Barry E. Haimo, Esq.

Seasoned estate & biz atty; providing holistic advice, counsel & a refreshing world class experience to families & businesses in FL & NY.

[Barry E. Haimo, Esq. @HaimoLaw]

@jennyrozelle Too often we're fighting banks to honor the statute and do an inspection. It's such a pita if not since correctly.

[Barry E. Haimo, Esq. @HaimoLaw]

@jennyrozelle Same with business planning documents: governing docs, personnel docs, succession docs etc

[Michael J. Greenberg, Esq. @MJGestateplan]

An Estate Planning Checklist For The Rest Of 2026 https://t.co/XSCHHwouIq

[Michael J. Greenberg, Esq. @MJGestateplan]

The Inheritance Dilemma: How to Pass Down Wealth Without Destroying Ambition
https://t.co/lHXUXaxIBT

[Barry E. Haimo, Esq. @HaimoLaw]

Gene Hackman’s $80M estate case stalls as personal representative reveals tax woes https://t.co/GfbeEyqYiu

[Barry E. Haimo, Esq. @HaimoLaw]

@jennyrozelle

[Barry E. Haimo, Esq. @HaimoLaw]

Chadwick Boseman’s Brothers Want His Widow Removed as Estate Administrator https://t.co/xkmh78SR5d

[Barry E. Haimo, Esq. @HaimoLaw]

We see this regularly in South Florida, The undue influence capital of the world.

[Michael J. Greenberg, Esq. @MJGestateplan]

Fights over wills are growing as the population ages: Loss of mental capacity is a sad situation for anyone, aggravated by unhappy relatives
https://t.co/NyNi0hja52

[Barry E. Haimo, Esq. @HaimoLaw]

Can't argue that. Definitely needs a thoughtful and thorough discussion with clients.

[Jenny Rozelle @jennyrozelle]

One estate planning mistake I see far too often:

Naming the person who will serve as your child's guardian as the contingent beneficiary of your life insurance or retirement accounts.

The thinking usually goes something like this: "If something happens to us, they'll be raising our children anyway... and this avoids probate."

Unfortunately, this can create a host of unintended consequences.

Even if that person is completely trustworthy, they become the legal owner of those assets - not merely someone holding them for your children. That means:

- They're under no legal obligation to use the funds for your children.

- If they pass away, the assets become part of their estate.

- If they get divorced, those assets could become part of the divorce proceedings.

- If they're sued or have creditor issues, those assets may be at risk.

- If you forget to change the beneficiary designation after your children become adults, the money could still end up going to the wrong person years later.

The goal is usually a good one: protect the children and simplify the process. The solution, however, is almost never to name the guardian as a beneficiary.

[Barry E. Haimo, Esq. @HaimoLaw]

Malcolm-Jamal Warner died tragically one year ago. Now his widow is suing his mother | CNN https://t.co/Yud5AwH2He

[Barry E. Haimo, Esq. @HaimoLaw]

Lots of reasons to plan here because non-spouses are treated as strangers, and so are each partners' respective children..

[Michael J. Greenberg, Esq. @MJGestateplan]

Estate planning for couples who aren’t married
https://t.co/QTUjEEDpqq

[Michael J. Greenberg, Esq. @MJGestateplan]

How to Strengthen Your Charitable Impact and Legacy Amid the Great Wealth Transfer
https://t.co/b3upPI1Cbi

[Michael J. Greenberg, Esq. @MJGestateplan]

The massive boomer wealth transfer will mostly benefit the already affluent, Visa report finds
https://t.co/0bGr5oSuA0

[Barry E. Haimo, Esq. @HaimoLaw]

@jennyrozelle Clever !

[Michael J. Greenberg, Esq. @MJGestateplan]

‘The Ring’ star Daveigh Chase, who died at 35 while homeless, leaves behind six-figure estate
https://t.co/xJ1dSdIMKq

[Michael J. Greenberg, Esq. @MJGestateplan]

Can Your Heirs Inherit Credit Card Rewards, Airline Miles and Hotel Points?
https://t.co/OTZqzrN19i

[Barry E. Haimo, Esq. @HaimoLaw]

https://t.co/3PP8Q373Xw

[Barry E. Haimo, Esq. @HaimoLaw]

The Florida Protected Series Act went live 7.1.26. It has interesting advantages and disadvantages. It'snot as simple as people think. We are doing a deep dive on it and will report back soon with a clear and comprehensive overview for both clients and professionals. I'm actually super excited to jump in! Have a good Fourth!

[Barry E. Haimo, Esq. @HaimoLaw]

Wishing everyone a safe and happy Fourth of July!! #250