By: Barry E. Haimo, Esq.
December 6, 2017
Trifecta of Representation – A Team Approach
At Haimo Law, we work with CPAs and financial advisors to ensure that your estate and business planning need are holistically addressed. We believe this is the proper way to ensure our clients are well advised and their plans are properly implemented. Below, you will find a Prezi Presentation illustrating how we work together with CPAs and financial advisors for your benefit; a personal board of directors if you will.
THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. EACH SITUATION IS HIGHLY FACT SPECIFIC AND REQUIRES A CONSULTATION TO UNDERSTAND SUCH FACTS AND THE CLIENT’S NEEDS AND GOALS. ACCORDINGLY, NOTHING CONTAINED HEREIN CONSTITUTES LEGAL ADVICE.
Barry E. Haimo, Esq.
Strategic Planning With Purpose