RMD Formula Changes for First Time in 20 Years

The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).

07/15/22 • by: Goldsmith & Guymon, P.C.

How Do Special Needs Trusts Work?

Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.

07/14/22 • by: Goldsmith & Guymon, P.C.

How Do I Maximize My IRA?

Use these suggestions to boost the balance in your retirement nest egg.

07/13/22 • by: Goldsmith & Guymon, P.C.

What are Non-Traditional Options for Long-Term Care Insurance?

There are other types of policies and investments that you can use to get long-term care benefits.

07/12/22 • by: Goldsmith & Guymon, P.C.

Having a Trust is a Good Idea

What will happen to your assets when you can no longer manage them?

07/08/22 • by: Goldsmith & Guymon, P.C.

Do You Have a Will?

According to a recent Gallup poll, a little over half (54%) of adults in America don’t have a will.

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

Why Is Updating a Will Necessary?

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.

07/06/22 • by: Goldsmith & Guymon, P.C.

What Is Better, a Trust or a Will?

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.

07/05/22 • by: Goldsmith & Guymon, P.C.

How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

07/04/22 • by: Goldsmith & Guymon, P.C.

What Should I Know About Buying Funeral Services?

People shopping for funeral or cremation services may be particularly vulnerable to overpaying or being swindled, which is why experts say it is important to be cautious when making those decisions.

07/01/22 • by: Goldsmith & Guymon, P.C.

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