News

Effective November 1, 2017, a guardian will have expanded options available to invest money on behalf of the person under guardianship.

On Thursday, October 1, 2015, at 1:00 pm, I will be speaking at a seminar in Tulsa sponsored by the Oklahoma Bar Association and the Estate Planning...

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...

While most estate planning tends to focus on a person’s property, a comprehensive plan will include planning if you become disabled or incapacitated as a result of an accident, injury, disease or illness. Good incapacity planning will include the following “tools”: Revocable Living Trust. While this type of trust will hold your assets, a properly...

If something happens to you, what will happen to your child? While this is painful to think about, every parent needs to consider this and to have a guardian appointed in advance in the event of a parent’s death or disability. This type of planning is an act of love, a sign of responsibility and...