What can Thomas Jefferson teach us about estate planning? Despite being a brilliant intellectual...
Washington was arguably the most universally beloved and revered US president. Volumes have been...
We are excited to share that our latest article, “Long-Term Care Planning for Oklahoma’s...
Estate planning helps bring peace of mind and a sense of security, both in...
Testamentary bequests offer a remarkable opportunity for you to leave a meaningful impact on...
What are Donor Advised Funds (DAFs)? Donor Advised Funds are a unique and effective...
When creating a trust, it is common to name yourself as the initial trustee...
If you have recently lost your job, you are not alone! Inflation has skyrocketed...
Imagine a recipe card you have used for years. If you have crossed out...
Would you like to provide your children or loved ones with an inheritance but...
If I transfer my business to a trust, how will it be managed?...
How do large gifts between unmarried couples function from an estate planning perspective? “Gift”...