IRC 1031 Like-kind exchange By: Barry E. Haimo, Esq. June 19, 2025 What is a 1031 Like-Kind Exchange? At its core, a 1031 exchange, named after Section 1031 of the Internal Revenue Code, allows you to defer capital gains taxes when you sell an investment property and...
In Estate and Business Planning, You Want Someone Who’s Been There and Done That Before By: Barry E. Haimo, Esq.April 28, 2025 The ins and outs of deciding what happens to your assets after you’re gone, strategizing to ensure the results of your hard work are passed...
What It’s Like When You Decide to Work with Us By: Barry E. Haimo, Esq.April 16, 2025 There are lots of law firms out there that operate on a volume model. Their job is to do the work you ask for as fast as possible and move on to the next client, because that’s how...
The Default Rules: What Happens If You Fail to Plan Ahead? Planning ahead is one of the most important steps you can take to protect your wealth, health, and family. Without a clear plan, the state’s default rules of intestate succession will step in, and they may not...
Your Guide to the Ins and Outs of Funding Your Trust By: Barry E. Haimo, Esq.September 27, 2024 Today, we’re diving into a crucial topic: trust funding. If you’ve completed your estate planning and established a trust, you’re ahead of the curve. You...
What to Know about Corporate And Professional Trustees By: Barry E. Haimo, Esq.September 13, 2024 Understanding the distinctions between a professional trustee and a corporate trustee is crucial for effective trust management. Each type of trustee brings unique...
