Hazards of Other People’s Money
Six tips to avoid mistakes and litigation when serving as individual trustee.
Lesa Creveling articles
Posts
What Will Your “New Normal” Look Like?
How will the COVID-19 social distancing affect your life going forward? Read.
Don’t Let Fear Paralyze You
In times of uncertainty with stock market and health concerns, it is easy to let fear paralyze us. Read Lesa Creveling’s article.
Row, Row, Row Your Boat
Are you, your family members and professional advisors rowing in the same direction when it comes to your estate plan?
It’s Not Too Late To Build A Fence When The Cows Are Out
Estate planning and asset protection are really nothing more than building and maintaining fences. A successful plan keeps the cows (assets) in and the wolves (creditors) out.
Managing Your Finances While Grieving The Death of a Spouse
Mourning is painful and stressful.
Let’s Get Personal
Ensuring future generations respect your values, intentions and hard-earned savings.
5 Questions: Lesa Creveling, Trust Company of Oklahoma
Featured in the Tulsa World on December 27th, 2013, is 5 Questions: Lesa Creveling, Trust Company of Oklahoma.
Family Wealth Preservation Trust
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.
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