OUR LATEST – FOUNDATIONS & ENDOWMENTS

It Takes a Team

It Takes a Team – The Recipe for Successful Estate Planning

Couples get better investment results when both spouses discuss their views with their financial professionals.
Whittney Stauffer Joins Friends of Finance

Trust Company of Oklahoma Promotes Jim Arens to Chief Executive Officer, Michael Hopper to Chief Operating Officer

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Trust Company of Oklahoma Promotes Jim Arens to CEO, Michael Hopper to COO.
Whittney Stauffer Joins Friends of Finance

Tulsa World: TCO Promotes Mock, Gallus, and Ghosn. Hires Priebe, Jimenez.

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TCO welcomes Priebe and Jimenez, promotes Mock, Gallus, Ghosn.

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.
tax folders

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.
Granny Cams

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.
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.
empty picture frame

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.
financial abuse in elders

Alzheimer’s And Dementia Patients Are Easy Prey For Scammers

Avoid being a victim of financial exploitation.
silo

Don’t Be A Silo

Individual trustees do not need to face all the challenges alone.
yellow brick road

Staying on The Yellow Brick Road

Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.

DPOA: A Document With Super Powers

A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.
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