19th Apr 2018

Before we leave the Durable Power of Attorney and look at another of the three basic documents every estate plan should consider, it is important to emphasize one final, key issue.  That is: having a good Durable Power of Attorney … more

16th Apr 2018

The 2018 Leadership Oklahoma class was in Guymon and various locations in the Oklahoma Panhandle this past week.  Several organizations hosted tours and other events to give Leadership Oklahoma participants a better understanding of this part of the state. The … more

21st Mar 2018

This post continues a closer look at the Durable Power of Attorney (DPOA). The DPOA is one of three documents this Estate Planning 101 series is focusing in on.  These three documents, plus a couple of other important topics, should … more

14th Mar 2018

Recent headlines announced the Attorney General of Washington state bringing a consumer protection lawsuit against a “trust mill” – basically a set of business entities engaged in aggressive, non-customized, and unscrupulous estate planning practices.  Part of the allegations are that someone with the organization would … more

28th Feb 2018

Before we continue looking at the main issues in a Durable Power of Attorney, this blog post stops and focuses on perhaps the key issue in that document and all estate planning documents: who is in charge. Sometimes in estate … more

1st Feb 2018

As promised in the last post, this blog post begins a closer look at 1 of the 3 documents that should be part of any basic estate planning discussion: a Durable Power of Attorney. Let’s start with breaking down the unusual … more

19th Jan 2018

We are in the middle of a blog series on Estate Planning 101. I have posted several other entries since the last blog in this series.   One of those was not technically labeled and numbered in the series, but it … more

17th Jan 2018

One week from today, on Wednesday, January 24, 2018 at 5:00 p.m., candidates for Oklahoma Senate District 27 will debate in Guymon, Oklahoma at the Guymon Public Library and Arts Center.  You can see more details about the debate by … more

9th Jan 2018

The Daily Oklahoman is reporting that Clean Line Energy Partners’ plan to build a transmission line and related equipment that would take wind energy from the Oklahoma Panhandle to the Eastern and Southeastern parts of the US is “sidetracked, for now.”  The company … more

19th Dec 2017

I enjoyed leading a couple of sessions yesterday at Day 1 of NBI’s “Estate Planning from A to Z” course in Oklahoma City.  Those session topics included estate planning for single persons and blended families. As always, one of the best parts was getting … more