Finding Peace With Your Possessions
You love your things – but how do your heirs feel about them?
Is There a Pilot on Board?
Choosing your successor trustee is a lot like choosing a co-pilot – be careful who you choose to handle your assets after your death.
Understanding Your 1099 Form
Have you ever wondered what the difference is between covered and noncovered sales on your TCO 1099-B form? We break down the differences.
Defending Yourself Against Keyboard Criminals
Cyberscams and cyberattacks can happen quickly. Use these tips to help keep your identity out of the hands of criminals.
Taking Stock of Big Tech
Big Tech has enjoyed big gains during the pandemic, but how long can its dominance last?
Decanting Statute Will Rewrite Oklahoma’s Trust Playbook
Much like how a game in 1912 forever changed the game of football, a new Oklahoma statute will change the way trustees can act on behalf of beneficiaries.
Oil and Gas Asset Management
Oil and Gas Asset Management Asset management is a holistic, organized approach to keeping all of your assets accounted for. With proper asset management, you will be able to keep track of all data, conduct more efficient audits, detect problems in advance, plan for the future, and increase productivity in the immediate term. Prepare for […]
Asset Management vs. Wealth Management
Asset management and wealth management are often confused with each other.
Which Type of Retirement Account is Best for You?
Which Type of Retirement Account is Best for You? When choosing a retirement account, all the available options can make choosing a retirement account a daunting task. That is when we come in. At Trust Company of Oklahoma, we understand that there is a lot at stake, and we want to help you choose the […]
Benefits of a Private Foundation
Funds from private foundations work to serve the public, these charitable vehicles offer significant benefits as well.