Investments Archives - Page 3 of 3 - Trust Company Oklahoma

Family Wealth Preservation Trust

Protecting your assets from creditors may not be the first thing you think about when you wake up but all too often, people do not think about it at all until it is too late. Fortunately, in Oklahoma we have an attractive asset protection vehicle called the Oklahoma Family Wealth Preservation Trust (FWPT) that can help Oklahoma residents and non-residents alike. Read Lesa Creveling’s insightful article (originally published June 2006) on the benefits of this asset protection trust, its tax treatment and how it works in relation to federal bankruptcy law.

The Road to Trustee Hell is Paved with Good Intentions

Joanna Murphy discusses the challenges individuals face when serving as a trustee or as an executor of an estate. Being a fiduciary carries a tremendous amount of responsibility ranging from detailed record keeping to bill paying, from tax returns to investments. But don’t despair – Joanna also shares how having a corporate trustee such as Trust Company of Oklahoma can help ease the burden when filling this role, especially for friends and family.

Double Dip – Ice Cream or the Economy?

Published in Investment Perspectives October 2011 issue.

Nation’s debt level must be addressed now

Published in the Tulsa World on August 18, 2011.

Is Inflation Back?

It depends on your outlook.

Prosperity with a Purpose

Is there a purpose for your prosperity? In other words, what are you trying to accomplish with your wealth?

The Oil & Gas Industry in Oklahoma

Many do not realize that gasoline accounts for less than one-half of the products made from a barrel of crude in the U.S

Kicking The Can

If there is one thing our Congress is good at, it is their ability to consistently kick the can…

Planning & Caring for Children with Special Needs

Parents of children with disabilities are often faced with the challenge of providing a level of care most families never experience.

What About My Retirement?

When I retire, I plan to travel to exotic places, spoil the grandkids I hope to have someday and spend lots of time on the beach. I know these dreams won’t come true without some wise decisions on my part–many of which have to do with my retirement plan.

Investments articles