Estate Planning Blog

What Is a No-Contest Clause?

No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
09/27/23 • by: Goldsmith & Guymon, P.C.
Read More

Is a Power of Attorney Really Necessary?

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
09/26/23 • by: Goldsmith & Guymon, P.C.
Read More

What are the Different Types of Trusts?

While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
09/23/23 • by: Goldsmith & Guymon, P.C.
Read More

Do I Pay Taxes When I Inherit?

An inheritance is a windfall that can absolutely help someone's financial situation -- but it can make your taxes tricky.
09/22/23 • by: Goldsmith & Guymon, P.C.
Read More

Everyone Needs an Estate Plan

Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth.
09/20/23 • by: Goldsmith & Guymon, P.C.
Read More

How can You Make Changes to Estate Plan?

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
09/19/23 • by: Goldsmith & Guymon, P.C.
Read More

Unmarried? What You Need to Know about Estate Planning

Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.
09/18/23 • by: Goldsmith & Guymon, P.C.
Read More

Wrong Form Leads to a Trust Forfeiting a Large Tax Refund

The moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want.
09/16/23 • by: Goldsmith & Guymon, P.C.
Read More

How to Decide on an Executor?

Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
09/15/23 • by: Goldsmith & Guymon, P.C.
Read More

How Can I Successfully Transfer My Business to My Children?

Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success.
09/14/23 • by: Goldsmith & Guymon, P.C.
Read More
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
cross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram