by Jim Lyon | Mar 12, 2021 | blog, Blog: Estate Planning
One of the most attractive aspects of being an American is the opportunity to start a great company and then sell it for enough money that neither you nor the ones you love and care about will ever have to worry about financial issues again. Most people agree that it...
by Jim Lyon | Mar 5, 2021 | blog, Blog: Estate Planning
Many people hesitate to discuss their estate plans with their children. Even though it might not be easy to have these conversations, a great amount of assets will be transferred from the older generation to the current one within the next few decades. Given the...
by Jim Lyon | Feb 26, 2021 | blog, Blog: Estate Planning
Transfer on death deeds should never be used as substitutes as wills. These documents can play an invaluable role in your Oklahoma estate plan, however, because transfer on death deeds let a property avoid probate, among other advantageous features. While many people...
by Jim Lyon | Feb 19, 2021 | Blog: Bankruptcy, Blog: Estate Planning
One of the most commonly discussed issues when it comes to planning for college is how families will pay tuition. The U.S. News & World Report has found that the average annual tuition and fees at colleges from 2020 to 2021 was $21,184 for out-of-state public...
by Jim Lyon | Feb 12, 2021 | blog, Blog: Estate Planning
As of January 2021, a person in the United States is permitted to pass on $11.7 million and a married couple can distribute $23.4 million without being subject to any estate or gift taxes. A sunset clause written into the Tax Cuts and Jobs Act of 2017 as well as the...
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