Integrating Retirement Accounts and Estate Planning

Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.

02/13/24 • by: Goldsmith & Guymon, P.C.

Estate Planning for Unmarried Couples or Non-Traditional Families

Estate planning is essential for unmarried couples and non-traditional families, offering vital protection and recognition for partners and loved ones. This article explores key elements, from wills and trusts to tax implications and blended family considerations, tailored to the unique needs of these groups. By working with experienced estate planning professionals, individuals can ensure their wishes are honored and their families are safeguarded, regardless of marital status or family structure.

02/13/24 • by: Goldsmith & Guymon, P.C.

Estate Planning for Blended Families

Discover essential estate planning tips for blended families! Ensure fair asset distribution and protect your loved ones with these valuable strategies.

02/13/24 • by: Goldsmith & Guymon, P.C.

Estate Planning When a Loved One Needs Hospice Care

While last-minute estate planning poses challenges, some steps can be implemented to tackle crucial considerations.

02/13/24 • by: Goldsmith & Guymon, P.C.

Prevent Difficulties in Probate with Advance Planning

Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.

02/13/24 • by: Goldsmith & Guymon, P.C.

Guide to Incapacity Planning: Protecting Yourself and Your Estate

Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…

02/06/24 • by: Goldsmith & Guymon, P.C.

Grantor vs. Non-Grantor Trusts: Understanding the Differences

As an estate planning attorney, I frequently encounter clients uncertain about the distinctions between grantor and non-grantor trusts. These types of trusts are fundamental in estate planning, offering various benefits and implications, particularly in tax planning and asset management. This article will discuss the key differences between…

02/06/24 • by: Goldsmith & Guymon, P.C.

3 Signs You Definitely Need a Trust (and Not Just a Will)

Estate planning is akin to crafting a roadmap for the future; it’s about guiding your loved ones through the maze of your final wishes with clarity and ease. At the heart of this journey lie two pivotal tools: wills and trusts. While both serve to shepherd your assets posthumously, certain situations demand the finesse of a trust over…

02/06/24 • by: Goldsmith & Guymon, P.C.

Do You Need a Power of Attorney as Part of Your Estate Plan?

Alarmingly, approximately 50 percent of American adults lack any form of POA, but that is not surprising when you realize that only 45 percent of adults over the age of 55 have a will.

02/06/24 • by: Goldsmith & Guymon, P.C.

What Does Your Estate Plan Include Besides a Will?

When you chose to write a will, you have taken an important step in the direction of planning for your family and beneficiaries.

02/06/24 • by: Goldsmith & Guymon, P.C.

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Estate Planning Blog

Integrating Retirement Accounts and Estate Planning

Estate Planning for Unmarried Couples or Non-Traditional Families

Estate Planning for Blended Families

Estate Planning When a Loved One Needs Hospice Care

Prevent Difficulties in Probate with Advance Planning

Guide to Incapacity Planning: Protecting Yourself and Your Estate

Grantor vs. Non-Grantor Trusts: Understanding the Differences

3 Signs You Definitely Need a Trust (and Not Just a Will)

Do You Need a Power of Attorney as Part of Your Estate Plan?

What Does Your Estate Plan Include Besides a Will?

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