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Category Archives: Estate Planning

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Family Caregivers And Medicaid Eligibility

By Gierach and Gierach, P.A. |

The idea of aging in place, surrounded by your closest family members in the house where you have lived for decades is a comforting thought, but aging in place is not as glamorous as it sounds.  Some people stay in their family home as their ability to live independently declines because, from a financial… Read More »

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Your Intangible Estate Plan

By Gierach and Gierach, P.A. |

What do the French baguette, the Kalela dance of Zambia, and the khanjar, a dagger worn on the belt by Omani men during ceremonious occasions, have in common?  They are all recognized by the United Nations as part of the intangible cultural heritage of the parts of the world where they originate.  Intangible heritage… Read More »

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The First Wives Of Florida Need An Estate Plan Now More Than Ever

By Gierach and Gierach, P.A. |

Divorce is a bummer.  Estate planning is also a bummer in the beginning, because it requires you to confront the fact that you have a limited amount of time left on Earth and a limited amount of money left to support you throughout it.  Divorce lawyer websites make divorce look glamorous; they make it… Read More »

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Skilled Nursing Facilities

By Gierach and Gierach, P.A. |

Many clients walk into their initial consultation with an estate planning lawyer equipped with the name of an enemy and the lengths to which they are willing to go to keep this enemy at bay.  For some clients, the enemy is the IRS, and the client has grandiose plans of transferring every item of… Read More »

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Can You Afford To Retire In Florida?

By Gierach and Gierach, P.A. |

More people moved to Florida in 2022 than to any other state.  The recent arrivals represent all age groups.  Florida has long been a popular retirement destination; the youngsters are a fairly recent addition.  Conventional wisdom used to hold that, as long as you are not in Miami-Dade, Broward, or Palm Beach County, where… Read More »

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Homestead Property And Your Estate Plan

By Gierach and Gierach, P.A. |

Owning a house, even a modest one, gives you a sense of financial security.  A lot of people reasonably fear that they will never be able to afford to retire, but if you own a house with a paid off mortgage, you do not have that worry.  Not everyone who owns a house outright… Read More »

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What’s New With The Annual Gift Tax Exclusion?

By Gierach and Gierach, P.A. |

Once your children grow past the stage where getting a remote control car for Christmas is the pinnacle of excitement, it is best to adopt a “no gifts this year” policy.  The kind of car your kids can get excited about at this stage is one for which liability insurance alone is expensive enough,… Read More »

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The “Hope For The Best But Prepare For The Worst” Estate Plan

By Gierach and Gierach, P.A. |

A relentless optimist would say that the most beautiful thing about being an adult and a parent is that there is always so much work to be done that you don’t have time to get upset about things that don’t really matter.  You haven’t logged into Facebook since before the birth of your first… Read More »

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Altruistic Reasons To Set Up A Trust

By Gierach and Gierach, P.A. |

When the 99 percent hear about trust funds, they tend to think about rich people spending lots of money on frivolous things and not paying taxes on any of it, but they’re just jealous.  You don’t have to be especially wealthy to set up a trust.  You just have to plan carefully.  People use… Read More »

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In Florida, Seniors Are Safe From Winter’s Seasonal Hazards

By Gierach and Gierach, P.A. |

The idea of Florida as a great place to spend your golden years is not a new one.  Before South Beach was full of ostentatious partygoers, it was full of retirees.  If you watch old episodes of Miami Vice, you will see that a disproportionate number of the extras are elderly; these were the… Read More »

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