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11.13.17
Effective November 1, 2017, a guardian will have expanded options available to invest money on behalf of the person under guardianship.
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07.17.15
On Thursday, October 1, 2015, at 1:00 pm, I will be speaking at a seminar in Tulsa sponsored by the Oklahoma Bar Association and the Estate Planning...
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03.25.15
If you are in a second marriage or planning another trip down the aisle, then estate planning can get complicated very fast. You probably want to provide for your current spouse...
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12.23.14
While most estate planning tends to focus on a person’s property, a comprehensive plan will include planning if you become disabled or incapacitated as a result of an accident, injury, disease or illness. Good incapacity planning will include the following “tools”: Revocable Living Trust. While this type of trust will hold your assets, a properly...
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11.02.14
If something happens to you, what will happen to your child? While this is painful to think about, every parent needs to consider this and to have a guardian appointed in advance in the event of a parent’s death or disability. This type of planning is an act of love, a sign of responsibility and...
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