Instagram Archives - Trust Company Oklahoma

SPOTLIGHT – Oklahoma Hall of Fame

Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.

SPOTLIGHT – Positive Tomorrows

Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.

SPOTLIGHT – South Tulsa Community House

Learn how South Tulsa Community House helps individuals and families combat hunger and poverty, ultimately empowering clients to independence.

SPOTLIGHT – Sharing Tree

Learn how Sharing Tree is bringing dignity to the shopping experience for central Oklahoma individuals and families in need.

SPOTLIGHT – Catholic Charities of Eastern Oklahoma

Learn how Catholic Charities of Eastern Oklahoma is providing services to all in need.

SPOTLIGHT – NewView Oklahoma

Learn how NewView Oklahoma has been helping empower those who are blind or have low vision since 1949.

SPOTLIGHT – Iron Gate

Learn how Iron Gate has been working to lessen hunger in Tulsa through its soup kitchen and grocery pantry.

Taking Stock of Big Tech

Big Tech has enjoyed big gains during the pandemic, but how long can its dominance last?

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.

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.

SPOTLIGHT – Sunbeam Family Services

Learn how Sunbeam Family Services serves vulnerable children, families and seniors throughout central Oklahoma.

SPOTLIGHT – TSHA

TSHA has been providing resources, advocacy and language accessibility to Oklahomans who are deaf or hard of hearing since 1953.

Unraveling Biden’s Tax Plan

President Joe Biden’s revenue proposal could affect income, capital gains and estate tax rates. Find out what changes could be coming.

Fleeting or Forever?

It’s the word dominating headlines and on most people’s minds. Is inflation here to stay, or will it ease as the pandemic restrictions end?

Spousal Lifetime Access Trusts

The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.

SPOTLIGHT – Parent Child Center of Tulsa

Learn more about PCCT, working hard to prevent child abuse and neglect in our community.

The Home-Buying Boom

Suggestions on how to make the most of the booming real estate market.

Bitcoin Basics

Bitcoin has been described as ‘digital gold.’ But what exactly is it?

One For the History Books

With more free time in 2020, Nick dived into the U.S. history. Check out his favorite non-fiction books.

SPOTLIGHT – Oklahoma Lawyers for Children

Learn more about OLFC, working tirelessly to provide legal representation for abused and neglected children in foster care.

The Importance of Preventive Financial Care

Its better to be safe than sorry. Make your estate planning a priority in 2021.

Walden, Donuts and Estate Planning

Lessons on estate planning from Thoreau’s masterpiece.

One Hundred Years Later – Dispatches From Route 66

Are you suffering from Presidential Election Fatigue? Let’s take a look at the 1920 U.S. Election for some healthy historical perspective.

2021 Retirement Plan Contribution Limits

Learn how much you can contribute in 2021 toward your retirement.

More Confidence, Less Cash – Dispatches From Route 66

What will it take to get us back on the horse and reignite the U.S. economy?

SPOTLIGHT – Clarehouse

Learn more about Clarehouse, a community home for dying individuals that has served Northeastern Oklahoma for 17 years.

A Leader’s Legacy – Saying Farewell to Tom Wilkins

Recently, Thomas W. Wilkins retired as CEO of Trust Company of Oklahoma after 30 years serving our clients. He will remain as Chairman of our Board of Directors and the values he has instilled in all of us are his strongest legacy.

Disconnected and Detached – Stock Market v. Economic Reality

A comprehensive overview of the stock market in 2020.

Hazards of Other People’s Money

Six tips to avoid mistakes and litigation when serving as individual trustee.

To Infinity and Beyond – Dispatches From Route 66

It’s an Apple-and-Tesla new world. Let’s talk about paradigm shift.

Estate Planning for Children Moving Out

The essential estate planning documents to ensure your new adult is legally and financially prepared for adulthood.

The Trend Is Your Friend

Investment management in the time of COVID-19, government interference, and low interest rates. Keep an eye on the trends.

Whittney Stauffer Joins Friends of Finance Board of Directors

Trust Company of Oklahoma (TCO) is proud to announce that Vice President Whittney Stauffer has been elected to the Friends of Finance Board of Directors.

The slate of officers for 2020-2021 is comprised of President: Lane Wilson, Williams; Vice President: Mike Osborne, Ernst & Young; Treasurer: T. D. Eureste, ONEOK, Inc.; and Secretary: Mike Neal, Tulsa Regional Chamber.

Since 1985, the organization founded by the University of Tulsa’s Collins College of Business has brought leading business executives to TU’s campus to share their perspectives on business issues.

“Friends of Finance fosters meaningful conversations about the economy and the financial industry. As past president of the Friends of Finance Board, I have personally supported the organization over the years. TCO is extremely proud of Whittney’s commitment to serve the organization as a board member. Her experience and skills will certainly enrich Friends of Finance’s mission” stated James F. Arens II, president and CEO of Trust Company of Oklahoma.

