Probate is a critical court-supervised proceeding that is utilized to take control of a deceased person’s estate. While Oklahoma has some nuanced laws...
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How to Anticipate Tax Changes with a Potential Administration Change
In a Wall Street Journal article published last month, Philip DeMuth commented that Americans currently live in an ideal age of taxes due to President Trump’s...
Appreciating the Importance of Medical Directives During the Pandemic
As the coronavirus pandemic continues throughout Oklahoma, many people are faced with the question of whether their estate plan is sufficient. While many...
Estate Planning Basics as Children Head Back to School During the Pandemic
Oklahoma public schools are poised to return on August 10th. Understandably, going back to school during the COVID-19 pandemic has given many people time to...
Four Essential Inherited IRA Rules That Beneficiaries Should Know
If you are like one of many people who inherited an individual retirement account (IRA) this year, you likely have countless questions involving estate...
Three Things to Know About Oklahoma Spendthrift Trusts
A spendthrift trust refers to a type of trust that lets beneficiaries inherit money without the ability to decide how the money is spent. These trusts are...
Critical Steps to Take After the Death of a Loved One
While we hopefully can all weather the COVID-19 pandemic safely, the truth is that some Oklahomans will pass away as a result of the virus. Losing a loved one...
Making an Estate Planning “Football” During the COVID-19 Pandemic
We often discuss the various types of estate planning documents and their value, but it is just as important to realize that an estate plan does little good...
Think Twice About Adding a Beneficiary to Your Deed
One of the critical reasons to engage in estate planning is that the upfront costs to establish the proper estate planning strategies often cost much less...

