When planning for retirement, it’s important to consider all of your options for maximizing...
How can you ensure that your estate plan will be administered according to your...
Did you know that I was a special guest on 2 episodes of The...
Estate planning is an incredibly important tool, not just for the extremely wealthy or...
Have you heard of a grantor retained annuity trust (GRAT)? This type of trust...
Studies estimate that 70 percent of family wealth is lost by the end of...
We recently heard 2 myths related to standalone retirement trusts that we would like...
Real estate can take on different forms of ownership depending upon the number of...
Most people understand that having some sort of an estate plan is a good...
For many people in Oklahoma, a revocable living trust is a valuable tool to...
Many people think of probate (the process of collecting, managing, and distributing a deceased...
Studies have shown that the largest contributing factors to generational loss of wealth are...