Living together doesn’t always mean being protected by the law. If you and your partner own property jointly but aren’t legally married, your assets could be at risk if one of you passes away or the relationship ends. Unlike married couples, unmarried partners don’t automatically have inheritance rights or legal protections under Oklahoma law. Whether…Read More
For many Oklahomans, a vacation home or out-of-state property is more than just real estate—it’s a legacy. Whether it’s a lake cabin in Texas, a condo in Colorado, or a retirement property in Florida, these assets deserve thoughtful planning to ensure they pass smoothly to your loved ones. Unfortunately, when property is held in more…Read More
Life changes—like getting married, going through a divorce, or remarrying—can significantly impact your estate plan. If you are entering a new phase in your personal life, it’s essential to revisit your estate documents to ensure they still reflect your wishes and protect your loved ones. At Kevin L. Miller, PC, we help individuals and families…Read More
Estate planning is not only about what happens after you’re gone — it’s about making the transition as smooth as possible for your loved ones. One of the best ways to protect your family from unnecessary delays, legal fees, and stress is by avoiding probate. Probate is the legal process of validating a will, distributing…Read More
Estate planning stands as a fundamental step for people who want to protect their future alongside that of their family members. Your estate planning foundation consists of essential documents such as wills and trusts and power of attorney but understanding taxes remains equally critical for your estate. Estate planning tax implications demand your understanding because…Read More
Estate planning is one of those things that many people know they should do—but often delay until it’s too late. No matter whether you’re making your first will or adjusting it to changes in your life, it is always advisable to avoid the following mistakes to safeguard your property and your family. Here are 10…Read More
Couples and families do not usually go to a lawyer to have a will or trust done since it is complicated or they believe that they do not need it. However, if you have an estate plan in place, you will have peace of mind knowing that your loved ones will not be burdened by…Read More
As 2024 ends, it’s a perfect time to review your estate plan to ensure that it aligns with your current circumstances and goals. Reviewing your estate plan can also help you make appropriate changes that will maximize the effectiveness of the estate plan while making sure your loved ones are protected. Reviewing Your Beneficiaries A…Read More
With the holidays right around the corner, many of us are thinking of giving back. But have you ever considered making charitable giving as part of your estate plan? If you’re passionate about making a difference after you pass away, here are 3 ways you can include charitable giving into your estate plan. 1. A…Read More
The SECURE Act, passed in 2019, represents a significant shift in the landscape of retirement planning and estate management. Updated in 2022, with the passage of SECURE Act 2.0, this legislation aims to improve access to retirement savings and other key provisions. With changes such as raising the age required minimum distributions and altering the…Read More
