Avoid These Common Mistakes in High Net Worth Estate Planning By: Barry E. Haimo, Esq. October 21, 2021 One of the best parts of having a high-net-worth estate is knowing your family will be financially secure for years to come. But what if you haven’t taken the...
Does Your Estate Plan Have These “Non-Financial” Assets? By: Barry E. Haimo, Esq. July 15, 2021 When participating in estate planning, it’s natural to only think about the financial aspects of your estate. Monetary accounts you have. Property you own. And...
By: Barry E. Haimo, Esq. January 24, 2019 3 Ways Charitable Giving Can Go Wrong Charitable gifts allow estate holders to build a legacy and support a cause that they hold dear. If planned correctly, they can help your estate pass on more money to the organizations and...
By: Barry E. Haimo, Esq. September 27, 2018 Should You Have an Estate Plan or a Legacy Plan? Take a moment to think about what you have achieved through your life. These achievements may have a monetary value, but they also may simply add to what people think...
Legacy Planning Takes the Mystery Out of Your Estate Decisions By: Barry E. Haimo, Esq. November 13, 2014 When you think about your estate and financial plans for during life and after you’ve passed, it’s likely that you want to ensure that your affairs are in order...
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