by Barry Haimo | May 18, 2015 | Estate Planning Attorney, Videos, What an Attorney Does
What is the attorney’s role in the estate planning process? There’s a difference between what practitioners actually do and what they should do. In practice, your attorney is probably going to advise you how to proceed with your estate plan and...
by Barry Haimo | May 18, 2015 | Estate Planning Attorney, Estate Planning Fundamentals, Videos
What does a proper estate plan include? One goal of estate planning is to provide for and protect family and business assets for future generations. This means reducing if not eliminating the potential for money or assets to be transferred to anyone other than...
by Barry Haimo | May 18, 2015 | Estate Planning Attorney, Estate Planning Fundamentals, Videos
When should an estate plan be reviewed? A “Last Will and Testament” or a “Will” is a legal document that expresses your postmortem wishes. It appoints a personal representative or executor to administer your estate. It designates a...
by Barry Haimo | May 18, 2015 | Estate Planning Attorney, Videos, What an Attorney Does
What traits are important in finding an estate planning attorney? You need an attorney that practices exclusively in the field of estate planning to represent your interests, but that alone is insufficient. You need an attorney that you can count on that is...
by Barry Haimo | May 18, 2015 | Estate Planning Attorney, Estate Planning Fundamentals, Videos
Are there ways to protect my assets other than using a trust? Whether or not you have a validly executed Will, your estate will go through Probate to the extent that you die owning assets in your name. “Probate” is the legal process through which a...
by Barry Haimo | May 18, 2015 | Estate Planning Attorney, Estate Planning Fundamentals, Videos
Who needs estate planning? You should consult an estate planning professional as soon as you have children, get married, acquire any assets, and especially if you incur material changes in any of these areas afterwards. “Planning with Purpose,”...