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Monthly Archives: September 2020

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Trust Ideas That Allow You to Be Proactive About Protecting Your Wealth… Before The Election

By Gierach and Gierach, P.A. |

It is important to know that, with each change of political administration typically comes a change in the estate tax and the ceiling for estate tax exemptions. For example, prior to the 2016 presidential election, a significant number of people rushed to protect their assets by updating their estate planning documents because presidential hopeful… Read More »

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One Wrong Word in Estate Planning Could Leave Family Member(s) Destitute: Why You Want to Coordinate with Your Attorney On Everything

By Gierach and Gierach, P.A. |

As estate planning attorneys, one of the most common – but also dangerous – errors that we see people make involves beneficiary designations. Not necessarily understanding how inheritance works and the fact that accounts governed by these designations are separate from assets governed by a will, as well as how the law governs them… Read More »

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Using Estate Planning to Save Significant Funds On College Tuition for Loved Ones

By Gierach and Gierach, P.A. |

For many families, the rising costs of a college education can become daunting and overwhelming. However, what many do not realize is that estate planning can help to address these issues. One way of doing this is through a Section 529 Qualified Tuition Plan, which offers a number of savings and tax benefits over,… Read More »

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