Blog
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...
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...
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...
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...
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...