Families and couples often put off creating a will or trust because it feels overwhelming, or they believe them to be unnecessary. However, establishing an estate plan can provide peace of mind while protecting your loved ones from legal and financial stress. Whether you’re newly married, starting a family or looking to protect your assets,…Read More
With the ongoing changes in American healthcare, government, and more, Medicaid planning is essential now more than ever for individuals and families. With potential policy changes on the horizon, Medicaid recipients may see changes in eligibility. Read on to explore the expected updates for Medicaid eligibility in 2025 and how they may affect those planning…Read More
Elder law continues to adapt to address emerging challenges as well as provide protection for older adults. Some of the significant updates in elder law in 2025 are expanded protection against elder financial abuse, reforms on long-term care policies and advancements in healthcare decision-making. Read on to learn more. Expanded Protection Against Elder Financial Abuse…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
The probate process is generally complex and understanding what to expect in the coming years is crucial for effective estate planning. Here’s our overview of the current Oklahoma probate process. How is Probate Initiated? When an individual passes away, proceedings for probate begin with filing a petition in the district court in the county the…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
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
For the past few years, inflation has been abuzz, with many feeling its effects on their daily lives. As cost of goods and services rises, it is essential to consider how inflation can also impact your estate planning, as inflation can complicate your plans in ways you did not expect. Read on to explore the…Read More
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
