How Does a Business Owner Create an Exit Strategy?

You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.

09/15/22 • by: Goldsmith & Guymon, P.C.

Yes, You Need a Will. Now.

The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.

09/14/22 • by: Goldsmith & Guymon, P.C.

What Do You Need to Do When a Spouse Dies?

Death, while inevitable, is not often predictable. This can leave many people financially unprepared if their spouse suddenly dies–especially if the deceased was the one that took care of the household balance sheet.

09/13/22 • by: Goldsmith & Guymon, P.C.

Does a Beneficiary have to Pay Taxes on 401(k)?

If you anticipate inheriting a 401(k) from a parent, a spouse or someone else, it’s important to know your options for minimizing tax liability.

09/12/22 • by: Goldsmith & Guymon, P.C.

What Is Digital Asset Estate Planning?

Many people don’t realize the extent of their electronic and digital lives and the potential problems they’re leaving for others to deal with.

09/11/22 • by: Goldsmith & Guymon, P.C.

The Risks of Creating Your Own Estate Plan

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

09/10/22 • by: Goldsmith & Guymon, P.C.

What If Estate Is Beneficiary of an IRA?

It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.

09/10/22 • by: Goldsmith & Guymon, P.C.

Must I Pay for Spouse’s Debt If They Die?

If husband and wife did not own together or separately any land, a house, a boat etc. but only rented a home and had no children, is the surviving spouse responsible to pay medical bills that insurance did not cover?

09/07/22 • by: Goldsmith & Guymon, P.C.

Who Is the Best Person for Executor?

What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?

09/06/22 • by: Goldsmith & Guymon, P.C.

What is the First Sign of Dementia?

Certain habits can signal cognitive impairment.

09/05/22 • by: Goldsmith & Guymon, P.C.

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April 22, 2024

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April 22, 2024

Estate Planning Blog

How Does a Business Owner Create an Exit Strategy?

Yes, You Need a Will. Now.

What Do You Need to Do When a Spouse Dies?

Does a Beneficiary have to Pay Taxes on 401(k)?

What Is Digital Asset Estate Planning?

The Risks of Creating Your Own Estate Plan

What If Estate Is Beneficiary of an IRA?

Must I Pay for Spouse’s Debt If They Die?

Who Is the Best Person for Executor?

What is the First Sign of Dementia?

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