Bite-Sized Bits of Knowledge


Estate Planning

Why People Fail to Plan – and What to Do for Your Plan

We’ve written in the past about the frustratingly high percentage of people who do not have an estate plan. People who, if something happened to them today, would leave their assets – their legacy – completely at the mercy of the law, with no personal say in what...

What You Need to Understand about Tax Basis

You already know that taxes are complicated. It’s why so many people pay to have professionals handle their taxes every year. But tax basis calculation is one of the concepts that people tend to have the most trouble understanding. Part of the problem is that this...

The Illusion that a Will Avoids Probate

Hi. Thanks for tuning in to another dose of bite-sized bits of knowledge, where we give you meaningful information in a short amount of time. Today we're going to talk about just one very narrow topic that we get all the time. I feel compelled to share with you. It's...

Do You Know the Biggest Florida Estate Planning Mistakes?

It’s sad but true: estate planning mistakes are incredibly easy to make. Planning your estate is a complicated process, with lots of potential pitfalls that you need to avoid. Worse, while there are certainly similarities and big rules that every estate plan must...

Estate planning to keep the money in the family

Keep Money in the Family By Engaging in Smart Estate Planning Thoughtful estate planning often includes accomplishing the objective of ensuring that your money and property actually goes where you want it to go. Quite often, that means keeping it in the family....

Life insurance in estate planning

Life insurance is important for income replacement, business buy-outs and succession and tax planning. There are many types of policies and a lot of minutiae that makes everyone but lawyers crazy (even the lawyers too). Understanding how...

Strengthening files to minimize litigation

There's more to thoughtful and strategic planning than plugging in names and variables. It's a process. There's a lot of moving parts. Remember that planning involves probate, guardianship, estate, gift, income and GST tax, marriage,...

Years of experience to share and teach

It's not good enough to just know the law or even to understand the terrain and landscape surrounding the law. It's critical to be able to communicate and explain the material in a digestible manner. It's critical (to us at least) that our...

Haimo Law Process

Not every firm focuses on estate planning and not every estate planning firm is competent to engage in business planning and business succession planning like we do. Our unique 3-step proven process also sets us apart as well. We take the...

What happens if you fail to plan ahead the default rules

The default rules kick in if you don't have a plan in place. That means that the state statute will determine your beneficiaries and fiduciaries. For a minority of families, it may be okay. But for most families, the default rules are...

High Level Laundry List of Problems We Solve

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death. It's also important to realize that planning is very much...

Big Picture Decisions and Issues

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death. It's also important to realize that planning is very much...

Welcome to Bite-Sized Bits of Knowledge

What you don't know CAN hurt you, your family and your business. Being prepared means having a plan to navigate life's unforgiving uncertainties both during life AND after death.  Here's just a few benefits: • Control aspects of your...

Probate 101

Thanks for stopping by for another dose of bite-sized bits of knowledge, where we give you a meaningful amount of information in a short amount of time. Today is a really important video. Today we're talking about the reasons people fail to plan – or what happens when...

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