Haimo Law

Haimo Law Protecting families & businesses from chaos, court, costs & conflict in estate & biz planning.
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- Why -

We believe that everyone has the fundamental need to be heard and understood; that trust and confidence takes time to develop and requires communication, consistency and reliability, always with integrity. We strive to form lifelong relationships and to provide a personalized and refreshing experience because we are invested in their journey and their success.

- How -

We provide a pers

onalized and refreshing experience by delivering premier advice and service. We are attentive to clients’ needs and goals and are always accessible and responsive to their questions and concerns so they can confidently make informed decisions. Our team is comprised of personable, empathetic and diligent individuals, which uniquely enables us to mindfully counsel clients through challenges, and help them strategically traverse complicated family and business dynamics.

- What -

We provide sound, pragmatic and holistic counsel and advice to clients in a diverse range of issues that seriously affect their families and businesses. Such issues may include helping families flexibly navigate disability and death; limiting liability; minimizing taxes and the time and expense of guardianship and probate proceedings; addressing current family and business conflicts; preventing future family and business conflicts; thinking through inheritance and fiduciary appointments; keeping assets in the family; providing for special needs beneficiaries and beneficiaries suffering from addiction; protecting assets for generations; and planning now to reduce the risk of litigation later. We also administer estates (probate) and trusts and help clients protect their assets. As a boutique estate and business planning law firm with offices in Florida and New York, we are more than attorneys; we are trusted advisors, and we’d be delighted to assist you.

📈 💡 Early business decisions influence more than taxes.How a business is formed can affect ownership, governance, opera...
05/26/2026

📈

💡 Early business decisions influence more than taxes.

How a business is formed can affect ownership, governance, operational flexibility, succession planning, and future coordination among advisors.

The issue is rarely one decision in isolation. Outcomes often reflect how multiple decisions interact over time as businesses grow and evolve.

👉 Planning at formation creates a stronger foundation for future growth and continuity.

Today we honor the service, sacrifice, and enduring legacy of the brave men and women who gave their lives in service to...
05/25/2026

Today we honor the service, sacrifice, and enduring legacy of the brave men and women who gave their lives in service to our country. Happy Memorial Day

We have an unwavering commitment to supporting veterans and their families through Haimolaw.com/veterans

❌ MYTH: “Business planning becomes important once the company grows.”✅ FACT: Early decisions often create the structure...
05/25/2026



❌ MYTH: “Business planning becomes important once the company grows.”
✅ FACT: Early decisions often create the structure businesses operate and build upon for years.

Formation is frequently treated as simple paperwork - something to complete quickly so operations can begin. But many challenges businesses encounter later trace back to decisions made at the beginning.

Entity choice, ownership structure, governance, partnership terms, taxation and operational planning are often viewed as separate conversations. In practice, they tend to affect one another over time.

👉 Business planning is not only about starting. It is about creating a structure that supports future decisions.

⚠️ A plan that is not understood is difficult to execute.People appointed in a plan may not know they’ve been chosen. B...
05/22/2026



⚠️ A plan that is not understood is difficult to execute.

People appointed in a plan may not know they’ve been chosen. Beneficiaries may not understand what they are receiving, how distributions work, or how different parts of the plan fit together.

When families do not communicate, even thoughtful planning can become fragmented. Expectations differ, decisions become disconnected, and the plan may not function the way it was intended.

Transparency does not mean sharing every detail. It means making sure the people involved understand their roles, responsibilities, and how the broader plan works together.

🎥 Watch the video to understand why communication gaps among family members can create unintended consequences in estate planning 👉 https://www.haimolaw.com/coordinated-counsel/lack-of-communication-among-beneficiaries/

with Chad Tourin, J.D., CPA, CFP at Kinnect Financial

📈 💡 Delays are not just administrative - they can affect outcomes.When key individuals are unclear on what to do or whe...
05/19/2026

📈

💡 Delays are not just administrative - they can affect outcomes.

When key individuals are unclear on what to do or when to act, timelines extend. Decisions are postponed. Required actions may be missed or handled inefficiently.

