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.…
Imagine you're at a family reunion and your eccentric Uncle Kevin starts talking about how he's become a "Grantor." You roll your eyes, assuming it's just another one of Kevin's quirky hobbies. But little do you know, Uncle Kevin might…
As a grandparent, you've probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you're gone? As a Broken…
You've poured your heart and soul into your business. You may have big plans of selling your business to a key employee when you’re ready to retire or transitioning leadership seamlessly to one of your children over time. But have…
When you decide it's time to get serious about your future, you might be surprised to learn that you need not one, but two professionals in your corner: an estate planning lawyer and a financial advisor. Many people assume these…
Have you ever caught yourself thinking, "I love my children, but when it comes to my future care, they'll probably end up in a battle royale"? You're not alone. As a Tulsa County wills and trusts law firm, we've seen…