OUR LATEST – ESTATE PLANNING

Marital Trusts: Protecting Your Legacy and Deferring Taxes

We discuss what a Marital Trust is, the features and functions of this specialized trust, and how it might benefit your family.

Tuning Out the Noise, Focusing on the Signal

To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
Whittney Stauffer Joins Friends of Finance

Fall 2025 Investment Perspectives

We discuss maximizing 2025 charitable donation tax deductions, changes to Oklahoma's trust laws, and family charitable mission statements.
Several $100 bills are rolled together and wrapped with a red ribbon, topped with a bow

Smarter Gifting for 2025: Key Tax Strategies for the End of the Year

To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.
A hand is holding a red pen, hovering over paperwork

Strengthening Oklahoma Trusts Through Greater Transparency

Oklahoma has recently modernized its trust laws by adopting the Oklahoma Uniform Trust Code. But what does that mean for trustees?
A multigenerational family stands on a hill overlooking a forested area. An older couple stands in the foreground looking at the younger people in the background.

The Power of Defining Your Family’s Philanthropic Legacy

A family charitable mission statement can provide clarity, unity, and purpose by defining the family's shared vision for making an impact.
Whittney Stauffer Joins Friends of Finance

Summer 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.

Greater Control, Greater Retirement: The Three Account Buckets

To achieve flexibility in retirement, it’s not just about saving enough—it’s also about where you save.

Your 2025 Tax Roadmap: Navigating the One Big Beautiful Bill Act

Understanding the One Big Beautiful Bill Act is essential for optimizing your financial strategies, as many provisions start in 2025.
A man drapes his arm over a woman's shoulder as they face away from the camera. It appears they are looking at damage to a house and vehicle caused by a fire.

Trusts & Insurance: Protect Your Home From Tornadoes, Fires, and Claim Denials

One omission from your homeowner's insurance policy can cost you in the event of a disaster.
Whittney Stauffer Joins Friends of Finance

April 2025 Investment Perspectives

We discuss how to handle the recent and how to protect your financial plan in the event of a natural disaster.
An older woman with short gray hair and wearing a purple hooded jacket puts her foot high on a wall to stretch her muscles while smiling at the camera

Estate Planning Given Extra Agility Thanks to New Oklahoma Act

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
Whittney Stauffer Joins Friends of Finance

January 2025 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
Two people clasp hands

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.
Whittney Stauffer Joins Friends of Finance

October 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.
Whittney Stauffer Joins Friends of Finance

July 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.
Two oil derricks are silhouetted against an orange and yellow sunset

Leave a Rich Vein, Not a Legal Drain: Estate Planning for Oil & Gas Assets

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.
An older couple sit holding a sheaf of paper, facing another person whose face we cannot see

Building Trust: Choosing a Fiduciary for Peace of Mind

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
Whittney Stauffer Joins Friends of Finance

April 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.

Corporate Transparency Act: New Law Requires Many Companies to Register Owner Information

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.
Whittney Stauffer Joins Friends of Finance

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.
A stack of 100 dollar bills are covered by chains and a padlock

FDIC Insurance: Navigating New Rules for Trust-Owned Bank Deposits in 2024

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.
Whittney Stauffer Joins Friends of Finance

October 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
Whittney Stauffer Joins Friends of Finance

July 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.

When Fireworks Aren’t Fun

Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.
Whittney Stauffer Joins Friends of Finance

April 2023 Investment Perspectives

We discuss the bank failures of early 2023 and how they compare to 2008, as well as key aspects of Secure Act 2.0 and real estate trends.
Whittney Stauffer Joins Friends of Finance

January 2023 Investment Perspectives

We discuss the economic outlook for 2023, whether cash is still trash, gifting to children & grandchildren, and why charitable giving doesn't have to be so stressful.
Antique ink pen lying on a paper with will and testament written in fancy lettering

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.
Whittney Stauffer Joins Friends of Finance

April 2022 Investment Perspectives

We discuss the Fed's response to inflation, updates to our Oklahoma City office, choosing a successor trustee and dealing with your "things."
Whittney Stauffer Joins Friends of Finance

January 2022 Investment Perspectives

We discuss inflation, the market and the economy of 2021 and 2022, the 1099-B form, the difference oil & gas professionals can make, and more.

