Trust providing asset protection

A trust is a separate legal entity that owns and manages property like real estate, cash, stocks, bonds, etc. for the benefit of your desired beneficiaries. A trustee is appointed to manage the trust pursuant to the document’s precise instructions in the trust...

Illusion that a will avoids probate

Great title! A will does not avoid probate. A will is merely instructions for what to do in probate. Avoiding probate will require retitling assets appropriately, being mindful of liability exposure and taxes. Trusts are helpful vehicles here. More on that later...

Haimo Law Process

Not every firm focuses on estate planning and not every estate planning firm is competent to engage in business planning and business succession planning like we do. Our unique 3-step proven process also sets us apart as well. We take the time to get to know you,...
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