Estate Planning

Estate planning in Tulsa, Oklahoma, can be complicated. Part of this difficulty is learning the different elements of estate planning and how they differ from each other. While certain terms and concepts may seem similar, they can differ in practice….

The use of an intentionally defective grantor trust (IDGT) may be an efficient way to transfer wealth for Oklahoma residents. This is because assets held in the trust don’t count toward the final valuation of the grantor’s estate for tax…

A will allows you to ensure that a trustee distributes your assets according to your wishes. Advanced estate planning takes this foresightedness one step further. It’s a suitable strategy for anyone in Oklahoma who wants to protect their property, reduce…

If you don’t choose a guardian for your child, an Oklahoma judge may do so on your behalf in the event that one is needed. Although appointing a guardian is a relatively easy process, there are many details to consider…

If items remain in your estate after your pass away, they may be subject to Oklahoma probate laws. In the event that you have a will, the primary purpose of a probate proceeding is to ensure that the document is…

A common misconception is the notion that the disposition of assets upon the death of an Oklahoma resident is always governed by a will. The fact of the matter is that a number of assets instead are transferred by virtue…