Barrett Legacy Estate Solutions

Blog

  • February 20, 2024

What Can George Washington Teach Us About Estate Planning?

Washington was arguably the most universally beloved and revered US president. Volumes have been...

  • February 13, 2024

Our Latest Article Featured in the Oklahoma Bar Journal

We are excited to share that our latest article, “Long-Term Care Planning for Oklahoma’s...

  • February 8, 2024

Home Security Systems and Estate Planning

Estate planning helps bring peace of mind and a sense of security, both in...

  • February 6, 2024

The Power of Testamentary Bequests

Testamentary bequests offer a remarkable opportunity for you to leave a meaningful impact on...

  • February 1, 2024

Enhance Your Charitable Giving with Donor Advised Funds

What are Donor Advised Funds (DAFs)? Donor Advised Funds are a unique and effective...

  • January 18, 2024

Investment and Distribution Trustees: Do You Need Both?

When creating a trust, it is common to name yourself as the initial trustee...

  • January 16, 2024

How to Protect Your Family if You Are Recently Unemployed

If you have recently lost your job, you are not alone! Inflation has skyrocketed...

  • January 9, 2024

Updating Your Estate Plan: How Many Tweaks Are Too Many?

Imagine a recipe card you have used for years. If you have crossed out...

  • December 14, 2023

What Are Beneficiary Controlled Trusts?

Would you like to provide your children or loved ones with an inheritance but...

  • November 30, 2023

If I transfer my business to a trust, how will it be managed?

  If I transfer my business to a trust, how will it be managed?...

  • November 28, 2023

Things to Consider When Gifting Property to an Unmarried Partner

How do large gifts between unmarried couples function from an estate planning perspective? “Gift”...

  • November 16, 2023

Have You Chosen the Right Trustee?

Whether you are reviewing your existing trust or creating a new trust, you should...