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Category Archives: orlando estate planning attorneys

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Accounting for Historically Significant Property in Your Estate Plan

By Gierach and Gierach, P.A. |

Unless you belong to one of the earliest vintages of Baby boomers, your children probably cannot remember the time before women held prominent positions in the executive branch of the United States government.  Before Vice President Kamala Harris and Secretaries of State Madeleine Albright, Condoleezza Rice, and Hillary Clinton, there was Janet Reno, who… Read More »

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What Happens to Your Life Insurance Policy If You Do Not List a Beneficiary?

By Gierach and Gierach, P.A. |

Most people who own life insurance policies never think about them, and that is the point.  You sign on the dotted line, pay a few pennies per month, and stay alive; nothing could be simpler.  You take out a life insurance policy because you plan to live a long time but you want your… Read More »

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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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EstatePlan6

When Your Beneficiaries May Need Protection from Themselves

By Gierach and Gierach, P.A. |

We’ve previously discussed the most important mistakes to avoid when it comes to naming beneficiaries who will inherit various assets, such as your 401(k), IRA, life insurance policy, a trust, etc. While there are “special needs” beneficiaries in terms of those who must stay under or within a certain income and/or asset level in… Read More »

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EPlanning

Successful Family Business Succession Planning: What Makes It Work

By Gierach and Gierach, P.A. |

We’ve discussed how the pandemic makes the right estate planning essential. There is perhaps no area of estate planning where this is more important than when it comes to family business succession, as many fail to remain a family business past the second generation precisely because family firms fail to properly engage in the… Read More »

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EstPlan6

The HEMS Distribution Standard: Administering Trusts During a Recession

By Gierach and Gierach, P.A. |

When the economy goes through a downturn, as is occurring now during the coronavirus pandemic, where a number of people have lost their jobs, expenses are increasing, and some are also experiencing expensive health crises, trustees are often under more pressure to distribute assets under what is known as the “HEMS” standard, which is… Read More »

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Should I Consider Involving a Mediator in My Estate Planning?

By Gierach and Gierach, P.A. |

There is no question that the potential for family conflict to arise during estate planning is significant, especially since those engaged in estate planning often have to discuss inheritance and related issues. During this process, it is possible for estate planning attorneys to help mitigate these disputes by acting as and/or involving mediators. In… Read More »

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EPlanning

Make Sure Your Estate Plan Does Not Fall Prey to The Three Deadliest Tax Complications

By Gierach and Gierach, P.A. |

While there are a number of tax issues that can affect estate plans, there are several in particular that can have significantly sinister effects and are therefore worth discussing in greater depth. When you have your regular discussion with your estate planning attorney, it is wise to discuss the specific topics to see if… Read More »

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