Estate Planning Blog

What Should I Know about Funeral Planning?

Losing a loved one is stressful enough without having to deal with a botched funeral. Preplanning, due diligence and good communication can head off difficult surprises.
03/19/23 • by: Goldsmith & Guymon, P.C.
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Does Divorce Have an Impact on Estate Planning?

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.
03/18/23 • by: Goldsmith & Guymon, P.C.
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What Documents are in an Estate Plan?

There are frequently asked questions that people have about revocable living trusts, wills, supported decision making agreements (new), powers of attorney and advance health care directives.
03/17/23 • by: Goldsmith & Guymon, P.C.
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Estate, Gift, and Generation Skipping Taxes for 2023

The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
02/28/23 • by: Goldsmith & Guymon, P.C.
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Do You Need a Revocable or an Irrevocable Trust?

Trusts are excellent vehicles for probate avoidance, ease of transition of funds to one’s beneficiaries upon death, asset protection planning and estate tax planning.
02/25/23 • by: Goldsmith & Guymon, P.C.
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Why It’s Important to Update Your Estate Plan

It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.
02/24/23 • by: Goldsmith & Guymon, P.C.
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Top Benefits of Estate Planning

Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.
02/23/23 • by: Goldsmith & Guymon, P.C.
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Busting Some Estate Planning Myths

While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it's an important aspect of good financial planning that shouldn't be ignored.
02/22/23 • by: Goldsmith & Guymon, P.C.
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What’s a Bequest?

When a person uses a will to leave property to their family, friends or the causes they support, the act is known as a bequest. A bequest can be the cash, investments, jewelry or other items that a person passes to beneficiaries when they die.
02/11/23 • by: Goldsmith & Guymon, P.C.
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When Is Life Insurance Taxable to Beneficiaries?

When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
02/10/23 • by: Goldsmith & Guymon, P.C.
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