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...

Elder Scams - The Obituary Debt Barry E. Haimo, Esq. June 11, 2015 Financial scams that target elderly Americans have become alarmingly prevalent in recent years. It is estimated that billions of dollars are lost by our country’s elderly every year, and there are an estimated five million separate incidents...

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,...

The Challenges of Altering a Will - Part 1 Barry E. Haimo, Esq. May 21, 2015 As Greek philosopher Heraclitus once said, “the only thing that is constant is change.” Our lives are constantly in motion, and our needs, desires, and situations are always changing. Throughout the course of...

Avoid the Funeral Scam with Careful Estate Planning Barry E. Haimo, Esq. May 21, 2015 Few crimes are as disgraceful as taking advantage of an aging, vulnerable senior. Yet elder scams have become increasingly prevalent within the last several years, with some referring to elder abuse crimes as one...

By: Barry E. Haimo, Esq. May 19, 2015 Can My Power of Attorney Document Make or Change My Will? A power of attorney document allows a designated fiduciary to help you keep your financial and administrative affairs in order. If you wish, multiple agents can be appointed, and...

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