Don’t Miss Out on Estate Planning Opportunities

People often overlook critical steps when they are doing their estate planning.

11/23/22 • by: Goldsmith & Guymon, P.C.

Could Your Estate Plan Be a Disaster?

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.

11/22/22 • by: Goldsmith & Guymon, P.C.

Does My College Kid Need an Estate Plan?

As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.

11/11/22 • by: Goldsmith & Guymon, P.C.

How Do I Ask My Parents About Their Estate Plan?

Before approaching the subject of the will, you need to consider that the loved one may be guarded and resistant to talk about it.

11/10/22 • by: Goldsmith & Guymon, P.C.

What Happens when You Inherit a Retirement Account?

There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.

11/09/22 • by: Goldsmith & Guymon, P.C.

How Important Is a Health Care Power of Attorney?

It is your right to keep your health information private, but is that always what is in your best interests?

11/08/22 • by: Goldsmith & Guymon, P.C.

Top 10 Success Tips for Estate Planning

Estate planning is one of the most important steps you can take for yourself and your loved ones.

11/07/22 • by: Goldsmith & Guymon, P.C.

Estate Planning for Changing Economic Times

One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.

11/04/22 • by: Goldsmith & Guymon, P.C.

Factors to Consider when Picking Executor, Trustees and POAs

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.

11/02/22 • by: Goldsmith & Guymon, P.C.