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Year-End Checklist for Your Estate Plan and Beneficiaries

As the year comes to a close, many Oklahomans take time to reflect on their financial and personal affairs. But one crucial task often overlooked is reviewing your estate plan and beneficiaries. Whether you’ve recently created an estate plan or it’s been years since you last updated it, the end of the year is the…Read More

Estate Planning for Aging Parents: Protecting Their Wishes

As our parents age, one of the most important and often overlooked conversations we can have with them is about estate planning. It’s not always easy, but ensuring their wishes are clearly documented and legally protected is an essential act of love and responsibility. Whether your parents have a will or are just starting to…Read More

When Grandparents Step In: Legal Tools for Caregivers

For many Oklahomans, stepping in to care for grandchildren isn’t just an act of love, it’s a life-changing responsibility. Whether due to a family crisis, substance use, incarceration, or illness, grandparents often become the primary caregivers for children when their parents are no longer able to provide stable care. But without proper legal authority, even…Read More

Contesting a Will: When, Why, and How

Losing a loved one is difficult enough—but what happens when questions arise about the validity of their will? Disputes over inheritance can quickly become emotionally and legally complex. Contesting a will is a serious legal process governed by probate law, and it’s not something to undertake lightly. Whether you’re concerned about a loved one’s true…Read More

The Role of an Executor: Duties and Legal Responsibilities

One of the most important decisions you’ll make during the estate planning process is choosing an executor, or more modernly known as a personal representative, for your estate. If you’ve been named an executor — or are planning your estate and considering who should take on this role — understanding the legal responsibilities and potential…Read More

What happens to a joint tenancy when one of the owners passes away?

In the state of Oklahoma, if you own land in joint tenancy, you don’t have to go to probate court. However, to record the transfer of ownership, there are some specific steps to be taken once the other owner passes away. If you own an account jointly with “right of survivorship” with your spouse, and…Read More

3 Things you Need to Know About Estate Planning After Divorce

Most recently divorced people think their ex-spouse is the last person they want to inherit their assets when they die. Additionally, they do not want that person to make life and death decisions for them. But that is exactly what can happen, and often does, when estate planning documents are not updated. Beneficiary Designations Assets…Read More