Blog
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,...
04 – Why Do I Have to Sign an Engagement Agreement?
Why Do I Have to Sign an Engagement Agreement? Generally, it is the firm policy not to proceed with representation unless first obtaining an executed version of our standard engagement agreement. It’s important that there exists a clear understanding of the terms of...
Money Moves to Make after the 2020 Election
Money Moves to Make after the 2020 Election By: Barry E. Haimo, Esq. October 15, 2020 Depending on which parties take hold of the White House and Congress, the consequences for your taxes could be substantial. Therefore, it is imperative to watch the elections with...
What Investors Should Know If Trump Cuts Capital Gains Taxes
What Investors Should Know If Trump Cuts Capital Gains Taxes By: Barry E. Haimo, Esq October 8, 2020 As an investor, it’s always wise to keep an eye on Washington and make adjustments to your portfolio and annual tax planning accordingly. Recently, President Trump...
Four Estate Planning Items to Check During the Coronavirus Pandemic
Four Estate Planning Items to Check During the Coronavirus Pandemic By: Barry E. Haimo, Esq. October 1, 2020 Florida’s recent spike in COVID-19 cases shows us that coronavirus is not going away any time soon. Over 5,000 people have been killed by the virus in the...
Reasons You Should Consider a Charitable Remainder Trust
Reasons You Should Consider a Charitable Remainder Trust By: Barry E. Haimo, Esq. September 24, 2020 Many people are inspired to use their wealth to support organizations and causes they care about. Philanthropy is a wonderful thing, and if you use the right...
Curbside Estate Planning: Safe Options for Getting Legal Help During the Pandemic
Curbside Estate Planning: Safe Options for Getting Legal Help During the Pandemic By: Barry E. Haimo, Esq. September 10, 2020 The COVID-19 pandemic is certainly a very good reason to have an updated estate plan in place. Understandably, though, many people have been...
05 – Why Does Haimo Law Use Digital Signatures?
Why Does Haimo Law Use Digital Signatures? Everyone loves to save time. Unsurprisingly, Haimo Law utilizes digital execution resources and signatures for a variety of reasons. First, Florida Statute 668.004 equates digital signatures with written signatures....
Estranged Wife of Cars Singer Ric Ocasek May Still Have Rights To His Assets
Estranged Wife of Cars Singer Ric Ocasek May Still Have Rights To His Assets By: Barry E. Haimo, Esq. September 3, 2020 At the time of Ric Ocasek’s death, he was legally married to model, Paulina Porizkova. The couple of 30 years were still close to their two sons....
How You Can Use Your Estate Plan to Set Goals for Your Kids
How You Can Use Your Estate Plan to Set Goals for Your Kids By: Barry E. Haimo, Esq. August 27, 2020 German writer and statesman Johann Wolfgang von Goethe once said, “There are only two lasting bequests we can hope to give our children. One of these is roots, the...
Do You Need an Estate Plan If You’re Single?
Do You Need an Estate Plan If You’re Single? By: Barry E. Haimo, Esq. August 20, 2020 Typically, the idea of passing money or material possessions on to a life partner or down to the next generation is the catalyst for most people to finally begin thinking about...
Electronic Wills Went Live in Florida July 1 – What That Means for Estate Planning
Electronic Wills Went Live in Florida July 1 - What That Means for Estate Planning By: Barry E. Haimo, Esq. August 13, 2020 Estate planning isn’t always viewed as the most “up-to-date” industry. In some ways, that can be problematic, but in others it actually...
Understanding the Value of Succession Planning and Why You Need an Outside Perspective
Understanding the Value of Succession Planning and Why You Need an Outside Perspective By: Barry E. Haimo, Esq. August 6, 2020 If you run a business, you know the importance of planning ahead. Every business sees changes, whether it’s from week to week, season to...
06 – What Is a Termination Letter?
What is a termination letter? A termination letter isn't nearly as scary as it sounds. A termination letter is a short letter that generally indicates that the firm has performed as promised and the representation - limited to the scope of representation...
How Engaging in Estate Planning During Coronavirus Could Let Your Family Keep More of Your Assets
How Engaging in Estate Planning During Coronavirus Could Let Your Family Keep More of Your Assets By: Barry E. Haimo, Esq. July 30, 2020 Months of lockdowns, massive government spending, and unsteady business reopenings in the wake of the COVID-19 pandemic have US...
Estate Planning Requires More than Filling Out a Form
Estate Planning Requires More than Filling Out a Form By: Barry E. Haimo, Esq. July 23, 2020 The internet has made it easier than ever to perform complicated tasks with the click of a few buttons. But while there are many areas where this can be great (such as banking...
Is It Too Late to Create a Will After a Dementia Diagnosis?
Is It Too Late to Create a Will After a Dementia Diagnosis? By: Barry E. Haimo, Esq. July 16, 2020 Helping a loved one plan for their legal future after a dementia diagnosis can be difficult, but it’s also incredibly important. When it comes to a problem like...
Will or Revocable Trust: Which Will Serve You Better During COVID-19?
Will or Revocable Trust: Which Will Serve You Better During COVID-19? The COVID-19 pandemic has revealed to many the inadequacies of their current estate planning. For some, that realization came too late. If you are like many Americans, you may be wondering...
07 – Can We Video Conference to Further Discuss Our Planning?
Can we video conference to further discuss our planning? Absolutely. We see the value and convenience in video conferencing, and do often schedule video conference calls via Skype, Google, and other platforms in order to make it most convenient for you and your...
Understanding the Value of the Personal Property Memorandum
Understanding the Value of the Personal Property Memorandum By: Barry E. Haimo, Esq. July 2, 2020 When you’re in the middle of estate planning, there are many documents that may seem confusing. One such item is the “personal property memorandum.” These useful...
