Who Should Be Your Executor?

An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.

07/27/22 • by: Goldsmith & Guymon, P.C.

Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.

07/26/22 • by: Goldsmith & Guymon, P.C.

RMD Formula Changes for First Time in 20 Years

The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).

07/15/22 • by: Goldsmith & Guymon, P.C.

How Do Special Needs Trusts Work?

Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.

07/14/22 • by: Goldsmith & Guymon, P.C.

How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

07/13/22 • by: Goldsmith & Guymon, P.C.

What are Non-Traditional Options for Long-Term Care Insurance?

There are other types of policies and investments that you can use to get long-term care benefits.

07/12/22 • by: Goldsmith & Guymon, P.C.

Having a Trust is a Good Idea

What will happen to your assets when you can no longer manage them?

07/08/22 • by: Goldsmith & Guymon, P.C.

Do You Have a Will?

According to a recent Gallup poll, a little over half (54%) of adults in America don’t have a will.

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

Why Is Updating a Will Necessary?

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.

07/06/22 • by: Goldsmith & Guymon, P.C.

What Is Better, a Trust or a Will?

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.

07/05/22 • by: Goldsmith & Guymon, P.C.

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Estate Planning Blog

Who Should Be Your Executor?

Do You Lose Benefits If You Retire Early?

RMD Formula Changes for First Time in 20 Years

How Do Special Needs Trusts Work?

How Do I Maximize My IRA?

What are Non-Traditional Options for Long-Term Care Insurance?

Having a Trust is a Good Idea

Do You Have a Will?

Why Is Updating a Will Necessary?

What Is Better, a Trust or a Will?

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