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Monthly Archives: November 2019

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Make Sure That Your Beneficiary Designations Do Not Mess Up Your Estate Plan

By Gierach and Gierach, P.A. |

Unfortunately, even though beneficiary designations are an important part of estate planning, they are frequently overlooked. And yet, an estate plan is not simply a will and a trust; you have to make sure that your beneficiary designations go along with the rest of your plan, because if they do not, these designations can… Read More »

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Estate Planning for The “Modern,” Non-Traditional Family

By Gierach and Gierach, P.A. |

Given that only approximately 35 percent of today’s families are “traditional,” making the nontraditional family the “norm” when it comes to estate planning, there are a number of things that you may want to do differently when it comes to approaching estate planning if you do not have a traditional family. Below, we describe… Read More »

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What Financial Advisors May Not Know to Advise You On for Estate Planning

By Gierach and Gierach, P.A. |

While financial advisors have been overseeing asset management and estate planning for clients for many years, in recent years, new asset types and laws have made it important for clients to consult estate planning attorneys primarily because international law is changing things at such a rapid pace. In fact, some finance professionals may very… Read More »

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How to Carefully Choose Your Trustee(s)

By Gierach and Gierach, P.A. |

As estate planning attorneys here in Florida, one question that we frequently get is how to select a trustee for your trust, and whether it should be someone who has personal connections to the family or a third-party professional. Below, we discuss some key considerations you will want to take into account in making… Read More »

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