18th Mar 2019

The last blog post looked at the three basic parties to a trust: the Settlor, the Trustee, and the Beneficiary. When Does a Trust Begin? This blog post looks at the issue of when does a trust begin. Or said … more

2nd Mar 2019

Context This Estate Planning 101 blog series began with this foundation: there are three essential topics for a basic estate planning discussion in Oklahoma. The first of those topics was: 3 basic documents. Discussions of the Last Will and Testament, … more

9th Jan 2019

This blog has been in a series on Estate Planning 101 for some time. One of the reasons for that focus is that Estate Planning is such an important topic.  Another reason is that so many clients and others I meet … more

26th Dec 2018

In this blog, we have been on an Estate Planning 101 series for some time. The recent focus of that broad series shifted into another sub-series in recent weeks: using the timely and newsworthy example of Aretha Franklin to discuss … more

21st Nov 2018

If you die without a will (or a trust or other estate planning) like Aretha Franklin, you may lose the opportunity to nominate a guardian for your minor children. Guardianship Overview A minor is someone under the age of majority … more

26th Oct 2018

If you die without a will (or a trust or other estate planning) like Aretha Franklin, you may lose opportunities to save on taxes. Estate Taxes The estate tax is basically a tax on gifts a person makes in life … more

24th Aug 2018

The Queen of Soul had a voice that was super human.  And that is probably understating it. But she may have shared a very common human trait with most of us: a tendency to put off planning for the future – including getting a … more

11th Jul 2018

The last post discussed the basics of an Advance Directive for Health Care (ADHC) in Oklahoma, which can help in making end of life decisions.  The ADHC is one of at least three basic estate planning documents every person should consider. … more

29th Jun 2018

Under Oklahoma law, every adult should consider planning for end of life decisions and scenarios with an Advance Directive for Health Care. It is not the only item to consider, of course, but it is the second of the three basic documents … more

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