Emily Crain articles

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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.

ViewPoint – A Letter From the Desk of Jim Arens – April 2022

Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

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.

2021 OCTOBER NEWSLETTER

Walden, Donuts and Estate Planning

Lessons on estate planning from Thoreau’s masterpiece.

Estate Planning for Children Moving Out

The essential estate planning documents to ensure your new adult is legally and financially prepared for adulthood.

Returning Stimulus Payments Made to Deceased Individuals

Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

Adoption and Estate Planning

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.

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.

ViewPoint – Congratulate Our Professional Team

Let’s raise a glass to the new year! We have two new officers and several professionals have been promoted.

New Year’s Resolution: Revisit Your Estate Plan

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

Journal Record: Jessica Hendrix, Ben Reynolds and Emily Crain

Asset Distribution Per Stirpes

Understanding your will and how your assets will be divided

Tax Reform: How It Affects You

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.