By: Barry E. Haimo, Esq.August 8, 2019 Estate Planning business card on desk with files What to Expect During Your First Meeting with an Estate Planning Attorney Deciding to meet with an estate planning attorney is a big first step. Creating a comprehensive estate plan is the only...
By: Barry E. Haimo, Esq.June 27, 2019 Questions to ask Hiring a Florida Estate Planning Attorney: Questions to Ask Creating an estate plan is rarely a simple process - this is why people turn to estate planning attorneys in the first place. But while an attorney can serve...
Trusts Are Like Toothpaste Tubes https://www.youtube.com/watch?v=tGBd1olqIe8&t=12s You read the title correctly. Trusts are in fact a lot like toothpaste tubes. Let me tell you how. First, you have full control over how much toothpaste is squeezed out. You can squeeze out a little or a lot. It's...
5 Reasons to Love Trusts https://www.youtube.com/watch?v=tGBd1olqIe8&t=12s 1. Avoids Probate - Trusts own property in its name instead of your name. Remember that property can include everything you own (Learn more here). As a result of retitling your property into the name of your trust, there's no assets to go...
How to Avoid Probate Click here for a short playlist on the subject of probate. Very few circumstances justify taking action (or not taking action), intentionally, that results in going through Probate administration (a/k/a "estate administration"). It thrusts loved ones and potentially friends into the personal affairs...
Welcome! Our Representation Road Map provides this information and also contains our current fee schedule. It outlines the process, which consists of at least the following: First, we will send you a brief introductory survey. Then we will need sit down together for an initial consultation. We...
By: Barry E. Haimo, Esq. November 19, 2015 5 Questions to Ask before Hiring an Estate Planning Attorney An estate planning attorney is a legal professional who helps his or her clients get organized and prepared for during life and after death. Through years of experience and education,...
By: Barry E. Haimo, Esq. August 18, 2015 Communication Series - Failure to Communicate During Estate Planning - Part 2 In my most recent post, I shared the unfortunate experience of the Huang family, and how failure to communicate during estate planning brought them chaos, confusion, and hardship. As...
Estate Planning Help: Do I Need an Attorney to Handle an Estate? By: Barry E. Haimo, Esq. May 19, 2015 [VIDEO TRANSCRIPT] BARRY HAIMO: In Florida, an attorney is required to administer an estate through probate proceedings. [END TRANSCRIPT] Planning for the future in the event of your death or your...
The Overlap between Estate Planning and Financial Planning By: Barry E. Haimo, Esq. November 3, 2014 Estate planning aims to ensure your affairs are in order during life and after death. It focuses on five things: i) appoint fiduciaries to stand in your shoes when necessary; ii)...