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Veterans Pension Can Lighten Assisted Living Burden

Elder law attorneys counsel clients that are concerned about some of the challenges that elders face,…

Life Insurance Satisfaction Surges During Pandemic Year, Survey Says

Consumer satisfaction with life insurance providers increased over the past year, reversing a downward trend,…

Estate Taxes Could Ensnare Trusts Favored By Wealthy

Two current tax proposals target key points of most wealthy clients’ estate plans. One’s getting…

Power of Attorney: Springing vs. Immediate

Moderator Scott Trout chats with TuckerAllen estate planning attorney Kevin Mason to break down the key…

Democrats Look For Tax Options If They Have To Ditch Rate Hikes

After months of focusing on proposals to increase tax rates on income and capital gains,…

Encourage Clients To Have ‘The Talk’ With Their Adult Children

Advisors are already witnessing the largest wealth transfer in our history, as the greatest generation…

Estate Planning for Generation Y

Millennials are part of Generation Y, and at this point, they are between 25 and 40…

Own Property Out of State? You Need a Living Trust

The most important reason to work with an experienced estate planning lawyer to put your plan…

What Happens if One Primary Beneficiary Dies?

A thorough estate plan is critical to protecting loved ones and providing peace of mind. When…

Tax Reporting with Trusts | Oklahoma Estate Planning Attorneys

Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust. Usually,…