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Category: Will

End of Year Review of Your Estate Plan

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

Addressing Due Diligence Concerns: Common Issues Sellers Face

Due diligence is crucial for both sellers and buyers, especially when it comes to estate planning. Due diligence refers to the comprehensive appraisal of property, business or assets. Understanding and addressing the common concerns around due diligence is essential for a smooth transfer of ownership and helps minimize potential legal complications down the line. Read…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 Rise With fewer people choosing to have children, the role of…Read More

Healthy Aging Month

September is Healthy Aging Month. This is a great time to focus on maintaining physical and mental health, and assess the ways in which you can improve your life and overall well-being. While it is important to prioritize diet, exercise, and mental health, it’s also crucial to prioritize your future, particularly your estate plan. Read…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. Understanding Digital Assets Digital assets encompass a wide range of…Read More

Estate Planning for Divorced Families

Divorce is not easy. Among the vast amount of change you go through, managing your estate plan is a fairly big one. 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…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

Advance Directive for Health Care: What you need to know

An ADHC is a specific type of document that allows you to tell your health care providers, in advance, how you want to be treated in the event you are determined by a physician to have a “terminal condition,” are “persistently unconscious” or have an “end-stage condition.” These terms have a particular definition under Oklahoma…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