FAQs

A: No, but you must meet with a member of our firm prior to making changes to your plan. It is our firm policy to ensure that you and only you want changes to your plan. We won’t make changes over the phone. In some cases, we will arrange to visit clients’ homes or offices, to ensure proper changes and updates are made. We do not warrant that documents will be effective if modified or changed without our law firm’s involvement.

A: Our firm’s philosophy is to guide our clients to leave a legacy to their loved ones in the right means, at the right time, and at the least cost possible. Other planners may be more narrowly focused—with goals to solely save taxes, offer the cheapest trusts, or only address a small portion of the family’s planning. We find that choice more often leaves loose ends that result in either administrative costs or more often emotional and/or financial pain for those left behind. Haymond Law offers our clients comprehensive solutions that provide their family with peace of mind that their legacy will be exactly as they design.

A: Any attorney can create a Living Trust. We have even seen non-attorneys help clients prepare Living Trusts. Not all living trusts are created equal. For the benefit of our clients, our documents are constantly changing, evolving, and updated to comply with tax and legal changes. Haymond Law invests in the education of its’ attorneys and staff to ensure the Living Trusts we provide offer our clients the best of protection in an ever-changing world.

A: Likely not. This can vary between states and counties. However, almost every family trust should have no impact on your property tax assessment or individual income tax reporting.