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OUR LATEST – BUSINESS SUCCESSION ADVISORY

Understand Proposed IRA Changes Before Making Estate Planning Decisions

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Changes may be on the horizon for legislation regarding Individual Retirement Accounts (IRAs). Understanding and reviewing the proposed bills is prudent before making estate planning decisions.

Chill Before Serving to Avoid Family Litigation

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Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.

What Does Your Family Look Like?

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Family structures have become more complex over the last few decades. Most households are now the result of blended families with working moms, adopted kids, second marriages, and the list goes on. Your estate plan needs to be customized for your specific situation.
financial abuse in elders

Alzheimer's And Dementia Patients Are Easy Prey For Scammers

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Avoid being a victim of financial exploitation.

Don't Be A Silo

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Individual trustees do not need to face all the challenges alone.

July 2019 Investment Perspectives

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Our experts comment on the stock markets, estate planning, taxes and more.

Staying on The Yellow Brick Road

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Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.

DPOA: A Document With Super Powers

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A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.

April 2019 Investment Perspectives

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Our experts comment on the stock markets, retirement planning, financial planning, taxes and more.

Happy Birthday, Batman!

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Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?
real estate lake side property

Overcoming The Emotion of Family Properties

Family legacy properties are extremely emotional assets. The feelings triggered by the thought of parting with the family farm, lake cabin or beach house can become the cause of tension among family members.
managing trust and estate planning

Establishing Trust, Step-By-Step

Creating a trust is a very important step in the estate planning process; but without funding the trust, there is no value to the trust document.

Handling Overlooked Mineral Interests of Deceased Owners

Here in Oklahoma, families hold mineral interests, often for generations.
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