Barrett Legacy Estate Solutions

Blog

  • January 17, 2023

Make Gifts Your Family Will Love But the IRS Won’t Tax

Do not let political and financial speculation prevent you from making tax-free gifts to...

  • January 11, 2023

Pros and Cons of a Family Limited Partnership

Owning your own business or investment portfolio can be incredibly rewarding. However, to preserve...

  • January 6, 2023

3 Reasons we run away from estate planning

It can be hard to get motivated about your estate planning; for some people...

  • January 4, 2023

Planning for your family’s education

If postsecondary education is in your family’s future, whether for your children, grandchildren, or...

  • December 29, 2022

Who is on your Oklahoma estate planning team?

Who is on your Oklahoma estate planning team, and what does your team actually...

  • December 27, 2022

Estate planning later in life

Estate planning later in life comes with unique questions and choices. Although creating or...

  • December 22, 2022

Is a Defect a Good Thing? Intentionally Defective Grantor Trusts in Estate Planning

The notion that your estate plan contains a defect would not normally be welcomed...

  • December 20, 2022

Don’t Let Your Cryptocurrency Give You and Your Loved Ones Nightmares

Although cryptocurrency may be one of the latest investment strategies with great potential, for...

  • December 15, 2022

Who Should Be Your Successor Trustee?

If you have a revocable living trust, you probably named yourself as the initial...

  • December 13, 2022

5 Reasons to Create an Estate Plan

Todd thought estate planning was unnecessary. After all, his family and friends knew what...

  • December 8, 2022

Batman: The Masked Philanthropist

Among superheroes, Batman is unique because he has no superpowers. Although he is trained...

  • November 23, 2022

Estate Planning for Oklahomans Who Are World Travelers

A lifelong Oklahoman, there is no place Tyler would rather call home. Sometimes, however,...