Over time, those delays can impact how assets are managed, distributed, and ultimately preserved. The plan may be sound, but ex*****on depends on clarity.

👉 Ensuring the right people understand their role helps prevent delays that can affect both timing and overall results.

❌ MYTH: “My estate plan is documented - my beneficiaries do not need to know anything.”✅ FACT: Lack of communication ca...
05/18/2026



❌ MYTH: “My estate plan is documented - my beneficiaries do not need to know anything.”
✅ FACT: Lack of communication can create delays, confusion, and unintended outcomes.

Even the most detailed plan depends on people to carry it out. When those individuals are unaware of their roles, responsibilities, or expectations, ex*****on becomes uncertain.

Silence does not preserve clarity - it creates gaps that often lead to delays, misinterpretation, and decisions being made without full context.

👉 Providing clarity to the right people in advance helps ensure your plan is carried out as intended.

⚠️ Even the most well-structured estate plans can be undone when other family members do not plan properly. One family ...
05/15/2026



⚠️ Even the most well-structured estate plans can be undone when other family members do not plan properly.

One family may spend years building protective trusts, planning for tax consequences, and structuring assets carefully for beneficiaries with special circumstances. But if grandparents or extended family members leave assets to those same beneficiaries without coordination, the results can be disruptive.

An outright inheritance can unintentionally disqualify a special needs beneficiary from benefits, accelerate tax consequences, or place assets outright into the hands of someone unprepared to manage them responsibly.

🎥 Watch the video to understand why estate planning across family members must work together to avoid unintended consequences for beneficiaries 👉 https://www.haimolaw.com/coordinated-counsel/beneficiaries-planning-vs-non-planning-families/

with Chad Tourin, J.D., CPA, CFP at Kinnect Financial

📈 💡 Not all assets arrive with the same rules - and that matters.When inheritances come from multiple sources, like tru...
05/12/2026

📈

💡 Not all assets arrive with the same rules - and that matters.

When inheritances come from multiple sources, like trusts, IRAs, annuities, 401ks, life insurance, etc., each may carry its own structure, timing requirements, and tax implications.

Without coordination, those differences can create inefficiencies, unintended acceleration of distributions, or conflicts with existing strategies. The result is not always immediate, but it compounds over time and the challenge is not just what you plan - it is how external assets integrate into that plan.

👉 Reviewing how incoming assets align with your overall strategy helps prevent conflicts and maintain consistency in long-term outcomes.

❌ MYTH: “If I have a strong estate plan, my family is fully protected.”✅ FACT: Planning gaps from others in the family ...
05/11/2026



❌ MYTH: “If I have a strong estate plan, my family is fully protected.”
✅ FACT: Planning gaps from others in the family can disrupt even the most well-structured plan.

Estate planning is often approached as an individual exercise, but outcomes are rarely isolated. Assets received from parents, grandparents, or other family members may not follow the same structure, timing, or intent.

When those assets enter the picture without coordination, they can conflict with existing strategies and create consequences that were never anticipated and strong planning can be undermined by decisions made outside of it.

👉 Coordinating planning across generations helps preserve the integrity of the outcomes you’ve already put in place.

⚠️ Where assets go first is not necessarily where they end up.Once assets transfer outright to a surviving spouse, thos...
05/08/2026



⚠️ Where assets go first is not necessarily where they end up.

Once assets transfer outright to a surviving spouse, those assets become fully exposed to future life changes, including new relationships and remarriage. And when that happens, the direction of those assets can shift in unintended ways. It’s not just about who receives the assets first - it’s about what controls what happens after that.

That’s where planning becomes critical. Without structure in place, what was meant to be a legacy for your children can be redirected elsewhere over time. Proper planning ensures your intentions don’t get lost in the next chapter of life.

🎥 Watch the video to understand how remarriage and new relationships can affect inheritance outcomes - and why trusts are often used to preserve long-term intent 👉 https://www.haimolaw.com/coordinated-counsel/beneficiaries-from-subsequent-marriage-partners/

with Chad Tourin, J.D., CPA, CFP at Kinnect Financial

Address

7900 Peters Road, Ste B-200
Plantation, FL
33324

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Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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