Call For Consultation 405-928-4075 405-928-4075
Home / Blog / estate planning

Category Archives: estate planning

What to Do with a Loved One’s Used Medical Equipment

After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have been distributed to beneficiaries in the estate plan, many more might still be lying around the house. The question of what to […]

Planning a Barbecue Is Like Planning Your Estate

Although a backyard barbeque may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations are necessary for a successful cookout, a little planning goes a long way to prevent a poorly designed estate plan (or no estate plan at all!) from leaving you and […]

2 Examples of Death Affecting an Oklahoma Estate Plan

A number of people are involved in the creation and management of a will or trust, and the death of any of these individuals can greatly impact your Oklahoma estate plan. Reviewing your estate plan to make sure that your wishes will still be carried out in the event of an unfortunate family death is […]

How to Avoid Estate Planning Scams

Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately, this scenario happens on a regular basis to individuals who are victims of estate planning schemes. According to a report conducted by the U.S. Consumer Financial Protection Bureau of people ages 50 and […]

Disability Panels to Take Back Control

When you create an estate plan, it is an admission of your mortality. But even if you accept that you are not going to live forever, you may be slower to face the possibility that you could become incapacitated before you die. Although it can be an uncomfortable topic, incapacity is an essential but often […]

Strategies for your Charitable Giving

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to […]

Mental Health Considerations in Estate Planning

It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults–are affected by mental illness. Understanding this fact can lead to more people getting the help they require, not only by seeking guidance from a mental health expert, but also […]

3 Tips for Protecting Your Finances from Scams as You Age

Here are three tips for protecting your finances as you age or those of you with an elderly parent or other relative: 1. Assemble Your Defenders. This tip emphasizes choosing the right person – someone who is money-savvy, trustworthy, and ready to act in your best interest – to step in and manage your finances […]

Make Sure to Update Your Beneficiary Designations

Did you know that beneficiary designations can become a huge problem if they are not updated? Beneficiary designations on your retirement accounts, IRAs, annuities and life insurance policies override what’s in your will. This means that people you don’t intend to inherit your assets could in fact get your money if you were to die. […]

What is an Ethical Will?

What is an ethical will? It is a separate document from your living will, and it shares your important values, religious beliefs, life lessons, and blessings with your family members. An ethical will can be in written or video form, and is something that can be shared during your lifetime as a way of drawing […]