9 Ways to Protect Your Assets By: Barry E. Haimo, Esq. July 17, 2025 If you’re like most people, you’ve spent a lifetime building up your assets. And you don’t want all your hard work to go down the drain because you neglected to create a smart estate plan or set up...
Estate Planning Scams Floridians Should Watch Out For By: Barry E. Haimo, Esq.July 15, 2025 While scammers are everywhere, estate planning scammers are especially vile. After all, it won’t be easy for your beneficiaries to undo the work of a scammer as they’re trying...
Avoid Creditors: Keep a Mistake from Becoming Financial Ruin By: Barry E. Haimo, Esq. July 8, 2025 A while back I wrote about how someone could get into a car accident while texting and lose all of their money if the person they hit decided to sue them. I was merely...
3 Steps to Take After a Dementia Diagnosis By: Barry E. Haimo, Esq. July 1, 2025 Rather than referring to a single disease, the term “dementia” can be applied to a variety of symptoms involving a debilitating decline in cognitive thinking skills. As we age, even the...
June 24, 2025 Internal Revenue Code Section 1202: The Qualified Small Business Stock (QSBS) Exclusion Internal Revenue Code Section (“Code”) 1202 is a highly attractive tax incentive designed to encourage investment in small, growing businesses. It...
