Blog
If You Die Without a Business Succession Plan, You Might Face Florida Probate Court
If You Die Without a Business Succession Plan, You Might Face Florida Probate Court By: Barry E. Haimo, Esq. September 24, 2026 Many business owners spend decades building a thriving company, acquiring assets, securing clients, and growing revenue. But one critical...
7 Signs Your Business Has Outgrown “Scrappy” Legal Templates
7 Signs Your Business Has Outgrown “Scrappy” Legal Templates By: Barry E. Haimo, Esq. September 17, 2026 When you first launch a business, “scrappy” is a badge of honor. You stretch every dollar, wear five hats at once (at least!), and move as quickly as possible. So...
The “Water Cooler Trap”: Why Your Friend’s Entity Advice Could Cost You Millions
The “Water Cooler Trap”: Why Your Friend’s Entity Advice Could Cost You Millions By: Barry E. Haimo, Esq. September 14, 2026 There’s a dangerous routine played out in coffee shops, coworking spaces, and online forums every day. An ambitious entrepreneur sits down with...
July 2026 Florida Probate Updates: What the New Laws Mean for Your Estate
2026 Florida Probate Udpates By: Barry E. Haimo, Esq. September 10, 2026 For years, navigating the Florida probate process has meant dealing with rigid asset thresholds, unnecessary court delays for modest estates, and frequent friction with financial institutions....
Medicaid Planning: Helpful Tool or Not Necessary?
Medicaid Planning: Helpful Tool or Not Necessary? By: Barry E. Haimo, Esq. August 27, 2026 When clients sit down to create an estate plan, they often assume a standard Revocable Living Trust and a Will are all they need to protect their family’s financial future. Then...
Florida’s New CHOICE Act Brings Stronger Protections – For Employers Who Take Advantage of Them
Florida’s New CHOICE Act Brings Stronger Protections – For Employers Who Take Advantage of Them By: Barry E. Haimo, Esq. August 20, 2026 Our state has made a big move in favor of employers with the passage of the CHOICE Act. This new law strengthens non-compete...
Trade Secrets vs. Patents: How to Choose the Right IP Strategy for Your Business
Trade Secrets vs. Patents: How to Choose the Right IP Strategy for Your Business By: Barry E. Haimo, Esq. August 17, 2026 When business owners develop a new product, software algorithm, specialized process, or chemical compound, their immediate reaction is often: "We...
Lady Bird Deed vs. Revocable Trust in Florida: Which Is Right for You?
Lady Bird Deed vs. Revocable Trust in Florida: Which Is Right for You? By: Barry E. Haimo, Esq. August 18, 2026 When my clients ask how to keep their Florida real estate out of probate, two popular tools almost always come up: Lady Bird Deeds and Revocable Living...
Moving to Florida? Here Are the Legal Documents You Need to Update
Moving to Florida? Here Are the Legal Documents You Need to Update By: Barry E. Haimo, Esq. August 13, 2026 Maybe you have an exciting new job offer. Or you’re attracted to our state’s lack of income tax. It could just be as simple as wanting to bask in the year-round...
Why Florida Probate Can Be More Complicated Than Other States
Why Florida Probate Can Be More Complicated Than Other States By: Barry E. Haimo, Esq. August 11, 2026 If you’ve ever had to handle the estate of a relative in another state, you might assume that settling an estate in Florida works pretty much the same way. Seems...
Why Setting Up a Trust is One of the Smartest Financial Moves You Can Make
Why Setting Up a Trust is One of the Smartest Financial Moves You Can Make By: Barry E. Haimo, Esq. August 10, 2026 When people think about estate planning, the first document that comes to mind is often a Last Will and Testament. But while a will is a foundational...
Florida’s New CHOICE Act: What Employers Need to Know About Non-Competes
Florida has made a big move in favor of employers with the passage of the CHOICE Act, a new law that strengthens non-compete agreements and gives businesses more tools to protect their teams, clients, and confidential information. So, what changed? In simple terms,...
