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Tag Archives: estate plan

Are Oral Wills Valid?

By Gierach and Gierach, P.A. |

An oral will is a one that has been spoken out loud to another person, but not written down. These wills are only valid in limited circumstances, such as if a person has suddenly become ill and is unable to create a written will before passing away. Witnesses who heard the deceased person state… Read More »

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What to Consider Before Saying ‘Yes’ to Serving as Someone’s Trustee

By Gierach and Gierach, P.A. |

You are not legally required to take on the responsibility of trustee if you are asked to do so, or even if you were named trustee without your knowledge. There is typically a list of people named in an estate plan to be potential trustees, and if you decline, the next person will then… Read More »

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Why it’s Important to Make Sure Wills and Trusts are Updated

By Gierach and Gierach, P.A. |

At some point, your estate plan is going to become outdated. This will likely happen when your children become grown, your financial condition changes or when you reach retirement. When your own personal situation changes, it’s important to make sure you make the corresponding changes in your estate plan, as well. The following are… Read More »

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