Estate planning involves more than just deciding how your assets will be distributed after you pass…
Category: ESTATE PLANNING
Professional Estate Planning: A Wise Investment
Estate planning may seem like something only wealthy individuals need to consider, but it benefits everyone,…
Effective Estate Planning Is Easier Than You Think
The clock is ticking, and there’s no better time to protect your wealth and secure your…
When Is a Trust Necessary (Part 1)?
Let’s dive deep into a critical decision when it comes to securing your legacy: the choice…
Are You Prepared for Long-Term Care Expenses?
When you reach the age of 65, you will qualify for Medicare if you or your…
Real Estate Value Can Lead to Estate Tax Exposure
Real estate values have skyrocketed over recent decades, and some people have inherited property that has…
An Overview of SSDI and SSI
Acronyms that sound similar can be confusing, and there are plenty of them in the elder…
What Happens to Assets Left Out of My Living Trust?
If you establish a revocable living trust, the first step will be to fund the trust.…
Yes, You Need an Estate Plan
Caring.com conducts annual surveys that keep track of the percentage of adults who have an estate…
Is There a Simplified Probate Process in Oklahoma?
Our estate planning offices are in Oklahoma, and the laws that govern estate administration are enacted…