Blog
Prenuptial Agreements and Estate Planning in Oklahoma
A prenup is an estate planning tool as much as a marriage document. Here...
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...
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...
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...
Preparing Your Heirs to Receive What You’ve Built
Wealth rarely survives past the third generation, usually because heirs were never prepared to...
Family Governance: How Wealthy Oklahoma Families Make Decisions Together
As Oklahoma families build significant wealth, the hardest question becomes how the family makes...
Selling Your Business? Your Oklahoma Estate Plan Needs to Move First
Some of the best estate planning tools for a business sale only work before...
What to Do When You Receive a Large Inheritance in Oklahoma
A large inheritance brings a wave of decisions at the worst possible time to...
Business Succession Planning for Oklahoma Business Owners
Oklahoma business owners need a succession plan that addresses who takes over, how the...
Farm and Ranch Succession Planning in Oklahoma
Oklahoma farm and ranch families face unique estate planning challenges including land valuation, mineral...
Asset Protection Strategies for Oklahoma Families and Business Owners
Oklahoma families and business owners have options to protect assets from creditors and lawsuits....
What Is a Revocable Living Trust and Why Do Oklahoma Families Need One?
A revocable living trust helps Oklahoma families avoid probate, protect privacy, and pass assets...