AB 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
Continue readingYour Estate Planning Binder: Tips for Proper Care and Maintenance
You finally crossed “getting your estate plan done” off your list,
Continue reading5 Reasons Why Uncle Bill May Not Make a Good Trustee
If you have created a dynasty trust that you intend to last for decades
Continue readingCaution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences
One common way to avoid probate of real estate after the owner dies is
Continue readingIs a Revocable Living Trust Right for You?
Revocable Living Trusts have become the basic building block of estate
Continue readingLifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly
Continue readingThe Two-Year Review and The Two-Year Plan
Review your life’s circumstances from two years ago. Make a two-year
Continue readingEstate Planning Basics for Newlyweds
Why Newlyweds Need to Plan Their Estates Why should newlyweds care about
Continue reading3 Famous Pet Trusts Cases
Not long ago, pet trusts were thought of as little more than eccentric
Continue readingYear End Estate Planning Tip #4 – Check Your Estate Plan Privacy
Check Your Estate Plan Privacy. With the end of the year fast approaching,
Continue readingYear End Estate Planning Tip #3 – Check Your Mental Disability Plan
With the end of the year fast approaching, now is the time to fine tune
Continue readingYear End Estate Planning Tip #2 – Check Your Beneficiary Designations
Estate Planning Tip #2 With the end of the year fast approaching here in
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