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Monthly Archives: October 2020

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Everything That Can Go Wrong with Third-Party Funded Special Needs Trusts

By Gierach and Gierach, P.A. |

A recent question submitted to a newspaper publication concerning confusion over a trust that was established in New Jersey for a beneficiary that lives in Florida highlights just how important it is for those who want to set up a trust to work with an experienced estate planning attorney who asks the right questions… Read More »

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Ways to Ensure That Your Estate Plan Is Flexible Enough to Handle Coming Change

By Gierach and Gierach, P.A. |

There is no question that a crossroads is approaching estate planning, and you should start preparing for it now. In addition to the high probability of change coming to federal estate and gift taxes, whereby the exemption could be significantly reduced in the future, there are a number of other changes coming such that… Read More »

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Estate Planning Alternatives to The Stretch IRA

By Gierach and Gierach, P.A. |

As we previously discussed, the Secure Act eliminated the stretch IRA and replaced it with a 10-year payout for most non-spouse beneficiaries, including instances where a trust is named as the beneficiary, interfering with the ability for many to obtain the estate planning objectives they originally had in mind.  However, there are other “tax-smart”… Read More »

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