Revocable vs. Irrevocable Trusts: What’s the Difference (and Why It Matters)
Revocable vs. Irrevocable Trusts: What’s the Difference (and Why It Matters) By: Barry E. Haimo, Esq. June 15, 2026 Trusts are powerful estate planning tools that help you control how your assets are managed during your lifetime and distributed after your death. One...
Why Business Planning Is the Smartest Investment You Can Make
Why Business Planning Is the Smartest Investment You Can Make By: Barry E. Haimo, Esq. June 8, 2026 Every successful business starts with a plan. Whether you’re launching a startup, expanding operations, or preparing for succession, having a well-thought-out business...
New FinCEN Rules for Real Estate: What Homeowners and Heirs Need to Know
FinCEN’s residential real estate reporting rule covers transfers of homes to LLCs and trusts. Learn who it applies to, what’s exempt, and where the rule stands today.
Understanding the Medicaid Application Process in Florida
Understanding the Medicaid Application Process in Florida By: Barry E. Haimo, Esq. June 1, 2026 Applying for Medicaid in Florida can feel complicated and confusing. The process involves both financial and medical eligibility checks, several state agencies, and...
Avoid These Veil-Piercing Mistakes
Avoid These Veil-Piercing Mistakes By: Barry E. Haimo, Esq. February 24, 2026 Why people create business entities People usually incorporate a business in order to insulate themselves in their individual capacities from personal liability exposure of the business...
Rob Reiner and the Law That Stops a Killer from Inheriting
Rob Reiner and the Law That Stops a Killer from Inheriting By: Barry E. Haimo, Esq. December 18, 2025 An explanation of Slayer and killer forfeiture statutes in light of a heartbreaking tragedy The news of Hollywood legend Rob Reiner and his wife, Michele Singer...
Corporations vs. LLCs: Where They Differ – And Where They Overlap
Corporations vs. LLCs: Where They Differ – And Where They Overlap By: Barry E. Haimo, Esq. October 21, 2025 One of the first (and most important) decisions an entrepreneur must make is choosing the right legal structure for their business. Two of the most common...
Trusts 101: What You Need to Know
Trusts 101: What You Need to Know By: Barry E. Haimo, Esq. October 14, 2025 When people hear the word trust, they often think of something that’s complicated, only for the wealthy, or perhaps even unnecessary. But the truth is that trusts are powerful, flexible...
Is Probate Really All Bad?
Is Probate Really All Bad? By: Barry E. Haimo, Esq. October 7, 2025 Probate is one of those words that makes many families cringe. It’s often portrayed as a slow, expensive process that ties up your loved ones’ inheritance in endless court proceedings. Because it is....
The One Big Beautiful Bill Act
The One Big Beautiful Bill was went into effect July 4, 2025. It has a lot of important changes, many of which are found in this article.
What Assets Are Exempt When Determining Florida Medicaid Eligibility in 2025?
What Assets Are Exempt When Determining Florida Medicaid Eligibility in 2025? By: Barry E. Haimo, Esq. September 16, 2025 Florida’s Medicaid program imposes very strict limits on countable assets for those applying for long‑term care Medicaid. However, several types...
Understanding Florida Medicaid Eligibility in 2025: What You Need to Know
Understanding Florida Medicaid Eligibility in 2025: What You Need to Know By: Barry E. Haimo, Esq. September 9, 2025 If you or a loved one needs help paying for long-term care, medical expenses, or nursing home services, Medicaid is a vital resource. But eligibility...
What Assets Are Protectable — and Where Can You Go Wrong?
What Assets Are Protectable -- and Where Can You Go Wrong? By: Barry E. Haimo, Esq. September 2, 2025 When life is going smoothly, it’s easy to overlook legal and financial safeguards. But you never know when lawsuits, creditors, or unexpected liabilities are going to...
