OUR LATEST – TRUSTS

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.

This year marks the Roth IRA's 25th anniversary. It's a popular tool for many retirement savers. Before you convert your accounts into a Roth IRA, make sure it's the right choice for you.

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

2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?

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.

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

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

Philip Mock reviews TV series about Michael Jordan.

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.

You can't control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.

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

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.

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

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

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.

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

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.

Avoid being a victim of financial exploitation.

Are you, your family members and professional advisors rowing in the same direction when it comes to your estate plan?

It is important to invest in international stocks. Here's why.

Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?

The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.

Congress recently passed the largest piece of tax reform legislation in more than three decades. The bill affects most taxpayers. One area is the ability to deduct charitable contributions. Vice President Emily Crain broke it down to what you need to know.

Family legacy properties are extremely emotional assets. The feelings triggered by the thought of parting with the family farm, lake cabin or beach house can become the cause of tension among family members.

Hope Springs Eternal

Tax season is unnerving enough without scammers preying on you. In this article, Bob shares the latest scam to be wary of.

David Stanley offers some helpful questions that we should be asking our financial advisors.

In this article, Zac Reynolds shares his insights on the market and the safety of Bonds.

In this article, Jean Kates shares her perspective, as a rancher's daughter, on why establishing a trust is so important.

Don’t miss Paul Giehm’s timely article on four important principles.

In the December 2012 issue of Tulsa People

With the presidential election only a month away, the “fiscal cliff” looming at the end of this year, and the potential for significant increases in taxes beginning next year, investors are focusing  on what might happen and what they should do about it.

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.

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.

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