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.
Whittney Stauffer Joins Friends of Finance

October 2021 Investment Perspectives

Our experts discuss how long Big Tech can keep up its big gains, Oklahoma's new decanting statute and protecting yourself from cybercriminals.
Whittney Stauffer Joins Friends of Finance

July 2021 Investment Perspectives

Our experts discuss whether inflation is here to stay and provide details on how Biden's tax plan could affect you and your assets.
Whittney Stauffer Joins Friends of Finance

April 2021 Investment Perspectives

Our experts explain how Bitcoin works, what you can do to capitalize on the real estate market, and how Spousal Lifetime Access Trusts can help remove assets from your taxable estate.

Spousal Lifetime Access Trusts

The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.
Whittney Stauffer Joins Friends of Finance

January 2021 Investment Perspectives

Our experts reflect on the economic trends likely to impact investors in 2021, preventive financial care and estate planning lessons from Walden.
Walden Pond

Walden, Donuts and Estate Planning

Lessons on estate planning from Thoreau's masterpiece.

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.
Whittney Stauffer Joins Friends of Finance

October 2020 Investment Perspectives

A comprehensive overview of the stock market, the recipe for successful estate planning, saying farewell to Tom Wilkins, welcoming new professionals and more.
Whittney Stauffer Joins Friends of Finance

Whittney Stauffer Joins Friends of Finance Board of Directors

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Stauffer will serve the organization during the 2020-2021 school year.
Granny Cam

Protecting Your Loved Ones

A 2021 Oklahoma State bill authorizes the electronic monitoring of assisted living residents' common areas.

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.

A Beneficial New Year’s Resolution

Some resolutions are hard to accomplish. This one is easy - but very important, especially with the passage of the SECURE Act.
thanksgiving dinner

Graduating From the Kids’ Table

While dividing attendees into two tables works well for a packed house during the holidays, don’t apply this philosophy to estate planning.
stocked refrigerator

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

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.
Abraham Lincoln

Where There’s a Will…

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

Upside Down

Making Sense of the Recent Yield Curve
TCO Fiduciary Rule

The Fiduciary Rule: What It Means For You

We have served our clients with a fiduciary duty since our founding in 1981.
financial abuse in elders

Alzheimer’s And Dementia Patients Are Easy Prey For Scammers

Avoid being a victim of financial exploitation.
will and trust

Honey, We Forgot The Car!

How to handle cars in estate planning

Ron Burke, CFP®, CTFA Joins Trust Company of Oklahoma

The oldest and largest independent trust company in the state is pleased to announce that Ron Burke joined the firm as a senior vice president in the Oklahoma City region.
father and son enjoying retirement

Is Estate Planning Now Dead?

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Federal estate taxes may no longer be an issue. However, many states still have estate and inheritance tax. Visit with our estate planning experts to develop financial strategies beyond the consequences of the 2017 Tax Cuts.
bull and bear stand off

Planning For What Matters Most!

Will the Bull Stumble in 2014?
bull and bear stand off

Making the Right Choice for What You Can’t Take With You

Will the Bull Stumble in 2014?
financial abuse in elders

Preventing Exploitation of Elders

Jennifer May discusses a topic we all hope to never experience but need to be made aware of. Elder exploitation is no joke. Learn how to arm yourself and your loved ones.
financial planning services

Yes, We Can!

David Stanley clears up a common misconception some individuals have when they hear the name “Trust Company of Oklahoma.”

Tread Carefully in Naming a Trust as an IRA Beneficiary

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