend Mr. Haimo to help you plan for your future to avoid stressful and complicated situations in the future.”

 

SMOOTH TRANSITIONS BETWEEN GENERATIONS

Bypass the hassle of probate and guardianship proceedings. Save your family from immersing itself in your business and financial affairs so they can grieve in peace and move on with their lives as quickly and as painlessly as possible. Control every aspect of their inheritance even beyond your death.

ELIMINATE THE NEED FOR PROBATE PROCEEDINGS

Probate is time consuming, expensive, unpredictable, not private, painful for your family and is often completely avoidable.

ELIMINATE THE NEED FOR GUARDIANSHIP PROCEEDINGS

If incapacitated by illness or injury, guardianship is time consuming, expensive, unpredictable, not private, painful for your family and is often completely avoidable.

CONTROL ALL ASPECTS OF YOUR BENEFICIARIES' INHERITANCE

Your state will choose who inherits your property if you fail to plan ahead. This sometimes has very undesirable consequences. Planning enables you to control all aspects of your beneficiaries’ inheritance even beyond your death, including the timing, manner and conditions of distributions. Keep property in your family or bloodline. Protect and preserve your beneficiaries’ interests in their inheritance from themselves if financially irresponsible and their lurking creditors or future creditors.

REDUCE IF NOT ELIMINATE ESTATE, GIFT AND GST TAXES

The laws are unpredictable at best. With tax rates topping 50%, failing to plan may result in the United States Treasury inheriting much of your estate instead of your family. Use time tested strategies and techniques that get results.

SHIELD YOUR ASSETS FROM CREDITORS

Take advantage of assets that are “off limits” to creditors. Isolate and Insulate your business assets. Protect the assets of your beneficiaries to ensure your assets remain in your family for generations.

GIVE YOUR BUSINESS PROTECTION AND DIRECTION

Form the most appropriate business entity for your business, legal, tax and accounting needs. Execute proper governing documents, which are important because they provide for all aspects of the business’s operations, including management and operations, ownership, liabilities, restrictions on transferring interests, income tax treatment, allocations of profits and losses among owners, and each partner’s rights and obligations. Make sure your contracts are strong.

DESIGNATE HEALTH CARE SURROGATE AND POWER OF ATTORNEY

Designate who you wish to make health care decisions on your behalf when you are unable to do so. Choose who will serve as your attorney-in-fact over your financial and administrative affairs.

OBTAIN PEACE OF MIND

Planning ahead effectively enables your estate to pass seamlessly to your beneficiaries in accordance with your specifications. Their interests are preserved and protected for generations by avoiding probate and guardianship, minimizing taxes and avoiding keeping their interests away from creditors.

FLEXIBLE AND AFFORDABLE REPRESENTATION

Relative to other firms, our fees are generally fixed and substantially lower. We can afford to charge lower fees given our overhead, innovation and efficiency in our operations. Not only are our fees lower, but we offer alternative fee agreements, such as offering you the ability to pay over time. Some clients use their credit cards. Others pay over the course of a year. Being affordable and flexible makes it very hard for our clients to forego planning because of financial limitations.

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