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.

Some Key Documents Should Be Considered Before Sending Your Child Off to College

A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.

09/03/22 • by: Goldsmith & Guymon, P.C.

How Much Money Can a Well Spouse Keep If Medicaid is Needed?

The intent of the laws and regulations is to allow the community spouse to have enough income and assets, so that he or she has enough income and assets to continue to live at home, whether that be a home, an apartment, or other living place.

09/02/22 • by: Goldsmith & Guymon, P.C.

The Biggest Health Mistakes Seniors Make

As we age, our health risks increase. After all, none of us is going to live forever.

08/26/22 • by: Goldsmith & Guymon, P.C.

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Estate Planning Blog