Latest News and Information
Are You Leaving Chaos For Your Significant Other If You’re Not Married?
Are You Leaving Chaos For Your Significant Other If You're Not Married? By: Cristin Gerczak, Esq. December 1, 2020 Did you know that without an estate plan, your live-in life-long significant other won’t receive any portion of your estate assets if you aren’t married...
Do Your Children Need Asset Protection?
Do Your Children Need Asset Protection? By: Barry E. Haimo, Esq. November 24, 2020 The shortest answer we can give you is that if you have children, then yes, they do need asset protection. Indeed, most people who have children hope to leave some form of inheritance...
How to Use Your Estate Plan to Save on Taxes Even with Interest Rates So Low
How to Use Your Estate Plan to Save on Taxes Even with Interest Rates So Low By: Barry E. Haimo, Esq. November 19, 2020 Due in part to COVID-19 economic recovery efforts, interest rates are at a historic low right now. This has created a number of estate planning...
Don’t Forget How Much the Annual Exclusion Gift Can Save You
Don't Forget How Much the Annual Exclusion Gift Can Save You Tax planning for your estate can quickly become complicated. There are many strategies available, which can seem overwhelming if you’re looking for every little advantage you can get. Paying attention and...
01 – What Can I Expect the Process of Representation to Be Like?
What Can I Expect the Process of Representation to Be Like? Click here to view our Representation Road Map. First, we will send you a brief introductory questionnaire. Acquiring information in advance helps focus our meeting together. We will then sit down...
02 – Where is the Initial Meeting?
Where is the Initial Meeting? Family and business dynamics are extraordinary in nature. Each family and business is unique and you can imagine how estate and business planning can get extremely personal. It is for this reason that we generally meet clients...
03 – What is an Engagement Agreement?
What is an Engagement Agreement? An engagement agreement reflects the material terms of representation. We have learned through experience that clients prefer a concise outline of what they can expect from the firm and what the firm can expect from them. These terms...
Should You Be Protecting Your Investments against Inflation?
Should You Be Protecting Your Investments against Inflation? By: Barry E. Haimo, Esq. November 5, 2020 The COVID-19 pandemic has changed the world and markets right along with it. This has a lot of people with money invested worrying about inflation — and for good...
What Makes Someone a Good Personal Representative — and Why Do You Need One?
What Makes Someone a Good Personal Representative — and Why Do You Need One? By: Barry E. Haimo, Esq. October 29, 2020 Choosing a good personal representative, also known as an executor, is vitally important. But how do you find the right person for the role to ensure...
What are Foreign Trusts and Can You Take Advantage of One?
What are Foreign Trusts and Can You Take Advantage of One? By: Barry E. Haimo, Esq. October 22, 2020 The world has gotten a lot smaller over the past few decades, and everyone is becoming a part of an expanding global society. This shows itself in a variety of ways,...
