Tag Archives: Estate Planning

Do Not Wait on These Things to Do Estate Planning

Do Not Wait on a Perfect Plan Many people feel like they need to have every detail figured out and every possibility accounted for. If you wait on that you, you will likely never get estate planning done. A better … more

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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

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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

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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

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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

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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

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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

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