Legacy Leaders

Barry Haimo: The Importance of Documentation in Post-Mortem Planning


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Barry E. Haimo is a licensed attorney in Florida and New York, specializing in estate and business planning. He helps families with estate and asset protection and advises businesses (LLCs, LPs, LLPs, corporations) on their organization, formation, taxation, asset protection, and operation. He is known for his personal approach and frequently gives seminars on tax and estate planning. He earned a Bachelor of Science degree in Computer and Information Science from the University of Florida, a Juris Doctorate from Nova Southeastern University, and a Master of Laws (LL.M.) in Taxation from New York Law School. His attentiveness coupled with the zeal to understand the complexities of his clients’ needs allows him to offer tailored solutions that do justice to his clients' unique circumstances.

 

Listen to this informative Legacy Leaders episode with Barry Haimo about the Customized Approach to Planning, The Importance of Estate Planning, Estate Planning for New Parents & Young Adults in College, Late Estate Planning and Probate Issues, and The Value of Relationships in Estate Planning.

 

Here is what to expect on this week’s show:

●    Recognize the significance of shaping an estate plan to match individual or business requirements

●    Grasp warm-hearted ways to navigate conflicts arising from disposition after death, for a peaceful resolution

●    Explore the pivotal role of estate planning in safeguarding the future of a child especially for new parents

●    Realize the implications of young adults neglecting estate planning and the subsequent impact on their parents

●    Comprehend the importance of estate planning in circumventing expensive and drawn-out legal encounters

 

Connect with Barry Haimo:

Website: https://www.haimolaw.com/

Facebook: https://www.facebook.com/HaimoLaw

LinkedIn: https://www.linkedin.com/in/bhaimo/

Instagram: https://www.instagram.com/haimolaw/

Twitter: https://twitter.com/HaimoLaw

YouTube: https://www.youtube.com/user/haimolawtv

Phone: Florida: 954-599-7483; New York: 631-889-2757

 

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

Connect with Carol Dewey:

Website: https://www.perpetualwealthfinancial.com/

LinkedIn: https://www.linkedin.com/in/perpetualwealth/

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