Is Your Trust a Jack-o’-Lantern? Looks Great Outside, But Empty Inside
A trust only protects what is inside it. For Halloween week, here is why an unfunded trust is like a hollow jack-o’-lantern for Oklahoma families.
Taxable Estates: What the Federal Exemption Means for High-Net-Worth Oklahoma Families
The federal estate tax exemption is now permanent at a high threshold, but high-net-worth Oklahoma families still need to know where they stand. Here is what to watch.
Life Insurance and Your Oklahoma Estate Plan: Who Should Be Named, and Who Should Own the Policy?
Life insurance pays by beneficiary form, not your will or trust. Here is how to coordinate your policies with your Oklahoma estate plan.
Financial Power of Attorney in Oklahoma: Who Handles Your Money If You Can’t?
A trust does not cover everything. Here is why every Oklahoma family needs a financial power of attorney to protect against incapacity.
Prenuptial Agreements and Estate Planning in Oklahoma
A prenup is an estate planning tool as much as a marriage document. Here is how it protects children, family businesses, land, and minerals for Oklahoma families.
Digital Assets and Your Oklahoma Estate Plan: Who Can Access Your Online Life?
Email, photos, crypto, and online accounts are part of your estate. Here is how to make sure your family can actually access them.
Year-End Estate Planning: Five Moves to Make Before December 31
A handful of specific moves made before December 31 can make a real difference in your estate plan. Here are five worth making before the year closes.
Oklahoma Special Needs Trusts: How to Provide for a Family Member Without Losing Their Benefits
A direct inheritance can disqualify a family member from Medicaid or SSI. Here is how a special needs trust protects both the inheritance and the benefits.
Preparing Your Heirs to Receive What You’ve Built
Wealth rarely survives past the third generation, usually because heirs were never prepared to manage it. Here is how to prepare your heirs, not just your plan.
Family Governance: How Wealthy Oklahoma Families Make Decisions Together
As Oklahoma families build significant wealth, the hardest question becomes how the family makes decisions together. Here is how family governance structures help.