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.

What Is Upstream Planning?

Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.

11/01/22 • by: Goldsmith & Guymon, P.C.

Are You Ready for 2026?

Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.

10/31/22 • by: Goldsmith & Guymon, P.C.

The Difference between Revocable and Irrevocable Trust

A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.

10/13/22 • by: Goldsmith & Guymon, P.C.

Why are Trusts a Good Idea?

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.

10/12/22 • by: Goldsmith & Guymon, P.C.

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Estate Planning Blog