End-of-Year Estate Planning Preparations Start Now

The year-end 2024 crunch is coming. What should you consider and do now? Many things are happening that affect your estate planning, and you need to evaluate it.

10/10/24 • by: Goldsmith & Guymon, P.C.

Why Does Young Family Need an Estate Plan?

Since a will can be customized to fit the exact needs and desires of a family, there’s no need to leave the future financial stability and personal wellbeing of young children up to the state.

10/10/24 • by: Goldsmith & Guymon, P.C.

Can I Bequeath the Family Home to My Children?

If you and your siblings are on track to one day inherit your parents’ home, take heed of this cautionary tale.

10/10/24 • by: Goldsmith & Guymon, P.C.

Estate Planning Success Supported by Speaking with Heirs

Because we are reluctant to discuss wills, many families only learn what their loved ones want to happen with their property after funeral services, and grief has made everyone fragile. A recent article from Success, “Will Power: Why Transparency in Estate Planning Matters,” explains how family members can share their wishes with loved ones during difficult times. People not used to dealing with large sums of money may not have plans for tax-efficient wealth transfer. This includes parents who have devoted their lives to saving for retirement and need a plan both to use their accumulated wealth and pass it…

10/10/24 • by: Goldsmith & Guymon, P.C.

Changes to Estate Plans After the Death of a Spouse

The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.

10/08/24 • by: Goldsmith & Guymon, P.C.

National Estate Planning Awareness Week

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.

10/08/24 • by: Goldsmith & Guymon, P.C.

Guarding Women's Wealth with Estate Planning

Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.

10/01/24 • by: Goldsmith & Guymon, P.C.

How to Avoid Probate with a Revocable Trust

A revocable trust allows assets correctly transferred into the trust during the grantor's lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.

10/01/24 • by: Goldsmith & Guymon, P.C.

Estate Planning Lessons From Warren Buffett

As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.

10/01/24 • by: Goldsmith & Guymon, P.C.