Blog
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...
How to Maintain Control of Your Estate and Keep Spouse #2 Happy
Estate planning for couples in a second or subsequent marriage can be tricky, especially...
Cryptocurrency and Your Oklahoma Estate Plan
In today’s digital age, many individuals hold significant assets in the form of cryptocurrencies....
I’m a Survivor… and Now I Have My Own Trust
Many married couples share almost everything, including finances. This may be reflected in their...
What to Do When a Disability Throws Your Oklahoma Estate Plan into Chaos
As poet Robert Burns mused centuries ago, the best-laid plans of mice and men...
What Does Dying Intestate Mean?
Most people in Oklahoma understand that having some sort of an estate plan is...
What Does SECURE 2.0 Have to Do with 529 Plans?
By now, you have likely heard about the Setting Every Community Up for Retirement...