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 very important for both the seller and the buyer in the process of estate planning. Due diligence is the detailed examination of the property, business or assets. It is important to know and solve the main problems concerning due diligence in order to have a clear and problem free transition of ownership…Read More
Over the past few years, inflation has been a topic of discussion for many people, as many of them have actually felt it in their day-to-day lives. As prices rise, it is important to realize that inflation can also affect your estate planning because inflation can counter your plans in a way that you may…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 RiseAs people are less likely to have children, pets are gradually…Read More
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
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
Owning a rental property can involve complex legal, financial and strategic decisions. Of those crucial choices is selecting the appropriate business entity. If you are one of many homeowners investing in a rental property, choosing the right business entity can provide significant advantages in terms of liability protection and tax benefits. Read our quick guide…Read More
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
