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There are many reasons to review your estate planning documents periodically. One event that should prompt you to pull out your estate planning documents is...
Five Important Facts about Estate Planning and Taxes in 2019
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Adding Religious Beliefs to an Estate Plan
In addition to passing on their assets, many parents would also like to pass on their ethics and spiritual beliefs to their children. Fortunately, a...
Common Mistakes Made During the Estate Planning Process
None of us is perfect. Many of us are prone to making a mistake here or there. While mistakes in some areas of life can easily be looked past, in estate...
How to Make the Most of Life Insurance Policies and Trusts
There are a number of estate planning funding sources. For example, death benefits received from a life insurance policy can often be considerable. These...
Ways to Add Flexibility to a Trust
The Tax Cut and Jobs Act of December 2017 offered a number of advantages to individuals who are interested in estate planning. This new law, however, is not...
Oklahoma Retirement Documents
Getting used to retirement can be challenging. You might feel anxiety, fear, and stress as you transition into a new phase of your life. In addition to these...
Estate Planning Tips From George Washington
One of the many topics followed by this blog concerns recent developments in the area of estate planning. There are some invaluable lessons, however, that a...
What are Bypass Trusts?
Establishing an effective estate plan is one of the best ways to make sure that your assets are properly handled following your death. Based on the exact...
Estate Planning Advice for Parents With Older Children
As summer draws to an end and fall approaches, parents with children who are about to attend college face a number of big decisions. While it might be...
Estate & Probate » Blog