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Like other important life tasks, your estate plan deserves your continued time and attention. We recommend that you work with us to review it every three to five years (or more frequently, depending on your circumstances). Think of it as your estate plan’s preventive check-up, and remember: prevention is the best cure. A routine preventive check-up is not necessarily the only time we see a doctor. Similarly, a preventive planning meeting is not the only time to consider your

If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether or not your parents have an existing estate plan. While the final decisions within their estate plan rest with them, creating a comprehensive estate plan is an absolute necessity, regardless of when it is done. The thought of speaking with your parents about important and often sensitive topics like their finances and estate planning p

Introduction In our prior Beyond The Grave installments, we discussed the law behind bodily remains disposition and the different disposition methods permitted in Oklahoma. Now it is time to take these legal insights and apply them to your own preplanning. From writing your final wishes down on paper to knowing what questions to ask at funeral homes, this installment should better prepare you for navigating one of life’s most challenging times.   What is Preplanning? Preplann

When most people hear the phrase “estate plan,” they assume it’s only for the wealthy or elderly. But the truth is, an estate plan is for everyone - regardless of age, income, or family size. An estate plan is a collection of legal documents that lay out your wishes in the event of your death or incapacity. It gives you a voice when you’re no longer able to speak for yourself and protects the people you care about most. Whether you’re heading off to college, just starting you