OUR LATEST – FOUNDATIONS & ENDOWMENTS

Fall 2025 Investment Perspectives
We discuss maximizing 2025 charitable donation tax deductions, changes to Oklahoma's trust laws, and family charitable mission statements.

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.

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.

Alzheimer’s And Dementia Patients Are Easy Prey For Scammers
Avoid being a victim of financial exploitation.


