Switch to ADA Accessible Theme
Close Menu
+
Orlando Estate Planning, Wills & Probate Lawyer
Schedule Your Free Consultation Today! 407-598-8013

Category Archives: Estate Planning

Probate3

“If We Have a Handwritten Will, But Haven’t Consulted a Lawyer, Will We Avoid Probate?”

By Gierach and Gierach, P.A. |

A question that was recently highlighted in a news publication highlights an issue that creates confusion for a number of couples, and that involves uncertainty about when, exactly, enough has been done in terms of estate planning to avoid the probate process. In this case, the couple had their house established (with what is… Read More »

Facebook Twitter LinkedIn
EstPlan12

The Most Surprising Things You Might Not Think to Address in Your Will

By Gierach and Gierach, P.A. |

As estate planning attorneys here in Florida, we find that the new year tends to bring a number of individuals and families into our office to ask about how they should best plan for their future needs. Below, we discuss three surprising issues that clients frequently question us about when it comes to estate… Read More »

Facebook Twitter LinkedIn
EstPlan8

The SECURE Act Passed in The Night: What This Means for Your Estate Plan

By Gierach and Gierach, P.A. |

While everyone was busy with the holidays, legislators effectively passed the SECURE Act’s provisions in the budget bill signed in late December. We have previously discussed the important effects that the legislation will have on stretch IRAs and thus estate planning for non-spouse beneficiaries, however, the changes made via the Consolidated Appropriations Act –… Read More »

Facebook Twitter LinkedIn
shutterstock_360043448

Using Estate Planning to Ensure That Your Pet Is Safe While You Are Alive

By Gierach and Gierach, P.A. |

We’ve previously discussed your ability to make provisions for your pet in your will, but how do you specifically do that? What if you become incapacitated and can no longer care for them while you are alive? As estate planning attorneys here in Florida, we regularly encounter questions from clients concerning how to best… Read More »

Facebook Twitter LinkedIn
shutterstock_279872624

Using Life Insurance to Strategically Plan Your Estate Post-Divorce

By Gierach and Gierach, P.A. |

As estate planning attorneys here in Florida, we frequently encounter clients who are going through or contemplating divorce, we regularly receive questions regarding whether or not there are particular estate planning choices that can help protect families and divorcees. For some clients, life insurance can help address some of these concerns, and you can… Read More »

Facebook Twitter LinkedIn
shutterstock_352841261

Distinguishing Between Probate and Non-Probate Assets

By Gierach and Gierach, P.A. |

The process of administering and probating a last will and testament involves figuring out what assets are estate versus non-estate (or probate versus non-probate) assets. And executor must make this distinction in order to properly address with estate taxes. Probate/Estate Assets The general rule is that all probate assets are assets that must pass… Read More »

Facebook Twitter LinkedIn
shutterstock_275793251

What’s The Difference Between a Trust and A Trust Fund?

By Gierach and Gierach, P.A. |

Trust funds sometimes get a bad rap because they are often associated with the wealthiest of the wealthy, however, there truly isn’t a huge difference between the kind of trust that most families establish during estate planning in order to ensure that their assets pass onto their heirs without having to go through probate… Read More »

Facebook Twitter LinkedIn
EstatePlanning2

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 »

Facebook Twitter LinkedIn
EstPlan6

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 »

Facebook Twitter LinkedIn
shutterstock_290922173

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 »

Facebook Twitter LinkedIn