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Ways to Leave Oklahoma Real Estate to Your Loved Ones

Updated 10/3/2023 Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is that investment property can also double as a personal residence. In other cases, real estate investments may be rental, recreational, commercial, or farm properties. Whatever the case, it […]

Batman: The Masked Philanthropist

Among superheroes, Batman is unique because he has no superpowers. Although he is trained in the martial arts and possesses a range of high-tech gadgetry that allows him to fight crime, Batman is entirely human. He does not have genetic mutations, X-ray vision, overpowering physical strength, flying ability, genius-level intellect, or any other god-like powers. […]

Estate Planning for Oklahomans Who Are World Travelers

A lifelong Oklahoman, there is no place Tyler would rather call home. Sometimes, however, the world beckons (especially during Oklahoma’s cold, dreary winters). Although estate planning may be the last thing on your mind when preparing for a global excursion, it is an important consideration. Below are myths and frequently asked questions that show why. […]

Important Estate Planning Issues to Address Before You Leave on Vacation

Important Issues to Address Before You Leave on Vacation Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones. Do you have a foundational estate plan? Has it been reviewed? An estate plan is […]

Your Planning Team for Your Next Adventure

When planning your next great travel adventure, you may decide that you can do it yourself. You know what you and your travel companions want to see and do, how much you are willing to pay, and the most convenient times to travel. While making travel arrangements may be okay to do yourself, you need […]

Three Reasons to Avoid Probate

When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. In Oklahoma, this can happen if you own property (like a house, car, bank account, investment account, or other asset) in your name only and you have not completed a beneficiary, […]

Assisted Reproductive Technology and the Real Impact on Estate Planning

According to data provided by the Centers for Disease Control and Prevention (CDC), approximately 2 percent of all infants born in the United States (83,946 in 2019) were conceived using assisted reproductive technology (ART).[1] ART is defined by the CDC as all fertility treatments in which both eggs and embryos are handled. It can involve […]

Estate Planning for Vacation Homes

Important Questions to Ask When Investing in a Vacation Property   According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent of the total number of homes.[1] These homes are not only real estate that must be planned for, managed, and maintained, they are […]

Estate Planning Considerations for Couples with an Age Gap

With couples of similar ages, planning for the future is naturally a joint effort. However, if you are married to someone who is significantly older or younger than you, the future can look different and mean different things to each of you. To protect yourself, your spouse, and other loved ones, you need to have […]

Why a Joint Pour-Over Trust May be Right for You

Yours, Mine, and Ours: How Including a Pour-Over Trust Can Simplify Your Planning   A number of married couples think about their accounts and property as “yours, mine, and ours,” especially if either or both spouses have gotten or will be getting remarried, married late in life, or have brought or will be bringing significant […]