Bringing Awareness to Complex Family Situations By: Cristin Gerczak, Esq. January 12, 2021 Estate planning is not a no-brainer and there is no “simple” estate plan. Navigating the world of estate planning can be a challenge for many — especially in cases that involve...
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...
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...
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...
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...
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....