Millennials Need Estate Planning

I thought planning for death or injury was something I wouldn’t have to worry about for many years. However, the truth is that anybody over 18 should consider it.

11/15/24 • by: Goldsmith & Guymon, P.C.

How Does Property Pass to Heirs in Estate Planning?

By understanding how property actually passes, individuals can prepare holistic estate plans that will ensure that property transfers in the way intended.

11/08/24 • by: Goldsmith & Guymon, P.C.

What Is Legacy and Estate Planning?

Estate planning is a comprehensive process that ensures that your wishes are honored, your loved ones are cared for and your legacy continues to make a lasting impact.

11/06/24 • by: Goldsmith & Guymon, P.C.

Here’s When You Need to Update Your Will

A will needs to be kept up to date. Changes need to be made when life-changing events occur to ensure that it still reflects your wishes. A skilled estate planning attorney should make these changes to ensure that the will is valid

10/30/24 • by: Goldsmith & Guymon, P.C.

How Do I Leave an Inheritance to My Child but Not Their Spouse?

Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.

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

Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.

07/26/22 • by: Goldsmith & Guymon, P.C.

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.

Should I Have a Roth IRA?

Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.

05/19/22 • by: Goldsmith & Guymon, P.C.

What Do I Need to ‘Age in Place’?

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.

04/30/22 • by: Goldsmith & Guymon, P.C.

What are the New IRA Distribution Rules?

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).

04/19/22 • by: Goldsmith & Guymon, P.C.

« Previous 1 2

How to Avoid a Will Contest in Six Steps

December 20, 2024

Protecting Assets from Financial Exploitation Amid Cognitive Decline

December 18, 2024

Make Life Easier for Heirs: Get Your Estate Organized

December 16, 2024

Estate Planning Blog