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Tag Archives: Estate Planning
Estate Planning 101 – Trusts – Beginnings
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
Posted in Estate Planning
Tagged Estate Planning, Living Trust, Testamentary Trust, Trusts
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4 Short, Plain-English Reasons You Should Make Estate Planning a Priority in the New Year
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
3 Essential Topics for a Basic Estate Planning Discussion in Oklahoma
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
