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Biggest mistakes in estate planning

When it comes to estate planning, mistakes can be expensive. Expensive in terms of time, energy, emotion, dealing with attorneys and court staff and family members you haven't spoken to since Vietnam. Thoughtful planning minimizes this...

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Don’t Name These People or Entities as Beneficiaries

Don’t Name These People or Entities as Beneficiaries

Don't Name These People or Entities as Beneficiaries By: Barry E. Haimo, Esq. September 16, 2021 When it comes to estate planning, one of the biggest decisions you’ll make is who to name as a beneficiary. Beneficiaries are those people or entities designated in your...

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Estate planning to keep the money in the family

Thoughtful estate planning often includes accomplishing the objective of ensuring that money and property remains in the family. Consider the scenario where one spouse passes away leaving a spouse and children. The surviving spouse may...

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What You Need to Know about Valuing Estate Assets

What You Need to Know about Valuing Estate Assets

What You Need to Know about Valuing Estate Assets By: Barry E. Haimo, Esq. September 9, 2021 When dealing with the death of a loved one, surviving family members often consult estate planners or legal experts regarding valuing estate assets. They want to know if it is...

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3 Dangers of Probate

3 Dangers of Probate

3 Dangers of Probate You Should Know By: Barry E. Haimo, Esq. September 6, 2021 When considering estate planning, you’ll hear a lot of talk about “avoiding probate.” But what is probate, and what are the dangers of probate you should know? Probate refers to the legal...

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