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

16th Oct 2017

Estate planning can be a difficult topic to talk and think about.  Like everyone else, I would generally rather talk about college football or plan the next trip with my kids.  Death, disability, taxes, family issues, and the like are hard. It can be … more

19th Sep 2017

Before we start looking in more detail at estate planning, it might be helpful to make some general comments about meeting with an estate planning attorney and controlling your estate plan overall. Information It may be helpful to gather up … more

8th Sep 2017

This series will delve into documents and other estate planning details in time, but early on, let me make this practical plea: do not wait! If you wait until: – you have estate planning all figured out; – you know … more

31st Aug 2017

Everyone has an estate plan – whether they know it or not. And estate planning is as much about life as it is death. When someone: – temporarily or permanently loses their mental or physical ability to take care of … more

18th Mar 2016

Taking a quick break from the series on ancillary probate in Oklahoma, I wanted to pass on this very interesting article on inheriting digital assets and the first state (according to the article) to pass comprehensive legislation in this area, … more

10th Mar 2014

When doing estate planning or administering an estate, one area that deserves special attention is beneficiary designations.  Common examples of beneficiary designations are: a life insurance policy set up to pay out to a spouse at the death of the … more

24th Jul 2012

The third post in this series looked at the question: what if several persons have equal priority to be appointed Administrator under Okla. Stat. tit. 58 § 122 and are not disqualified under Okla. Stat.tit. 58 § 126.  The short … more