Using Qualified Charitable Distributions to Support Charities
Exploring the Power of a Deferred Sales Trust for Financial Flexibility
Exploring the Power of a Deferred Sales Trust for Financial Flexibility
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.
Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.
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.
Lessons on estate planning from Thoreau’s masterpiece.
The essential estate planning documents to ensure your new adult is legally and financially prepared for adulthood.
Have you received a stimulus payment made to your deceased spouse? Here is how to return it.
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.
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.
Let’s raise a glass to the new year! We have two new officers and several professionals have been promoted.
Now that the holidays are officially behind us, many of you are revisiting that final vestige of the season: the resolution list.
Understanding your will and how your assets will be divided
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.