Another Benefit of Trusts: Owning Real Estate in Multiple States By: Barry E. Haimo, Esq. March 26, 2015 There are many benefits associated with setting up a trust or estate administration, and avoiding probate is at the top of the list. Probate can be a costly, stressful, and...

New Guardianship Laws Could Provide Alternatives to Probate Barry E. Haimo, Esq. June 4, 2015 Very few would call Florida’s guardianship program “perfect.” In fact, many—including the Miami New Times— would go as far as to call it “much-maligned” and in desperate need of an overhaul. Under Florida guardianship laws,...

Wrong Kind of Trust By: Barry E. Haimo, Esq. December 18, 2014 People put money into trusts for a number of reasons. They want to avoid probate. They’re nervous about creditors getting their money. They believe their private affairs should stay that way. In Jerry’s case, he was...

Am I Responsible for My Deceased Parent or Spouse’s Bills? By: Barry E. Haimo, Esq. May 19, 2015 [BEGIN TRANSCRIPT] HAIMO: Generally speaking, you are not responsible for the debts of another person unless you actively agree to be responsible for those debts. [END TRANSCRIPT] The weeks and months that follow death...

As an Heir, How Do I Stay Informed of What Is Happening in the Probate Case? By: Barry E. Haimo, Esq. May 18, 2015 [BEGIN TRANSCRIPT] HAIMO: Generally beneficiaries—either designated by will or statute—will be notified and kept informed of the status of proceedings because most actions in probate require...

The Perils of Administering a Trust in Florida By: Barry E. Haimo, Esq. January 20, 2015 If a loved one or close friend asks you to serve as administrator for their trust, chances are good that you’re going to say yes. After all, they are trusting you with...

By: Barry E. Haimo, Esq. May 18, 2015 Are There Techniques Available to Avoid or Reduce Estate Taxes? [BEGIN TRANSCRIPT] HAIMO: There are many techniques that you can utilize to avoid or reduce estate tax liability. The threshold for estate tax liability changes periodically, so it’s important to consult with...

[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left" background_image_as_pattern="without_pattern" el_class="desktop-only" parallax_content_width="in_grid" angled_section="no" angled_section_position="both" angled_section_direction="from_left_to_right" padding_top="50" padding_bottom="50" css=".vc_custom_1454433342408{padding-top: 3rem !important;padding-bottom: 3rem !important;}"][vc_column width="1/1"][vc_column_text] BACK TO THE BASICS: THE NEW LAW FIRM BUSINESS MODEL THAT INJECTS VALUE AND CONFIDENCE INTO FAMILIES [/vc_column_text][/vc_column][/vc_row][vc_row row_type="row" use_row_as_full_screen_section="no" type="grid" text_align="left" background_image_as_pattern="without_pattern" el_class="mobile-only" parallax_content_width="in_grid" angled_section="no" angled_section_position="both" angled_section_direction="from_left_to_right"...

The Challenges of Altering a Will – Part III Barry E. Haimo, Esq. June 18, 2015 In two earlier blog posts here and here, I discussed the right and wrong ways to alter a last will and testament. The blogs chronicled the unfortunate story of Fred Putney, who...

The Challenges of Altering a Last Will and Testament – Part II Barry E. Haimo, Esq. June 18, 2015 For those of you who have been following my blog, you may remember my previous post on altering a will. The first chapter in my two-part series discussed some...

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