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Should you have separate Oklahoma estate plans with your spouse?
Should you consider having separate estate plans with your spouse? Depending upon your circumstances,...
Private Annuities: A Hidden Gem in Oklahoma Estate Planning
When it comes to Oklahoma estate planning for high-net-worth individuals, private annuities can be...
Lessons Learned From 3 Famous Pet Trusts
Sometimes, pet owners can get a bit creative when providing for their pets’ future...
The Perils of Joint Property in Oklahoma
People often set up bank accounts or real estate so that they own them...
How the Corporate Transparency Act May Impact Your Oklahoma Estate Plan
Starting on January 1, 2024, under a new law called the Corporate Transparency Act...
Securing Your Legacy While Giving Back
Estate planning isn’t just about protecting assets—it’s about creating a meaningful legacy. Charitable Lead...
Won’t My Spouse and Kids Inherit Everything When I Die?
You may think that if you die while you are married, everything you own...
Can Someone Else Pay for My Oklahoma Estate Plan?
Estate planning is not just for the wealthy. Every adult should have an estate...
5 Ways You Can Leave Your Family a Great Legacy
Although the word “inheritance” usually conjures up images of property or accounts with significant...
Now Serving Families & Businesses in Kansas
We’re excited to announce that we now offer estate planning services in Kansas! Joining...
What if I cannot find a beneficiary?
When someone has named you as the executor (also known as a personal representative)...
Consider These 2 Life Insurance Examples
A common misconception people have about life insurance is that they only need to...