Estate Planning Blog

What Women Preparing for Retirement Need to Know

Women live longer than men and generally make less money. This affects how they should prepare for retirement.
03/27/24 • by: Goldsmith & Guymon, P.C.
Read More

How Adult Guardianship Cases Impact Loved Ones: Lessons from the McNair Family Dispute

The recent guardianship case of the McNair family and the Houston Texans NFL Owner, Janice McNair, highlights the importance of working with an elder law attorney to consider alternatives to guardianship for protecting loved ones and navigating complex family dynamics.
03/27/24 • by: Goldsmith & Guymon, P.C.
Read More

Do You Need a ‘Will Contract?’

The will contract should address what will happen if there is a future dispute over gifts, interpretation of the agreement, changes proposed to an estate planning document and other possible issues.
03/27/24 • by: Goldsmith & Guymon, P.C.
Read More

The Hidden Risks of Adding Your Child as a Life Insurance Beneficiary

Discover why adding your child as a life insurance beneficiary has inherent risks and explore how trusts and appointing a legal guardian can best ensure that your child’s future is secure.
03/27/24 • by: Goldsmith & Guymon, P.C.
Read More

How Does a Revocable Trust Work?

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.
03/27/24 • by: Goldsmith & Guymon, P.C.
Read More

A Strategic Approach to Gifting for Your Children's Future

Learn how to qualify for the annual gift tax exclusion by maximizing the benefits of a Crummey trust. Understand withdrawal power and more.
03/18/24 • by: Goldsmith & Guymon, P.C.
Read More

How Should a Single Person Create an Estate Plan?

Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy.
03/18/24 • by: Goldsmith & Guymon, P.C.
Read More

Empowering Your Healthcare Decisions: The Essential Guide to Advance Directives

Advance directives enable you to legally document healthcare and end-of-life preferences, ensuring that your treatment aligns with your values and wishes, even when you can't speak for yourself.
03/18/24 • by: Goldsmith & Guymon, P.C.
Read More

Maximizing Your Legacy: 2024 Estate Planning Opportunities

Use tax season to review income and expenses from 2023 and set new financial goals for 2024 to maximize opportunities.
03/18/24 • by: Goldsmith & Guymon, P.C.
Read More

Navigating the Estate Tax: What Every Family Should Know

By staying informed about the federal estate tax exemption thresholds and employing strategic planning techniques, you can ensure your estate is passed on to your heirs as efficiently as possible.
03/18/24 • by: Goldsmith & Guymon, P.C.
Read More
1 2 3 4 5 6 7 8 9 10 11 12 22 23 24 25 26 27 28 29 30 31 32 33
Integrity Marketing Solutions - Estate Planning Marketing
Powered by
cross linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram