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...

Health Care Decisions Need to Be Made While Healthy By: Barry E. Haimo, Esq. May 28, 2020 Estate planning is about more than what happens to your assets when you pass away, it’s also about protecting yourself at the end of your life. It’s critical to have a...

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...

By: Barry E. Haimo, Esq. May 17, 2018 Kim Kardashian's Estate Plan Ensures She'll Always Look Her Best When you think of estate planning, it’s likely you imagine deciding who gets which assets. This is the reason many people give for avoiding it. After all, maybe you don’t...

By: Barry E. Haimo, Esq. December 29, 2015 What’s HIPAA? If you have been to a hospital or doctor, you probably had to sign a piece of paper that notified you of HIPAA’s privacy practices. You may have signed this form without paying attention to the content, but...

Another Benefit of Trusts: Owning Real Estate in Multiple States By: Barry E. Haimo, Esq. March 26, 2015 There are many benefits associated with setting up a trust or estate administration, and avoiding probate is at the top of the list. Probate can be a costly, stressful, and...

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...

Kobe Bryant's Death Is an Estate Planning Reminder To All By: Barry E. Haimo, Esq. March 19, 2020 Sometimes it’s a death of a close relative. Other times, it’s the loss of a friend. Then there are those celebrity deaths that hit a large number of people hard....

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...

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