About Trust Company of Oklahoma

Founded in 1981, Trust Company of Oklahoma provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Trust Company of Oklahoma currently manages approximately $4.5 billion in client assets from their offices in Tulsa and Oklahoma City.

Protecting Your Loved Ones

Oklahoma families now have the right to install monitoring cameras in assisted living residents’ rooms. This could help avoid abuse and neglect, but also provide peace of mind during lockdowns. Read Lesa Creveling’s article on Tulsa World.

The Price of Greatness – Dispatches From Route 66

Philip Mock reviews TV series about Michael Jordan.

SPOTLIGHT – Ronald McDonald House of Charities Tulsa

In 2019, the Ronald McDonald House of Tulsa provides lodging and support for families coming to Tulsa to seek health care for their sick children. Learn more.

The Winding Road to Recovery

2020: Reasons to stay optimistic about the economy while working towards the end of the pandemic.

Feeling More Secure After the SECURE Act

IRA and estate planning without the stretch provision.

Government Funds Breakthrough Vaccine Research

Learn more about the federal agencies funding development of the COVID-19 vaccine.

Returning Stimulus Payments Made to Deceased Individuals

Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

Adoption and Estate Planning

If you (or a family member) ever placed a child for adoption and don’t want him to be an heir, you should revisit your estate planning documents.

Collective Healing Process – Dispatches From Route 66

The current pandemic created tough challenges for our community. And much like the OKC Bombing 25 years ago, we are collectively supporting each other. Read more.

What Will Your “New Normal” Look Like?

How will the COVID-19 social distancing affect your life going forward? Read.

Don’t Touch Your Portfolio (Or Your Face!) – Dispatches From Route 66

Investment Dos and Don’ts During Recession.

CARES Act Signed by President Trump Impacts Retirement Plans

Historic financial stimulus bill includes provisions that impact retirement plans and how businesses can support employees affected by the COVID-19 outbreak.

Tax Day Delayed To July 15

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

Our Response To COVID-19

Our offices are open and our services continue uninterrupted. Read more.

SPOTLIGHT – Homeless Alliance

In 2019, the Homeless Alliance helped 754 people work their way out of homelessness. Learn more about this dedicated nonprofit organization.

Don’t Let Fear Paralyze You

In times of uncertainty with stock market and health concerns, it is easy to let fear paralyze us. Read Lesa Creveling’s article.

Buying or Renting? – Dispatches From Route 66

We are often asked about the trade-offs between buying and renting a home. In this article, Nick Gallus offers some general advice and observations to help you navigate this decision.

Why Have TCO Serve as Your Corporate Trustee

Although you may ask a relative or a friend to be your trustee, a corporate trustee can be a wiser choice. Learn more.

Guardianship Checklist

While confronting mortality can be difficult for any parent, it’s beneficial to leave your nominated guardian with a guide for raising your children in the event of your absence or incapacity. Learn more.

How the SECURE Act Affects Your Retirement Plan

Learn how the SECURE Act provisions for 401(k) plans may affect your retirement plan and the retirement of your employees.

All Bets on the Underdog – Dispatches From Route 66

If you are considering taking a vacation in 2020, book it sooner rather than later. Learn more.

Planning for Addict Beneficiaries

While the topic of substance abuse in families can be difficult, it’s a growing epidemic that is important to take into account when estate planning.

Phone Scam Alert

Do not fall for the Suspended Social Security Number scam.

Off the Beaten Path: Hidden Gems in the US – Dispatches From Route 66

If you are considering taking a vacation in 2020, book it sooner rather than later. Learn more.

SPOTLIGHT – Assistance League Tulsa

An all-volunteer nonprofit that provides students with a full school wardrobe and the confidence they need to succeed in class.

SECURE Act Significantly Impacts Your Retirement Planning

If you have an IRA heading into 2020, here’s what you need to know about the new tax law and how it may impact your retirement and estate planning.

Final Edition – Bob’s Market Observations

For your sake, I have decided to wrap up with a single reminder I regularly direct at myself.

New Year’s Resolution: Revisit Your Estate Plan

Now that the holidays are officially behind us, many of you are revisiting that final vestige of the season: the resolution list.

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.

It’s Cyber Monday for Cyber Criminals, Too

While we are online looking for the best deals, cyber criminals are looking for opportunities to steal our sensitive information. Learn how to protect yourself.

A Christmas Gift to Your Future Self

Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.

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.

BRI GHOSN: 2019 TAXOLOGIST OF THE YEAR

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.

Bob McCormick Hits the Open Road

Our colleague is taking an early retirement at the end of the year. Although we don’t normally announce retirements in this publication, it is important to note a few of Bob’s lasting impacts on us, his colleagues.

Where There’s a Will…

What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.

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.

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