As estate planning lawyers serving Tulsa County, we often find that clients associate powers of attorney primarily with incapacity or end-of-life planning. However, limited powers of attorney serve as valuable tools for managing specific tasks throughout various life stages. Understanding…
Estate planning traditionally focuses on efficiently transferring assets at death while minimizing the tax burden to your beneficiaries. However, a truly comprehensive estate plan encompasses something deeper: the transmission of your values, wisdom, and family legacy to future generations. At…
If you’re researching estate planning options, you may encounter various approaches to creating wills, trusts, powers of attorney, and health care directives. There’s an increasing number of non-attorneys offering estate planning document preparation services without legal advice, and there are…
As a Tulsa County Will and Trust Lawyer, I've seen firsthand the consequences of inadequate estate planning. Many parents, regardless of age, overlook crucial aspects of securing their family's future. Whether you're a new parent, think you're too young for…
You've spent a lifetime building your legacy but now you're tossing and turning at night, worried about how your heirs might manage it. As a Broken Arrow elder law and estate planning lawyer, we've been across the table from countless…
As we round out another election season, it's natural to focus on how government policies might affect our families and finances. However, as any experienced Tulsa County estate planning lawyer will tell you, there's a crucial aspect of your family's…
When a loved one passes away, settling their estate can be a complex process, especially if you're not familiar with their financial affairs. Our Tulsa County probate lawyers often hear concerns from family members worried about missing assets or incomplete…
As a Broken Arrow inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family's wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable to creditors…
Even iconic artists like Prince can encounter estate planning challenges. As a Tulsa County estate planning attorney and long-time fan of Prince’s music, I was surprised as to learn that Prince passed away without a trust or will. Sadly, the…
Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you're in Broken Arrow or elsewhere, these new regulations could significantly impact your inheritance.…