Estate Planning Blog

Three Estate Planning Strategies You Might Not Know - but Should - SPATs, SLATs, and DAPTs

Learn about three types of trusts specifically for wealthy individuals to prepare for the 2026 estate tax exemption: Domestic Asset Protection Trust (DAPT), Special Power of Appointment Trust (SPAT), and Spousal Lifetime Access Trust (SLAT).

04/22/24 • by: Goldsmith & Guymon, P.C.

Unraveling the Mystery of Trusts: What Your Estate Planning Attorney Wishes You Knew

Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.

04/22/24 • by: Goldsmith & Guymon, P.C.

Estate and Investment Planning Balances Short and Long-Term Goals & Building Wealth and Managing Taxes

Strategic asset allocation and estate planning strategies hinge on carefully considering future financial needs. Today's volatile markets spotlight financial questions of how much and when you'll need to fund retirement to senior living and the time in between while preserving wealth for beneficiaries.

04/15/24 • by: Goldsmith & Guymon, P.C.

Do You Need Conservatorship or Power of Attorney?

Several high-profile celebrities have recently sought a conservatorship for a family member including Jay Leno, his wife Mavis, and Cher for her son, Elijah Blue Allman, claiming they cannot adequately manage their affairs or make proper medical decisions.

04/15/24 • by: Goldsmith & Guymon, P.C.

Have You had the Estate Planning Talk with Your Adult Children?

Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.

04/15/24 • by: Goldsmith & Guymon, P.C.

The Impact of Medicare Advantage Plan Challenges

Seniors with Medicare Advantage plans face challenges due to coverage issues and potential benefit reductions, underscoring the need for careful health care plan selection and financial planning.

04/15/24 • by: Goldsmith & Guymon, P.C.

Estate Planning for Gen Xers and Aging Parents: For Financial Peace of Mind

Many Generation Xers are in a unique position, “sandwiched” between raising their children and caring for aging parents. A proactive estate plan can help alleviate financial burdens and smooth aging parents' path into retirement for both generations.

04/15/24 • by: Goldsmith & Guymon, P.C.

The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary

Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.

03/27/24 • by: Goldsmith & Guymon, P.C.

Do You Need a ‘Will Contract?’

The will contract should address what will happen if there is a future dispute over gifts, interpretation of the agreement, changes proposed to an estate planning document and other possible issues.

03/27/24 • by: Goldsmith & Guymon, P.C.

How Does a Revocable Trust Work?

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.

03/27/24 • by: Goldsmith & Guymon, P.C.

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Wealth Protection Through Estate Planning

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