It Takes a Team – The Recipe for Successful Estate Planning
Couples get better investment results when both spouses discuss their views with their financial professionals.
Business Succession Advisory articles
Be a Responsible Property Owner: Properly Store Your Documents
While record-keeping can be a tedious task, it’s essential to being a responsible property owner.
Understand Proposed IRA Changes Before Making Estate Planning Decisions
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
Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.
What Does Your Family Look Like?
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.
Alzheimer’s And Dementia Patients Are Easy Prey For Scammers
Avoid being a victim of financial exploitation.
Don’t Be A Silo
Individual trustees do not need to face all the challenges alone.
Staying on The Yellow Brick Road
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
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.
Happy Birthday, Batman!
Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?
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.
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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