Estate Planning Includes More Than a Will

The term ‘estate planning’ conjures specific ideas about leaving assets to heirs, fighting over Mom’s jewelry and lengthy entanglements with the probate court.

06/30/23 • by: Goldsmith & Guymon, P.C.

What is the Purpose of a Blind Trust?

Trusts can be used to hold assets for a beneficiary, and you may hear about them when carrying out estate planning or evaluating strategies to pass investments to heirs.

06/29/23 • by: Goldsmith & Guymon, P.C.

How Estate Planning Transfers Business Interest with Limited Liability Companies

An LLC is a particularly flexible form of business entity that is governed by statute and most often is organized in the estate planning context as a ‘manager managed’ LLC.

06/28/23 • by: Goldsmith & Guymon, P.C.

Do You Pay Taxes on Gifts From Parents?

In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year.

06/28/23 • by: Goldsmith & Guymon, P.C.

How Do Beneficiary Designations Work?

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!

06/28/23 • by: Goldsmith & Guymon, P.C.

What Should I Know About Wills?

A last will and testament is a legal document that controls how most of your property and obligations are distributed after your death.

06/16/23 • by: Goldsmith & Guymon, P.C.

Estate Planning for Digital Assets

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.

06/15/23 • by: Goldsmith & Guymon, P.C.

What if My Executor Dies?

When someone passes away, it’s up to their executor to handle the probate process. However, what happens if the executor of a will dies?

06/14/23 • by: Goldsmith & Guymon, P.C.

Estate Plans Require Preparation for Success

One major misconception is we simply can tell loved ones what we want to happen for the purposes of health or property distribution and family members can ensure that those wishes are followed.

06/13/23 • by: Goldsmith & Guymon, P.C.

What Does “Power of Attorney” Mean?

A power of attorney is a legal document that gives a person the authority to act on another's behalf.

06/12/23 • by: Goldsmith & Guymon, P.C.

« Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 … 22 23 24 25 26 27 28 29 30 31 32 33 Next »

Do You Need Conservatorship or Power of Attorney?

April 15, 2024

The Impact of Medicare Advantage Plan Challenges

April 15, 2024

Estate and Investment Planning Balances Short and Long-Term Goals & Building Wealth and Managing Taxes

April 15, 2024

Estate Planning Blog

Estate Planning Includes More Than a Will

What is the Purpose of a Blind Trust?

How Estate Planning Transfers Business Interest with Limited Liability Companies

Do You Pay Taxes on Gifts From Parents?

How Do Beneficiary Designations Work?

What Should I Know About Wills?

Estate Planning for Digital Assets

What if My Executor Dies?

Estate Plans Require Preparation for Success

What Does “Power of Attorney” Mean?

Recent Posts