Blog
Recent Blog Posts
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 some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following stories are each a little different, but they all underline one simple warning: if you own cryptocurrency in Oklahoma, you need a plan. Impact […]
Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as the initial trustee so you can continue to manage your financial affairs. Eventually someone else will need to step in when you are no longer able to act due to incapacity or after your death. Your successor trustee plays an important role in […]
5 Reasons to Create an Estate Plan
Todd thought estate planning was unnecessary. After all, his family and friends knew what he wanted, right? He trusted them to carry out his wishes after he was gone. Todd did not realize how not having an estate plan would affect his family. If he had, maybe he would have talked to an estate planning […]
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 […]
