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...
Do not let political and financial speculation prevent you from making tax-free gifts to...
Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve...
It can be hard to get motivated about your estate planning; for some people...
If postsecondary education is in your family’s future, whether for your children, grandchildren, or...
Who is on your Oklahoma estate planning team, and what does your team actually...
Estate planning later in life comes with unique questions and choices. Although creating or...