Jules Martin Haas Attorney at Law

02/06/2026

A family’s inheritance remained tied up for years—not because of family conflict, but because of beneficiary designation and paperwork issues.

It’s a powerful reminder that even carefully crafted estate plans can be undermined if account forms and beneficiary designations aren’t reviewed and updated properly.

For a prompt, free consultation, call Jules at 212.355.2575.

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information.

01/06/2026

Did you know that the Great Wealth Transfer is about more than passing down assets, it’s about sharing values, family goals, and a lasting legacy that can benefit future generations.

Thoughtful estate planning helps ensure your wealth reflects what matters most to you.

For a prompt, free consultation, call Jules at 212.355.2575.

27/05/2026

Retirement savings strategies are evolving in 2026, and small adjustments today can make a meaningful difference in your long-term financial security.

For a prompt, free consultation call Jules at 212.355.2575.

As the new year begins, savings have hit unprecedented levels, but rising health care costs and growing poverty make retirement unaffordable for many.

27/05/2026

Do you know how to avoid making financial mistakes if your spouse isn't a US citizen?

For a prompt, free consultation call Jules Martin Haas Attorney at Law at 212.355.2575.

Here are the steps financial advisors take to assist couples in which one spouse isn’t a U.S. citizen.

22/05/2026

Do you know how to save and plan for your financial future?

For a prompt, free consultation call Jules at 212.355.2575.

A lawyer shares his expertise about wills and saving money.

21/04/2026

Looking for someone you can trust to guide you through a closing? Here’s a recent experience:

I have worked with Jules Haas to oversee two closings, and both experiences were excellent. He is direct, knowledgeable, and incredibly accommodating; always available, attentive, and easy to communicate with, which made a stressful process much more manageable. He is a lifesaver! We could not have made it through these intense closings without him.

When others required large upfront fees, he took the time to evaluate the case and listened to my concerns throughout the entire process.

Mr. Haas is honest, fair, a great listener, does not overcharge, and explains everything clearly so that you feel confident working with him every step of the way.

As long as you can respect his schedule, you will find that he is a true gem who will get you the results that you are looking for.

I highly recommend him.

📞 Contact Jules Haas at 212.355.2575 to get the results you’re looking for.

21/04/2026

Most families avoid talking about money—but regular family meetings can bring clarity, reduce conflict, and keep everyone aligned.

Set a simple, recurring agenda (finances, plans, documents) to build transparency and avoid bigger issues later.

For a prompt, free consultation call Jules Martin Haas Attorney at Law at 212.355.2575.

Why regular family meetings can reduce conflict and improve estate planning decisions

17/04/2026

Elder abuse is a growing concern—but legal safeguards exist. New York guardianship proceedings can help protect vulnerable individuals by ensuring their finances, healthcare, and daily needs are managed safely and responsibly.

If you’re worried about a loved one, don’t wait. Call Jules at 212.355.2575 to learn how guardianship can help protect those who matter most.

Article 81 of The New York Mental Hygiene Law (MHL) entitled “Proceedings For Appointment Of A Guardian For Personal Needs Or Property Management”, provides the substantive and procedural ...

15/04/2026

Sometimes the smartest inheritance strategy is saying “no.”

Before you accept (or refuse) an inheritance, make sure it aligns with your overall financial plan.

Questions? Call the office of Jules at 212.355.2575.

13/04/2026

Estate planning isn’t just for the wealthy—it ensures your wishes are honored, avoids legal headaches, and protects your family both during incapacity and after death.

Keep it updated and coordinated (wills, trusts, beneficiaries, directives), because outdated or missing plans can lead to delays, taxes, and unintended outcomes.

For a prompt, free consultation call Jules Martin Haas Attorney at Law at 212.355.2575.

Estate planning is all about taking charge of your legacy. Here's what you need to know.