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Скачать или смотреть What is the attorney's role in the estate planning process? [Plantation Estate Planning Lawyer]

  • Haimo LawTV
  • 2012-06-20
  • 148
What is the attorney's role in the estate planning process? [Plantation Estate Planning Lawyer]
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Описание к видео What is the attorney's role in the estate planning process? [Plantation Estate Planning Lawyer]

Visit us at https://HaimoLaw.com. Strategic Planning With Purpose. Plantation, Florida Estate and Business Planning Law Firm; Will, Trusts, Probate, Business Planning, Asset Protection. Call Us at 954-228-3369 or email [email protected].

There's a difference between what practitioners actually do and what they should do. In practice, your attorney is probably going to advise you how to proceed with your estate plan and draft all necessary documents. You'll then be passed on to an accountant to help you administer it, and maybe if you're lucky you'll either have a financial planner or he/she will refer you to someone who will help implement your estate plan into your financial plan.

Haimo Law understands that your time is limited time and you'd prefer to surround yourself with a team of professionals that can seamlessly work together to meet your goals. You don't need 3 separate meetings with each professional. With Haimo Law, you can rest assured that your interests are our priority.

Why

Each interaction with a client presents a unique opportunity for us to prove our devotion to customer service and commitment to helping families and businesses achieve their goals.

How

We understand complicated family and business dynamics and exhibit an empathetic bedside manner. Our team approach prioritizes relationships, capitalizes on innovation, leverages technology and focuses on fundamentals. The result is a distinct and refreshing experience that is redefining estate and business planning.

What

We work with accountants and financial planners to help families and businesses get organized, protect and preserve assets for generations and leave behind a legacy they can be proud of. Practicing exclusively in the area of estate and business planning, Haimo Law is a boutique law firm that represents clients in preparing wills and trusts, administering estates, addressing business issues and creating asset protection plans and structures.

These videos neither constitute legal advice nor create an attorney-client relationship between you and Haimo Law. For more information, click here: https://haimolaw.com/legal-disclaimer.

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