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

Category Archives: orlando estate planning attorneys

EstPlan8

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 »

Facebook Twitter LinkedIn
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 »

Facebook Twitter LinkedIn
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 »

Facebook Twitter LinkedIn
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 »

Facebook Twitter LinkedIn
EstPlan6

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 »

Facebook Twitter LinkedIn
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 »

Facebook Twitter LinkedIn