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The Importance of Digital Assets

Access to your digital assets and accounts in the event of your disability or death is an important part of any estate plan.  Every year your digital presence grows. Some of your digital accounts may be tied to your bank accounts and some may not. Either way, you should have an ongoing list of all…Read More

Why You Need To Keep Wills and Trusts Current

Wills and trusts are important elements in any comprehensive estate plan.  These legal documents are called “living documents”. Most people realize it is important to have a will and/or trust, but many forget to update them as changes in their situation occur. Those who create a will or trust using an estate planning website usually…Read More

Estate Planning Strategies In A COVID-19 World

T   The year 2021 has arrived, and along with it the COVID vaccine. As people get vaccinated across Oklahoma City, and the spread of the COVID virus is starting to lessen, we are still not out of the woods yet.  The rapid increase in the number of people getting their wills, advance directives, and…Read More

Contemplating A Second Walk Down the Aisle: Better Update Your Estate Plan!

If you are in a second marriage or planning another trip down the aisle, then estate planning can get complicated very fast. You probably want to provide for your current spouse but not inadvertently benefit your former spouse.  If you have children from either marriage, then juggling their interests can be a challenge. Take Inventory…Read More

Thinking About a Joint Bank Account with Mom? Think Again.

Taking care of an aging parent can bring a unique set of challenges for both you and your parent. First of all, talk with your parents about estate planning. Do they have a will? Do they have a medical directive readily accessible? When the time comes, have they thought about who they would designate as…Read More

The 6 Biggest Estate Planning Blunders

Most people have the best of intentions when it comes to planning their estate.   However, in the absence of proper planning, the best of intentions may not be enough.  Here are six of the most common estate planning blunders people make: Failing to plan.  The biggest mistake is not planning in the first place. A…Read More

Essential Estate Planning During This Pandemic

In recent days, many people who have never done their estate planning are now realizing that it should be a top priority. We are in the midst of a worldwide pandemic.  In the unfortunate instance that you or your loved ones become ill with Covid-19, you should have a Medical Power of Attorney on hand….Read More

What are the duties of a legal guardian for aging parents?

What are the duties of a legal guardian or conservator?  A legal guardian or conservator is appointed by the court when an individual has been determined to be mentally or physically incapacitated. This can also be a minor who is in need of an adult to manage their assets.  Guardians A guardian has a fiduciary…Read More

Special Needs Trusts: Planning Ahead for Your Disabled Child

Families who have a loved one with special needs have a unique set of challenges. Parents of a special needs child or adult usually have services in place to create a structured and safe environment for them to live a productive life. A trust is also the best way to be sure that your special needs…Read More

The Estate Planning Questions That We Get Asked The Most

The term “estate planning” includes a set of documents that will help you and your family manage your estate and your healthcare when you cannot. A will, a trust, a power of attorney, beneficiary designations, and an advance medical directive are all a part of an estate plan. It is important to give your family…Read More