Estate planning for couples in a second or subsequent marriage can be tricky, especially...
In light of the pandemic, many Americans have become aware of the importance of...
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...