Estate Planning Blog

How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
06/24/22 • by: Goldsmith & Guymon, P.C.
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Has the Pandemic Made People More Aware of Estate Planning?

Close to half of respondents earning $80,000 a year or more have a will, an increase of 7% since 2020, according to Caring.com.
06/23/22 • by: Goldsmith & Guymon, P.C.
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Does a Supplemental Needs Trust have an Impact on Government Benefits?

For disabled persons receiving financially based government benefits, supplemental needs trusts (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
06/22/22 • by: Goldsmith & Guymon, P.C.
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Why Is Beneficiary Designation Important?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
06/21/22 • by: Goldsmith & Guymon, P.C.
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What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.
06/16/22 • by: Goldsmith & Guymon, P.C.
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What are Benefits of Putting Money into a Trust?

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
06/15/22 • by: Goldsmith & Guymon, P.C.
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What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.
06/14/22 • by: Goldsmith & Guymon, P.C.
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Why Is Having a Will Important?

A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.
06/13/22 • by: Goldsmith & Guymon, P.C.
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How to Find a Great Estate Planning Attorney

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.
06/11/22 • by: Goldsmith & Guymon, P.C.
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Can I Help Parents Remember Online Passwords?

Ever heard the phrase, “a chain is only as strong as its weakest link?” The same goes for a financial portfolio: It’s only as safe as the password that protects it.
05/27/22 • by: Goldsmith & Guymon, P.C.
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