Estate Planning Blog

How to Include Annuities in Your Estate Planning

Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.

07/17/24 • by: Goldsmith & Guymon, P.C.

Inheriting a House? Navigate Your Options and Responsibilities

Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.

06/05/24 • by: Goldsmith & Guymon, P.C.

What Information Should Be in a Will?

Most people spend each phase of their lives preparing for the next one, whether it's starting a family, buying their first home, or eventually retiring.

06/05/24 • by: Goldsmith & Guymon, P.C.

New Medicaid Rules can Have an Impact on Your Estate Planning

Medicaid’s new 80/20 rule has brought major changes to long-term care access. Learn how this Medicaid rule impacts you and how to plan accordingly.

06/05/24 • by: Goldsmith & Guymon, P.C.

Special Needs Planning: Is an ABLE Account or Special Needs Trust Right for You?

Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you're gone.

06/05/24 • by: Goldsmith & Guymon, P.C.

Who Gets Access to Your Digital Assets Account When You Die?

From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’

06/05/24 • by: Goldsmith & Guymon, P.C.

Preserving Your Legacy: Estate Planning for Landowners

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.

05/14/24 • by: Goldsmith & Guymon, P.C.

Pros and Cons of Probate in Estate Planning

The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.

05/14/24 • by: Goldsmith & Guymon, P.C.

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.

Should You Include Psychiatric Advance Directives in Estate Plan as You Age?

Comprehensive estate planning today includes elder law and other strategies that help protect your assets and interests if you experience cognitive decline or incapacity. Have you thought about protecting your mental health and care if you can't advocate for yourself? This article explores psychiatric advance directives (PADs), their purpose and how to establish one.

05/14/24 • by: Goldsmith & Guymon, P.C.

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What are the Essentials of Estate Planning?

September 13, 2024

Increase in Estate Planning for Gen-Z

September 13, 2024

What's the Difference between Primary and Contingent Beneficiary?

September 13, 2024

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