BILLING POLICIES   Haimo Law generally bills on a fixed costs basis.  However, some forms of representation are more appropriate to be billed hourly or some combination of both hourly and fixed costs.  As you will see below, probate lends itself to a deferred compensation structure.   Contact...

Do I need my original documents?   Yes, you generally need the originals. That is not to say that you cannot use copies. However, using copies in some situations requires additional hurdles, especially in probate. To ensure a smooth process and pleasant planning experience, we ask that...

Who keeps my original executed documents?   It is generally the firm policy to retain the original documents for safekeeping. You will receive copies of your documents electronically via a secure link or other means if you would prefer. They will also be converted to digital copies...

How does Haimo Law help families get organized?   Haimo Law offers clients its proprietary document called the “Snapshot”, which concisely collects all the client’s material information relating to estate planning, financial planning, and medical information.  It consolidates and organizes family and business information so families are...

Should I tell my attorney everything?   There is no question that sharing intimate information with an attorney can be uncomfortable. It’s important to work with someone you can connect with and trust. You should start by expressing your goals and wishes with the attorney.  We...

Should I communicate the details of my plan with my family members?   Every family is different.  Our general suggestion would be yes - you should have that conversation with your family members.  However, it depends on your family dynamic and how comfortable you are with sharing...

Why do we use surveys?   Presently, Haimo Law utilizes two surveys: an initial intake survey and an end of representation survey. Intake survey: the initial intake survey helps focus the meeting by identifying important issues in advance. It gathers your contact information and gets an idea about...

What is an execution ceremony?   Like most states, Florida requires that your estate planning documents be executed in compliance with very particular formalities. These formalities exist because you are executing documents that take effect or govern your financial and administrative affairs after you’ve passed away, when...

How long does this process take?   Generally, the time between our initial meeting and execution ceremony is between ten and fourteen days. We will always keep you thoroughly updated so you know when to expect the process to be executed.     Author: Barry E. Haimo, Esq. Haimo Law Strategic Planning With Purpose Email: barry@haimolaw.com LinkedIn: http://www.linkedin.com/in/bhaimo Google+: https://plus.google.com/u/0/+BarryEHaimoLaw/posts YouTube: http://www.youtube.com/user/haimolawtv YOU...