5 Mistakes Made by Successor Trustee (and How to Prevent Them)
When establishing a trust, you need to give serious thought to choosing
Continue readingHow to Choose the Right Agent for Your Incapacity Plan
A common misconception is that estate planning equates to death planning.
Continue readingWhy Factoring Long-Term Care In Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what
Continue readingImpacts of Trump on Estate Planning: Your Quick Guide
With a fresh year starting out, here’s what you need to know about
Continue readingWhy Your Estate Planning Must Morph into a Process
Many people put their estate plan on their to-do list as a one-time project:
Continue readingHappy Holidays 2016 – Cortes Law Firm
Happy Holidays from the Cortes Law Firm! Wishing you Love, Peace, Hope
Continue readingIf You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Will and Testament, you may mistakenly
Continue readingGood and Bad of Oklahoma Probate
The good and bad of Oklahoma probate needs to be examined when creating
Continue readingIs a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
If you want to leave a robust financial legacy for your family, a financial
Continue readingWhy a Trust Is the Best Option for Avoiding Probate
A trust could be your best option for avoiding probate. As Ambrose Bierce
Continue readingThe Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe
Continue readingAB Trust – Do You Need to Get Rid of Yours?
Are you married and is the last time you and your spouse updated your estate
Continue readingIs a Payable on Death Account Right for You and Your Family?
Payable on death accounts, or “POD accounts” for short, have become
Continue readingEssential Legal Documents You Need for Incapacity Planning
My clients are usually surprised with the amount of time spent discussing
Continue readingEveryone Needs a Estate Plan
If you’re reading this, you need an estate plan. Because everyone,
Continue reading4 Tips for Avoiding a Will or Trust Contest
An Oklahoma will or trust contest can derail your final wishes, rapidly
Continue readingDerail Your Final Wishes With The Wrong Successor Trustee
Here in Oklahoma and around the United States, many estate plans contain
Continue readingDid you include your grandkids in your will?
As we build wealth, we naturally desire to pass that financial stability
Continue readingDoes Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for
Continue reading3 Tips for an Overwhelmed Executor
Are you an overwhelmed executor?While it is an honor to be named as an
Continue readingLooking for a birthday gift for your loved ones? Estate Planning
Looking for a birthday gift that keeps on giving. Create an estate plan
Continue reading5 Things Every New Mother Needs to Know About Wills
As a new mother, you naturally want to ensure your new baby’s future
Continue readingMake an Achievable 2017 New Year’s Resolution – Get an Estate Plan Checkup!
With 2017 right around the corner, it’s time to start thinking about
Continue readingAn Estate Planning Checklist to Facilitate Wealth Transfer
Studies have shown that 70% of family wealth is lost by the end of the
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