Estate Planning Blog

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.
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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.
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How Parents and Adult Children Talk about Money and Aging

It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
04/22/24 • by: Goldsmith & Guymon, P.C.
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Why is a Will Important?

While many people put off wills until the unattainable ‘later,’ many others simply fail to create a will because they do not really understand what and how the document works.
04/22/24 • by: Goldsmith & Guymon, P.C.
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How to Create a Digital Estate Plan

From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.
04/22/24 • by: Goldsmith & Guymon, P.C.
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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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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.
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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.
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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.
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