Couples get better investment results when both spouses discuss their views with their financial professionals.
Business Succession Advisory articles
While record-keeping can be a tedious task, it’s essential to being a responsible property owner.
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.
Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.
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.
Avoid being a victim of financial exploitation.
Individual trustees do not need to face all the challenges alone.
Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa’s article.
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.
Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?
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.
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.
Here in Oklahoma, families hold mineral interests, often for generations.