by Barry Haimo | Mar 14, 2019 | Asset Protection, Financial Planning
By: Barry E. Haimo, Esq.March 14, 2019 Last Will and Testament document You Inherited a Retirement Account – Now What? Inheriting a retirement account tells you that your loved one cared about your financial well-being. Which is fantastic. Inherited retirement...
by Barry Haimo | Oct 6, 2015 | Asset Protection, Financial Planning
By: Barry E. Haimo, Esq. October 6, 2015 Estate Planning: You Shouldn’t Always Accept an Inheritance From disco albums to boring books to ugly sweaters—we’ve all politely accepted gifts we don’t want at some point in our lives. But while graciously accepting an...
by Barry Haimo | Sep 29, 2015 | Asset Protection, Financial Planning
By: Barry E. Haimo, Esq. September 29, 2015 How to Protect IRA Assets for Beneficiaries with Trusts As an estate planning attorney, I often work with clients who have accrued large amounts in qualified retirement plans like individual retirement accounts, or IRAs....
by Barry Haimo | May 7, 2015 | Asset Protection, Financial Planning
Financial Planning: Joint Accounts Mean Joint Pain Barry E. Haimo, Esq. May 7, 2015 In the right circumstances, a joint bank account can be a useful tool for transferring money and avoiding probate. But while setting up a joint bank account with a family member, loved...
by Barry Haimo | Nov 3, 2014 | Asset Protection, Financial Planning
The Overlap between Estate Planning and Financial Planning By: Barry E. Haimo, Esq. November 3, 2014 Estate planning aims to ensure your affairs are in order during life and after death. It focuses on five things: i) appoint fiduciaries to stand in your shoes when...
by Haimo Law | Jun 25, 2014 | Asset Protection, Financial Planning
Inherited IRAs Lose Important Ground By: Barry E. Haimo, Esq. June 25, 2014 Click here to read this post for a basic introduction to IRAs. As you know, one of the benefits of IRAs is that they are protected from creditors. This is particularly true in Florida,...