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Tag Archives: Estate Planning
4 Big Reasons to Plan During “National Estate Planning Awareness Week”
The United States House of Representatives has designated the Third Week of October as “National Estate Planning Awareness Week.” You can read the whole text of the resolution here, which contains some good information and thoughts. There are lots of … more
Posted in Estate Planning, Uncategorized
Tagged Estate Planning, estate planning guymon, estate planning guymon oklahoma, estate planning oklahoma, national estate planning awareness week, trusts guymon, trusts guymon oklahoma, Trusts Oklahoma, wills guymon, wills guymon oklahoma, wills oklahoma
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If You Have a Giant Trust You Do Not Understand or Like – Come Talk to Me About It
You have a giant trust. Likely in a giant folder. But you do not know what it says. Or you may not like what it says. It may have come with a giant cost. Or maybe you put it together … more
Plan for Your Spouse’s Sake
If you do not make an estate plan, you may leave your spouse in a hard spot. I have seen a couple of these specific issues come up recently and wanted to make a short, concentrated post to hit on … more
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
