Estate Planning Basics as Children Head Back to School During the Pandemic

by coder | Jul 31, 2020 | blog, Blog: Estate Planning

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 think about the strengths and weaknesses of the system. Even if you work somewhere other than a school or...

Four Essential Inherited IRA Rules That Beneficiaries Should Know

by coder | Jul 24, 2020 | blog, Blog: Estate Planning

If you are like one of many people who inherited an individual retirement account (IRA) this year, you likely have countless questions involving estate planning and taxes. While it can be a financial advantage to inherit an IRA account, there are still taxes to worry...

Three Things to Know About Oklahoma Spendthrift Trusts

by coder | Jul 17, 2020 | blog, Blog: Estate Planning

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 particularly helpful when an heir lacks the responsibility necessary to manage assets. Instead, these trusts...

Critical Steps to Take After the Death of a Loved One

by coder | Jul 10, 2020 | blog

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 is an overwhelming and challenging process. Rather than focus on administering an estate, you should instead...

Making an Estate Planning “Football” During the COVID-19 Pandemic

by coder | Jul 3, 2020 | blog, Blog: Estate Planning

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 if the key people either do not know about the estate plan or are unable to access key documents after a...