Estate Planning Blog

How Younger Adults Take Charge of Estate Planning

Conventional wisdom casts trusts, wills and estate plans as the exclusive domain of the ultra-rich. Supporting this notion, data reveals that two-thirds of Americans lack an estate plan, a figure that climbs higher to 80% among Gen-Zs.
05/14/24 • by: Goldsmith & Guymon, P.C.
Read More

Estate Planning Strategies to Maximize Returns for Investors

Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.
05/14/24 • by: Goldsmith & Guymon, P.C.
Read More

Safeguarding against Financial Exploitation: Estate Planning for Cognitive Decline

As family members and caregivers notice signs of cognitive decline in loved ones, it is essential to take proactive steps to safeguard assets.  Seeking guidance from an elder law attorney to navigate complex planning issues as well as guard against financial exploitation reduces vulnerability to fraud.
04/30/24 • by: Goldsmith & Guymon, P.C.
Read More

Can You Support a Child with Special Needs?

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s usually no expectation of the child becoming an independent adult, so careful planning is needed, as advised in the recent article “Financial Planning for Families with Disabilities” from Wealth Management. Many families neglect planning for their retirement, focusing all their resources on developing a plan for their disabled child. However, retirement and their child’s future need to be secured, which is where an estate planning attorney can help. In 2014, Congress created The Achieving a…
04/30/24 • by: Goldsmith & Guymon, P.C.
Read More

How Much Money Can Be Gifted Tax-Free?

If you’re planning to give your children a financial head start, or support a charitable cause that you’re passionate about, you will need to keep the annual exclusion for gift taxes in mind.
04/30/24 • by: Goldsmith & Guymon, P.C.
Read More

Inheritance Trends: How They May Affect Today’s and Tomorrow’s Estate Planning

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.
04/30/24 • by: Goldsmith & Guymon, P.C.
Read More

What are the Disadvantages of Dying without a Will?

People who die without a will can leave a thicket of probate problems for loved ones.
04/30/24 • by: Goldsmith & Guymon, P.C.
Read More

How Parents and Adult Children Talk about Money and Aging

It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
04/22/24 • by: Goldsmith & Guymon, P.C.
Read More

Three Estate Planning Strategies You Might Not Know - but Should - SPATs, SLATs, and DAPTs

Learn about three types of trusts specifically for wealthy individuals to prepare for the 2026 estate tax exemption: Domestic Asset Protection Trust (DAPT), Special Power of Appointment Trust (SPAT), and Spousal Lifetime Access Trust (SLAT).
04/22/24 • by: Goldsmith & Guymon, P.C.
Read More

Why is a Will Important?

While many people put off wills until the unattainable ‘later,’ many others simply fail to create a will because they do not really understand what and how the document works.
04/22/24 • by: Goldsmith & Guymon, P.C.
Read More
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
cross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram