Do Your Children Need Asset Protection? By: Barry E. Haimo, Esq. November 24, 2020 The shortest answer we can give you is that if you have children, then yes, they do need asset protection. Indeed, most people who have children hope to leave some form of inheritance...
How to Use Your Estate Plan to Save on Taxes Even with Interest Rates So Low By: Barry E. Haimo, Esq. November 19, 2020 Due in part to COVID-19 economic recovery efforts, interest rates are at a historic low right now. This has created a number of estate planning...
Don’t Forget How Much the Annual Exclusion Gift Can Save You Tax planning for your estate can quickly become complicated. There are many strategies available, which can seem overwhelming if you’re looking for every little advantage you can get. Paying attention...
Should You Be Protecting Your Investments against Inflation? By: Barry E. Haimo, Esq. November 5, 2020 The COVID-19 pandemic has changed the world and markets right along with it. This has a lot of people with money invested worrying about inflation — and for good...
Money Moves to Make after the 2020 Election By: Barry E. Haimo, Esq. October 15, 2020 Depending on which parties take hold of the White House and Congress, the consequences for your taxes could be substantial. Therefore, it is imperative to watch the elections with...
What Investors Should Know If Trump Cuts Capital Gains Taxes By: Barry E. Haimo, Esq October 8, 2020 As an investor, it’s always wise to keep an eye on Washington and make adjustments to your portfolio and annual tax planning accordingly. Recently, President Trump...
