When you are both the owner of a thriving company and the architect of your estate plan, one question rises to the top: How deeply must my trustee know my operations? The answer is nuanced, and overlooking it can spark…
When Oklahoma families call our office, they often say, “I know I need something, but I’m not sure what.” That uncertainty is normal. Estate planning and elder law share many of the same tools, yet they serve different seasons of…
When your family’s legacy includes an entrepreneurial spirit, your estate plan should do more than pass along dollars; it should pass along opportunity. A thoughtfully drafted family trust can set aside funds specifically for new ventures, ensuring the next generation…
Picture this: Alex and Maria own a Tulsa bungalow, two small businesses, and a growing investment account. They have worked hard, and they want their children to inherit smoothly if something happens, without months (or years) of court supervision. Their…
A comprehensive business plan serves as more than documentation; it functions as a strategic roadmap for your venture. Whether you're launching your first enterprise or expanding an existing business, a well-structured plan helps clarify your vision, secure funding, and navigate…
Even the most harmonious families can face unexpected tensions when it's time to manage a loved one’s trust. As experienced Broken Arrow trust attorneys, we often help families navigate not just the legal landscape of trust administration, but the emotional…
Many Oklahoma families find themselves asking, "what is probate?" when dealing with a loved one's estate. As experienced Tulsa probate attorneys, we regularly guide families through this often-misunderstood legal process that governs how assets are distributed after someone passes away.…
Guidance from a Tulsa and Broken Arrow Estate Planning Attorney When creating an estate plan, many families wonder whether it's wise to divide decision-making responsibilities between multiple people. For example, one adult child might serve as Durable Power of Attorney…
Oklahoma’s population is experiencing growth not seen in decades as people move here in pursuit of job opportunities, improvements in cost of living, and the warmth of our communities. If you’ve recently relocated from another state, you may assume your…
Imagine you’ve spent years building a recognizable brand, a distinctive logo, a catchy tagline, and unique products that set your company apart. Now picture what happens if your succession plan transfers ownership but overlooks the trademarks and copyrights that define…