Estate Planning Blog

Why Is Medicare Enrollment Confusing?

This report confirms that most older adults find Medicare enrollment confusing and lack adequate resources or support to choose the best plan.
08/11/22 • by: Goldsmith & Guymon, P.C.
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What If Your Spouse Refuses Estate Planning?

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
08/10/22 • by: Goldsmith & Guymon, P.C.
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What are Mistakes to Avoid with Beneficiary Designations?

Here are five critical mistakes to avoid when dealing with your beneficiary designations.
08/09/22 • by: Goldsmith & Guymon, P.C.
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Why Do I Need a Will?

There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.
08/08/22 • by: Goldsmith & Guymon, P.C.
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What Should I Know about Burial Insurance?

What is covered by burial insurance?
07/30/22 • by: Goldsmith & Guymon, P.C.
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Does Potential IRS Change Have an Impact on Estate Plan?

The IRS is weighing a change that could leave your heirs poorer than you might hope.
07/29/22 • by: Goldsmith & Guymon, P.C.
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Do I Need a Spendthrift Trust?

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
07/28/22 • by: Goldsmith & Guymon, P.C.
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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.
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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.
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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.
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