Barrett Legacy Estate Solutions

Blog

  • 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...

  • July 11, 2023

Navigating the Medicaid Maze

As our population ages, navigating the complex realm of elder law becomes increasingly important...

  • July 6, 2023

When a Gift May Not Be a Gift

It is better to give than to receive. But if you give a gift...

  • July 5, 2023

Consider This Before Your Disabled Child Turns 18

When your special needs child is under the age of 18, you, as their...

  • June 22, 2023

What to Do with a Loved One’s Used Medical Equipment

After a loved one has passed away and the funeral has been held, the...