When planning for the future, it is important to understand the difference between a will and a trust. Both documents play important roles in estate planning, but they serve different purposes and offer distinct benefits. What is a will? According to CNBC, 67% of...
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Estate Planning
All you need to know about an advance directive
The estate planning process is customizable so that each Oklahoma estate owner can execute a plan according to his or her specific needs and goals. For example, if you want to leave your house an inheritance but don’t want the government to tax your beneficiary on it,...
What mistakes could impact your estate planning efforts?
One of the main reasons to consider creating an overall strategy for your future legal and financial needs is for the purpose of having the final say over what happens to your property. While you cannot predict the future, you can have a measure of control over...
The building blocks of a basic estate plan
Each person is different, but every individual will benefit from having a legal and financial plan for the future. Most adults need a plan in place that allows them to have the final say over matters that include what happens to their personal property after death,...