Business Planning

‘Thank you again for your support and advisement with my legal matters. My daughter was very impressed with Mr. Zaltz’ knowledge and kindness too. When I saw this article, I realized Mr Zaltz had been correct — that there was third source of income I had asked his input about starting — Social Security retirement benefits. With his advice and providing contact information, I had phone appointment with a COC counselor who submitted a Social Security application online for me. Shortly after I’d postponed our big meeting due impending Tropical Storm 2 weeks ago, I got a call from Social Security Admin on my home phone! I was home to verify and confirm the application — and should start getting those benefits in the near future! So, yes, Mr Zaltz, you remembered well! A clear indication among many of how committed you are to your clients’ best interests!’ – SR

‘What an awesome experience. Explained everything thing 👌what a pleasure working with them’ – DN

Ari Zaltz made my trust and I TRUST him 🙂 I trust him 100% because he speaks so nicely. Whatever I asked, he took time to answer nicely. He’s a nice, trusting guy. If I could make a business, I would definitely take him as a partner. – Anonymous

Ari Zaltz made my trust and I TRUST him 🙂 I trust him 100% because he speaks so nicely. Whatever I asked, he took time to answer nicely. He’s a nice, trusting guy. If I could make a business, I would definitely take him as a partner. – Anonymous

‘What an awesome experience. Explained everything thing 👌what a pleasure working with them’ – DN

‘We were very impressed with Mr Zaltz’s knowledge about trusts and the way he explained everything to us in language we could understand. He and his office staff were a pleasure to work with. I would highly recommend them to anyone interested in setting up a trust!’ – JM

‘Everyone overly nice and helpful. Answered all my questions happily.’ – MK

‘My experience with the firm of Haas and Zaltz was very reassuring and professional. I left my initial meeting confident and with a feeling of support and and leadership.’ – KK

‘Thank you again for your support and advisement with my legal matters. My daughter was very impressed with Mr. Zaltz’ knowledge and kindness too. When I saw this article, I realized Mr Zaltz had been correct — that there was third source of income I had asked his input about starting — Social Security retirement benefits. With his advice and providing contact information, I had phone appointment with a COC counselor who submitted a Social Security application online for me. Shortly after I’d postponed our big meeting due impending Tropical Storm 2 weeks ago, I got a call from Social Security Admin on my home phone! I was home to verify and confirm the application — and should start getting those benefits in the near future! So, yes, Mr Zaltz, you remembered well! A clear indication among many of how committed you are to your clients’ best interests!’ – SR

Ari did a great job helping us with our elderly aging parents. He was patient and knowledgeable, understanding of our situation and responsive to all our questions. We received answers promptly. Thank you Ari! – KC

‘My parents and I would really like to express our appreciation for all your help, and understanding to get this done. It was your and your staff’s professionalism and understanding and willingness to work with us in a personal way made this a very reassuring process.’ – JP 

“Knowledgeable, friendly service. Will tailor your documents to give you the best outcome for your situation. Can save you and your loved ones heaps of money and tons of heartache.” – Oscar Abraham

“Exceptional Attorneys and Staff” – AO

“Attorneys Haas & Zaltz are extremely knowledgeable and pleasant to work with. They are true experts in their field. I highly recommended them.” – Meir T

“Ari has been amazing in going out of his way to help our clients with outstanding service and honest advice, keep up the good work!” – Sam Lowy

“Ari & his team are amazing they are truly dedicated professionals and trusted advisors with a wealth of knowledge and dedication.” – CB

‘Highly recommended – professional – truly knowledgeable and patient with explaining all options. pros and cons. to best suit my family needs.’ – PB

‘I had a great experience. good customer service. Good advice. Great staff.’ – YI

“I’ve been dealing with Haas & Zaltz for a long time now and specifically with Ari, with his unique approach everything is possible……” – JS

“Haas & Zaltz provides an invaluable service for a nominal fee compared to the savings your estate will realize when the time comes. As a fellow attorney, I recognize the legal acumen, effort and time that they put it to every file. I cannot recommend them enough and in fact, recommend them to my clients seeking assistance with Wills, Trusts and Estates.” – MN

“Very professional and knowledgeable attorneys and office staff.” – AW

“Had a fantastic experience with this firm! Worked with Ari and walked away feeling like we were in extremely capable hands. He was great at explaining the process and all the different options we had. Would definitely recommend to anyone that wants things done right, professional and in a timely manner.” – YS

“Will tailor your documents to give you the best outcome for your situation.” – OA

Ari-
A note of special thanks.
NYC FINANCE approved the appeal you helped us with!!
All the best.
HL

In all my years of dealing with professionals, Mr. Zaltz stands out among them all. From the start, I felt that he was totally protecting me in all ways, from legal and halachic standpoints. He was careful to give me his time and appropriate advice. I came to Haas & Zaltz regarding my father’s affairs and I felt secure when Mr. Zaltz told me that nothing was more important than my father’s wishes. I strongly recommend Haas & Zaltz, LLP and will recommend them and definitely return for my own estate planning when the time comes.

~ H. Maimon

“Thank you for guiding us through the process. You instill confidence.”

AR

Hi Mr. Zaltz,
Just want to keep you informed since you’d offered me some helpful bits of information when you met with us in our home a few weeks back.
Thanks to you, I managed to have a Medicaid application submitted for my husband in the nick of time. As for both of us applying, Medicaid rules are such that they deem us as husband and wife having income way above their limitation 

 (our SSA benefits combined). Even my husband’s alone is a bit high but there are ways around it, to be worked out (thru Medicaid).
Just when I scraped up and sent off a payment to cover a school tax county bill, I was quite taken aback to discover by chance that in our age bracket we could have paid way less taxes in the last few years – by applying for a STAR exemption. (Never heard of this program before my conversation with you.) Shockingly, my husband has basically depleted the bit of savings he’d accrued over these years by cashing out most of our IRAs and CDs (paying penalties to boot) to meet these exorbitant bills. Need to take care of this right away.
Thanks again for your helpful advice.
Sarah T

“Thanks to the Team @ Haas & Zaltz for a great experience and a job well-done!”  

Thank you again for your support and advisement with my legal matters. My daughter was very impressed with Mr. Zaltz’s knowledge – and kindness, too. When I saw your newsletter, I realized Mr Zaltz had been correct — that there was third source of income I had asked his input about starting — Social Security retirement benefits. With his advice and providing contact information, someone submitted my Social Security application for me online. Then shortly after I’d postponed our big meeting due the impending Tropical Storm, I got a call from Social Security Admin on my home phone! I was home to verify and confirm application — and should start getting those benefits in the near future! So yes, Mr Zaltz, you remembered well! A clear indication among many of how committed you are to your clients’ best interests.

“Good News: My parents were approved for Medicaid! It looked impossible but you made it happen. Great job!”