Blog
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...
How to Avoid Estate Planning Scams
Imagine spending thousands of dollars on an estate plan to protect loved ones, only...
The Power of Charitable Giving in Estate Planning
Estate planning is not just about protecting and distributing assets; it’s also an opportunity...
Passing the Torch: Smart Business Succession Strategies in Oklahoma
For many Oklahoma business owners, their business is one of the most valuable and...
Consider These Things Before Leaving Your Retirement Account to Your Minor Child
Your retirement account may be one of the most valuable things you own. Many...