Estate Planning Blog

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.
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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.
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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.
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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.
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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.
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Update Your Estate Plan: Navigating Life's Changes

Discover why updating your estate plan is crucial for securing your legacy. Don't wait for a life event to make necessary changes.
03/11/24 • by: Goldsmith & Guymon, P.C.
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Succession Planning Addresses Company Operations and Estate Planning

There are two sides to a succession plan. One is for the operation of the company, and the other is for the ownership of the deceased owner's share.
03/11/24 • by: Goldsmith & Guymon, P.C.
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Four Reasons Why You Need an Estate Plan Even If You Aren't Wealthy

Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
03/11/24 • by: Goldsmith & Guymon, P.C.
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Estate Planning for Young Adults: Navigating Your Future with Confidence

Estate planning isn't just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
03/11/24 • by: Goldsmith & Guymon, P.C.
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How to Choose an Estate Planning Attorney: Essential Tips and Questions to Ask

Estate planning is critical to ensuring your legacy and wishes are respected. Choosing the right estate planning attorney is essential to this process. This article provides tips for selecting an attorney to serve your needs best and guide you through crafting a comprehensive estate plan.
03/11/24 • by: Goldsmith & Guymon, P.C.
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