Barrett Legacy Estate Solutions

Blog

  • November 9, 2023

Why Deathbed Planning Might Give You Additional Grief

None of us likes to think about our own death or enjoys planning for...

  • November 7, 2023

Will Our Child Have to Manage Multiple Trusts After Our Death?

When a married couple creates an estate plan using a revocable living trust, they...

  • November 2, 2023

What is a Blind Trust?

Trusts are typically set up for the benefit of a trustmaker’s loved ones, a...

  • October 3, 2023

Ways to Leave Oklahoma Real Estate to Your Loved Ones

Updated 10/3/2023 Owning real estate continues to be a very popular investment vehicle for...

  • September 19, 2023

Things to Consider Before Accepting Your Inheritance

The news that you will be receiving an inheritance is often bittersweet because it...

  • August 31, 2023

3 Reasons for Considering a Family Office

A family office provides management services to a family whose businesses and wealth have...

  • August 29, 2023

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

What Is self-dealing in trust administration? A trustee usually has quite a bit of...

  • August 10, 2023

Red Flags When Hiring a Professional to be Your Trustee

When you form a trust as part of your estate plan, one of the...

  • August 8, 2023

How to Prove You Are Mentally Competent for Your Will or Trust

Although we would all like to believe that our family and loved ones will...

  • July 20, 2023

Statements of Intent or Purpose in Your Oklahoma Estate Plan

The reasons you create a trust are certainly special and important to you, but...

  • July 18, 2023

What the FAFSA Changes Mean for Grandparents

For grandparents who want to leave a legacy to their grandchildren, the gift of...

  • July 13, 2023

The Power of Charitable Giving in Oklahoma Estate Planning

Estate planning is not just about protecting and distributing assets; it’s also an opportunity...