Roth Conversions: Traversing the Path to a Tax-Free Retirement
We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
IRA Stretch: A Special Needs Trust Solution
Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
Leave a Rich Vein, Not a Legal Drain: Estate Planning for Oil & Gas Assets
Streamline the transfer of your oil and gas royalties to your heirs with clear and organized estate planning.
Building Trust: Choosing a Fiduciary for Peace of Mind
Selecting a fiduciary is a critical decision that can significantly impact your future and the well-being of your loved ones.
January 2024 Investment Perspectives
We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
When Fireworks Aren’t Fun
Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.
The Pitfalls of Self-Made Estate Plans
Robert Louis Stevenson’s The Strange Case of Dr. Jekyll and Mr. Hyde sheds light on why you should engage the experts before drafting your own estate plans.
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.
Asset Management vs. Wealth Management
Asset management and wealth management are often confused with each other.
Creating a Living Will Can Help Prevent Probate
Creating a Living Will Can Help Prevent Probate When you think about your estate plan, have you considered how you can ensure your beneficiaries don’t have to go through the probate process after your death? When our estate planning advisory initially sits down with estate planning clients, they typically want to know about setting up […]