What Makes Someone High Net Worth vs. Ultra High Net Worth? By: Barry E. Haimo, Esq. December 2, 2021 Planning for your future is something everyone should consider to protect their hard-earned assets and family’s security. But if you are a high net worth or ultra...
The SECURE Act’s Impact on Your Estate Planning By: Barry E. Haimo, Esq. June 4, 2020 Just before Christmas 2019 (after months of hold up) the SECURE Act was passed as an aggressive measure to thwart looming worries that, based on market conditions and...
How Stock Market Changes Affect Estate Planning Concerns By: Barry E. Haimo, Esq. May 21, 2020 Besides changes in tax legislation, there is a myriad of reasons to revisit your estate plan on a regular basis. Stock market fluctuation (even when it’s on the rise) is one...
Estate Planning for the 2020 Election By: Barry E. Haimo, Esq. March 12, 2020 There are so many big stories in politics right now that it’s tempting to shut down your computer, turn off your phone, and ignore everything that’s happening. Headlines about impeachment,...
By: Barry E. Haimo, Esq. February 20, 2020 Will The Secure Act of 2019 Impact Your Retirement? As older Americans start to plan their retirement, update their Last Will and Testament, or prepare for tax season, all eyes are on Congress. Recent and proposed...
By: Barry E. Haimo, Esq. December 12, 2019 What You Should Know About the SECURE Act Do you know how much you have saved for retirement? And how long that money will last? More and more Americans are beginning to fear that they will outlive their...
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