Why Digital Assets Matter   By: Barry E. Haimo, Esq. October 23, 2014 Stop me if you’ve heard this one before: we live in a digital world. It’s become cliché to say that. However, there’s a reason the phrase has been repeated so often in recent years, and that’s because...

Don’t Forget Your Business When Planning Your Estate By: Barry E. Haimo, Esq. September 5, 2014 When most people hear the words “estate planning,” they think about Wills and Trusts. After all, an estate plan is supposed to help you to put your personal finances in order when...

What a Will Does (Part 1) Author: Barry E. Haimo, Esq. August 5, 2014 A Last Will and Testament or a “Will” is a legal document that expresses your postmortem wishes; mainly with respect to devising assets and appointing fiduciaries. It designates a personal representative or executor to...

What a Will Does and Doesn't Do (Part 1) [caption id="attachment_2584" align="alignleft" width="300"] What message are you sending your beneficiaries?[/caption]           By: Barry E. Haimo, Esq. August 5, 2014 A Last Will and Testament or a “Will” is a legal document that expresses your postmortem wishes; mainly with respect to devising...

Trusts are the "Channels" of Your Family's Future   By: Barry E. Haimo, Esq. April 24, 2014 If you fail to plan your estate, here are a few things that you are setting your family up to experience. Guardianship During life, if you become mentally incapacitated by illness or injury, your...

Victory! Married Same-Sex Couples Gain Equal Tax Benefits Two months after the Defense of Marriage Act was struck down, the Treasury department ruled that legally married same-sex couples will be characterized as married for federal tax purposes. This decision is critical to same-sex couples lawfully married in...

Digital Assets in the Estate Planning Universe August 5, 2013 (slightly amended in April 21, 2018) By: Barry E. Haimo, Esq. The objective of an estate planning attorney is to help our clients plan for and execute a smooth and efficient transfer of assets in both terms of...

Estate Planning Hurdles For Same Sex Couples  Relevance With arguments over the constitutionality of the Defense of Marriage Act ("DOMA") having been heard at the United States Supreme Court level, what follows is a basic outline of some of the implications of these rights presently being experienced...

Shifting, Preserving and Protecting Wealth for Generations The amount of an estate that is exempt from estate tax is presently $5.25 million ("Unified Credit"). The rate of estate and gift tax that you can expect to pay above this amount is presently 40%. Aside from 2010...

Miscellaneous Provisions Under Florida's Trust Code PART XIII Miscellaneous Provisions Under Florida's Trust Code   736.1301 Electronic records and signatures. 736.1302 Severability clause. 736.1303 Application to existing relationships. 736.1301 Electronic records and signatures.—Any provisions of this code governing the legal effect, validity, or enforceability of electronic records or electronic signatures, and of contracts formed or performed...

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