22nd May 2019

Did Aretha Franklin leave a handwritten will? Or several handwritten Wills? That is what the Detroit Free Press is reporting. Previously Thought No Will It was previously reported by the same source and others that Aretha Franklin died without a … more

13th May 2019

If you are a Trustee or Beneficiary of a Trust and you have major questions about how the Trust is supposed to work, Oklahoma law may have a helpful avenue for you.  (See this prior blog post for a breakdown … more

26th Apr 2019

When the Settlor (i.e. creator) of a Trust dies, it is usually an important event in the life of the Trust.  Legal and other work becomes necessary.  This is especially true if the Trust holds real estate.  (See my prior … more

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