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Category: Trust Administration

Wills and Trusts for Families and Couples

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

Pet Trusts: Caring for your Pets After You Pass

Pet trusts have become increasingly important as more and more people consider pets as part of their family. Read on to learn about the growing popularity of pet trusts and how to include your furry friends in your estate plans. Pet Trusts on the RiseAs people are less likely to have children, pets are gradually…Read More

Healthy Aging Month

This is the time to focus on health – both physical and mental – and to consider how you can improve your life and your quality of life in September, which is Healthy Aging Month. There are four major areas that people should pay attention to: Diets, exercises, and mental health. However, it is especially…Read More

Preparing Your Young Adult Children

Think back to when you were young and excited to become an adult. Perhaps you were looking forward to going to college, traveling without your parents, or simply experience new things on your own. Just as you felt excited to live and experience through many milestones, your children may be itching to do the same….Read More

Protect Your Digital Assets: A Vital Aspect of Estate Planning

In today’s digital age, estate planning isn’t just about physical assets and investments—it also encompasses your digital footprint. Whether it’s financial accounts, social media profiles, or sentimental digital content, these assets need careful consideration to ensure they are properly managed and protected after you’re gone. What Are Digital Assets and How to Define Them? Digital…Read More

LGBTQ+ Life & Estate Planning

Estate planning is critical and essential for all couples including LGBTQ+ couples. While there isn’t a vast difference in the process of drafting estate planning documents between heterosexual couples and LGBTQ+ couples, same-sex couples face unique challenges when dealing with estate plans and end-of-life care and may need to review their current documents. Here are…Read More

Ancillary Probate in Oklahoma

In the context of estates, when a person dies, a probate or estate proceeding is often commenced in the county in the state where the decedent resided at the time of his or her death.  This proceeding is often referred to as the “domiciliary probate.” However, when a non-resident decendent dies leaving real property or…Read More

Special Needs Trust: What to know

Just as our parents have cared for us while we grow older, we care for them as they grow older. For adults under the age of 65 with a physical or mental disability, or with a chronic or acquired illness, a Special Needs Trust may be an effective estate planning tool. Read on to learn…Read More

Are trusts valid from state to state?

Revocable living trusts help shelter estate assets from probate. They help to shield private finances from public scrutiny and provide additional control over the disposition of assets after their owner’s death. Trusts can also save money and minimize the time it takes to settle an estate.  If you have a revocable trust as a part of your estate plan…Read More

Who can Benefit from a Special Needs Trust

Special needs trusts (also known as supplemental needs trusts) are an important part of the financial planning process for a special needs child. These trusts are designed to provide benefits to those with physical, psychiatric, or intellectual disabilities, and still allow them to receive government benefits including Social Security (SSI) and Medicaid. There are two types…Read More