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Liz Walters2026-01-12 13:39:532026-01-12 13:46:52ViewPoint – A Letter From the Desk of Michael Hopper – Winter 2026Home
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We offer asset protection and investment management strategies to help you conserve your assets during your lifetime and pass them to future generations and charities. We provide fiduciary services and independent, unbiased financial advice about your estate, retirement planning, and business succession.
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Liz Walters2026-01-12 13:39:532026-01-12 13:46:52ViewPoint – A Letter From the Desk of Michael Hopper – Winter 2026
Marital Trusts: Protecting Your Legacy and Deferring Taxes
We discuss what a Marital Trust is, the features and functions of this specialized trust, and how it might benefit your family.
Tuning Out the Noise, Focusing on the Signal
To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
Fall 2025 Investment Perspectives
We discuss maximizing 2025 charitable donation tax deductions, changes to Oklahoma's trust laws, and family charitable mission statements.
Smarter Gifting for 2025: Key Tax Strategies for the End of the Year
To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
Strengthening Oklahoma Trusts Through Greater Transparency
Oklahoma has recently modernized its trust laws by adopting the Oklahoma Uniform Trust Code. But what does that mean for trustees?
