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Category: Trust & Estate Planning

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. Understanding Digital Assets Digital assets encompass a wide range of…Read More

Preparing for the Challenges That Come with Aging

What is Sjögren’s? Sjögren’s is an autoimmune disease affecting the lives of up to 4 million Americans. This systemic disease affects the entire body with symptoms of extensive dryness in the eyes and mouth, and will result in fatal damages to the tissues, can cause neurological problems as well as lung disease and cancer. New…Read More

Estate Planning for Divorced Families

Divorce is not easy. Along with the vast amount of change you go through is managing your estate plan. Because your needs, wants, priorities and goals change during this time, it is essential to adjust your estate plan to reflect these changes. Read on to learn how to update your estate plan after divorce. How…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

5 Reasons You Should Have a Living Trust

Planning is essential in life and planning your estate now while you are able is necessary. Before you pass, you will want to ensure that your property is properly disposed of with some type of estate plan in place. Read on to learn more about the 5 reasons you should have a living trust. What…Read More

Protect Your Loved Ones with an Estate Plan

When the unexpected happens, the most important thing to do for our loved ones is to make sure they have all they need. While preparing for the unexpected is a task less desired by many, it is necessary. Read on to learn how planning your estate ensures that your loved ones are prepared if you…Read More

Estate Planning tips to keep your money in the family

Most people do not realize that you need an estate plan regardless of how much money you have in the bank. Estate plans and wills ensure that your assets will go to the intended heirs and not the government.  Any unclaimed estates become the property of the government after a specified amount of time. A…Read More

Dementia and its impact on financial health

Money troubles are typical among people who are beginning to experience cognitive declines. Studies show that many people start losing the ability to manage finances and make sound decisions as their memory, organizational skills and self-control falter long before they receive a dementia diagnosis.  Unfortunately, banks are slow to introduce guidelines that protect the older…Read More

Tips for an Effective Business Succession Plan

Business leaders create a business succession plan to pass leadership roles down to employees. These plans ensure that businesses continue to run smoothly and without interruption, after leaders retire, pass away, or leave for new opportunities. Succession planning for small businesses is as important for larger entities. Small business planning often means training the next generation…Read More