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 in Oklahoma

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 in Oklahoma

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...