Estate Planning Blog

Wrong Form Leads to a Trust Forfeiting a Large Tax Refund

The moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want.
09/16/23 • by: Goldsmith & Guymon, P.C.
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How to Decide on an Executor?

Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
09/15/23 • by: Goldsmith & Guymon, P.C.
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How Can I Successfully Transfer My Business to My Children?

Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success.
09/14/23 • by: Goldsmith & Guymon, P.C.
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What is the Best Estate Plan to Keep Family from Killing Each Other?

Death is inevitable. We need to prepare ourselves and our loved ones for when it comes. Estate planning is an essential part of life that ensures the smooth transfer of our assets to our loved ones after we pass. However, creating a will can be a sensitive and emotional process
09/13/23 • by: Goldsmith & Guymon, P.C.
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What to Do Upon Death of a Spouse

As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
09/13/23 • by: Goldsmith & Guymon, P.C.
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Why Is Daughter of Comic Book Legend Stan Lee Looking for More from Estate?

With Lee's death, his daughter, Joan Celia Lee, known as J.C., inherited his estate but continued to pursue various legal actions attempting to get "everything that's mine.
09/09/23 • by: Goldsmith & Guymon, P.C.
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What’s So Bad about Cancelling Irrevocable Trust?

Before pulling the plug on an irrevocable trust, it’s important to consider several factors like the potential tax consequences and possible alternative solutions.
09/08/23 • by: Goldsmith & Guymon, P.C.
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How Did Ink Blobs Wreck a Beneficiary’s Inheritance?

A judge in Australia ruled that a 75-year-old man had died without a will after the names of his beneficiaries were obscured by black ink on the document, according to a recent court filing.
09/07/23 • by: Goldsmith & Guymon, P.C.
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Minimize Family Feuds about Your Inheritance

The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
09/06/23 • by: Goldsmith & Guymon, P.C.
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What’s the Best Way to Sell an Inherited Estate to an Heir?

We have a situation where both of my in-laws passed away in the last several years. My wife was the daughter and she and her brother are the executors to the last of my in-laws to pass away.
09/05/23 • by: Goldsmith & Guymon, P.C.
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