Understanding the Value of the Personal Property Memorandum By: Barry E. Haimo, Esq. July 2, 2020 When you’re in the middle of estate planning, there are many documents that may seem confusing. One such item is the “personal property memorandum.” These useful documents are often listed with wills...

By: Barry E. Haimo, Esq. June 25, 2020 Owning a vacation home can be exciting and stressful all at the same time. Knowing that you own a piece of property that your family can use as a getaway is a great feeling. On the other hand, you...

The SECURE Act's Impact on Your Estate Planning By: Barry E. Haimo, Esq. June 4, 2020 Just before Christmas 2019 (after months of hold up) the SECURE Act was passed as an aggressive measure to thwart looming worries that, based on market conditions and retirement statistics, older Americans...

How Stock Market Changes Affect Estate Planning Concerns By: Barry E. Haimo, Esq. May 21, 2020 Besides changes in tax legislation, there is a myriad of reasons to revisit your estate plan on a regular basis. Stock market fluctuation (even when it’s on the rise) is one of...

Read This Before Coronavirus Scares You into Creating an Online DIY Will By: Barry E. Haimo, Esq. April 16, 2020 As the country continues to deal with this coronavirus pandemic, news sources report a surge in DIY will creation coast-to-coast.  In the wake of the real toll this virus...

By: Barry E. Haimo, Esq. March 30, 2020 Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) All business owners may benefit from the passage of the Coronavirus Aid, Relief, and Economic Security Act (the “Cares Act” or "Act"). There's a lot of provisions making up the...

By: Barry E. Haimo, Esq. March 29, 2020 Legislation is being proposed and hopefully signed into law to assist businesses maintain their employee workforce by providing PPP loans. PPP loans will be made by lenders who are currently approved as 7(a) lenders or who are approved by...

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