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Recent Blog Posts

Collecting Debts on Behalf of Your Deceased Loved One

People often engage in transactions that result in money being owed to them, such as loaning money to a friend or business partner or renting a house to a tenant. But what happens if someone passes away before they receive the money owed to them? Can someone else collect these debts? If your loved one […]

How Can Common Trusts Help Protect Your Family?

Parents strive to make their children feel equally valued as reflected in the fact that, when setting up an estate plan, parents typically divide their accounts and property equally among their children. But while parents strive to treat their children the same, they simultaneously acknowledge that children have different needs at different times. And these […]

Why You Want to Avoid Intestacy

About two out of three Americans will die without a will. This is known as dying intestate. While the reasons for not having a will vary, the end result is the same for everyone: they do not get to choose who receives their property when they die. Instead, their money and property are distributed according […]

What NOT to Include in Your Oklahoma Estate Planning Documents

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved ones when you pass away. For this transfer to be as stress-free and efficient as possible, it is crucial that estate planning documents provide all necessary information. Nevertheless, there is some information […]

What Can Thomas Jefferson Teach Us About Estate Planning?

What can Thomas Jefferson teach us about estate planning? Despite being a brilliant intellectual and the principal author of the Declaration of Independence, Jefferson nevertheless struggled to manage his financial affairs during life. In addition, he was saddled with debts that were inherited from his family and also one that he had assumed by cosigning […]

What Can George Washington Teach Us About Estate Planning?

Washington was arguably the most universally beloved and revered US president. Volumes have been written about this man and what he accomplished during his life. One significant achievement that few people know about is the care Washington took to ensure that his final affairs were in order and that those who relied on him were […]

Our Latest Article Featured in the Oklahoma Bar Journal

We are excited to share that our latest article, “Long-Term Care Planning for Oklahoma’s Farmers and Ranchers,” has just been published in the Oklahoma Bar Journal! Dive into page 24 of the February 2024 issue to explore valuable insights on family dynamics, the strategic use of irrevocable trusts, and leveraging LLC structures in estate planning. […]

Home Security Systems and Estate Planning

Estate planning helps bring peace of mind and a sense of security, both in our lifetime and beyond. While we cannot predict our fate, we can at least dictate how our money and property will be distributed and ensure that we provide for our loved ones. Physical security is a big part of feeling emotionally, […]

The Power of Testamentary Bequests

Testamentary bequests offer a remarkable opportunity for you to leave a meaningful impact on charitable causes close to your heart. In essence, they are provisions in your estate plan that enable you to designate specific gifts or donations to charitable organizations or causes that are meaningful to you. These bequests provide a structured and legally […]

Enhance Your Charitable Giving with Donor Advised Funds

What are Donor Advised Funds (DAFs)? Donor Advised Funds are a unique and effective charitable giving vehicle that allows you to make tax-deductible contributions to a public charity or community foundation. The National Philanthropic Trust estimates that over $45 billion in grants were made to qualified nonprofit organizations in 2021. Once the donation to a […]