Estate Planning Blog

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.
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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.
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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.
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How Adult Guardianship Cases Impact Loved Ones: Lessons from the McNair Family Dispute

The recent guardianship case of the McNair family and the Houston Texans NFL Owner, Janice McNair, highlights the importance of working with an elder law attorney to consider alternatives to guardianship for protecting loved ones and navigating complex family dynamics.
03/27/24 • by: Goldsmith & Guymon, P.C.
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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.
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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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What Women Preparing for Retirement Need to Know

Women live longer than men and generally make less money. This affects how they should prepare for retirement.
03/27/24 • by: Goldsmith & Guymon, P.C.
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Maximizing Your Legacy: 2024 Estate Planning Opportunities

Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
03/18/24 • by: Goldsmith & Guymon, P.C.
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A Strategic Approach to Gifting for Your Children's Future

Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
03/18/24 • by: Goldsmith & Guymon, P.C.
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Navigating the Estate Tax: What Every Family Should Know

By staying informed about the federal estate tax exemption thresholds and employing strategic planning techniques, you can ensure your estate is passed on to your heirs as efficiently as possible.
03/18/24 • by: Goldsmith & Guymon, P.C.
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