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How to Create a Bulletproof Estate Plan in Oklahoma
  • July 25, 2025

Want a Bulletproof Estate Plan? Here Are 5 Crucial Steps to Secure Your Legacy

Planning for the future is one of the most responsible and important decisions you...

Protect Your Wealth with a Domestic Asset Protection Trust in Oklahoma
  • July 12, 2025

Protect Your Wealth with a Domestic Asset Protection Trust in Oklahoma

If you are looking to safeguard your wealth and secure your legacy, there is...

How to Make a Will in Oklahoma
  • June 18, 2025

How to Make a Will in Oklahoma: A Step-by-Step Guide

Creating a legally valid will in Oklahoma is one of the most important steps...

Lessons from Warren Buffett’s Estate Plan
  • March 7, 2025

Lessons from Warren Buffett’s Estate Plan

Warren Buffett is one of the most successful investors of all time. His disciplined...

Understanding Family Business Buyouts in Oklahoma Estate Planning
  • January 23, 2025

Understanding Family Business Buyouts in Oklahoma Estate Planning

Family businesses often represent not just financial assets but also generations of hard work...

The Power of Low Interest Rate Planning in Estate Planning
  • January 21, 2025

The Power of Low Interest Rate Planning in Oklahoma Estate Planning

Did you know that a low-interest-rate environment can open the door to powerful wealth...

Should you have separate estate plans with your spouse?
  • January 16, 2025

Should you have separate Oklahoma estate plans with your spouse?

Should you consider having separate Oklahoma estate plans with your spouse? Depending upon your...

Private Annuities: A Hidden Gem in Estate Planning
  • January 14, 2025

Private Annuities: A Hidden Gem in Oklahoma Estate Planning

When it comes to Oklahoma estate planning for high-net-worth individuals, private annuities can be...

Lessons Learned From 3 Famous Pet Trusts
  • January 9, 2025

Lessons Learned From 3 Famous Pet Trusts

Sometimes, pet owners can get a bit creative when providing for their pets’ future...

The Perils of Joint Property in Oklahoma
  • January 7, 2025

The Perils of Joint Property in Oklahoma

People often set up bank accounts or real estate so that they own them...

Corporate Transparency Act and Oklahoma Estate Plans
  • December 19, 2024

How the Corporate Transparency Act May Impact Your Oklahoma Estate Plan

Starting on January 1, 2024, under a new law called the Corporate Transparency Act...

Securing Your Legacy While Giving Back
  • December 13, 2024

Securing Your Legacy While Giving Back

Oklahoma estate planning isn’t just about protecting assets—it’s about creating a meaningful legacy. Charitable...