Estate Planning Blog

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.
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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.
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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.
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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.
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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.
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Curated a Collection? You Need an Estate Plan for It

So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it's not going to drink itself.
10/01/24 • by: Goldsmith & Guymon, P.C.
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Are Your Passwords Protected as Well as Your Estate?

Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
10/01/24 • by: Goldsmith & Guymon, P.C.
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Increase in Estate Planning for Gen-Z

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
09/13/24 • by: Goldsmith & Guymon, P.C.
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What's the Difference between Primary and Contingent Beneficiary?

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
09/13/24 • by: Goldsmith & Guymon, P.C.
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Black and Hispanic Individuals Less Likely to Have an Estate Plan or Receive Inheritance

Inadequate access to estate planning frequently prevents Black and Hispanic families from passing down wealth, which perpetuates the racial wealth gap.
09/13/24 • by: Goldsmith & Guymon, P.C.
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