• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Parman & Easterday

Oklahoma Estate Planning Attorneys

Call Now: (405) 843-6100

Attend an Education Program-OK
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • What Our Clients Say
  • Estate Planning
    • Asset Protection
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Financial Planning Assistance
    • IRA and Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Powers of Attorney
    • Probate
    • SECURE Act
    • Special Needs Planning
    • Trust Administration and Probate
    • Young Families
  • Elder Law
    • Coping With Alzheimer’s
    • Elder Law
    • Emergency Medicaid
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Veteran’s Benefits
  • Resources
    • Asset Protection Worksheet
    • DocuBank
    • Elder Law
      • Elder Law & Medicaid Definitions
      • Elder Law Reports
      • Elder Law Resources
        • Edmond Elder Law
        • Oklahoma City Elder Law
        • Overland Park Elder Law
        • Yukon Elder Law
      • Medicaid
      • Nursing Home Resources
    • Estate Planning
      • An Overview of Estate and Gift Taxes
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
        • Advanced Estate Planning
        • Basic Estate Planning
        • Estate Planning for Niches
        • Trust Administration
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
    • Free Estate Planning Worksheet
    • Frequently Asked Questions
      • Alzheimer’s FAQs
      • Asset Protection Planning
      • Estate Planning
      • Elder Law
      • Frequently Asked Questions for Families Without an Estate Plan
      • Inheritance Planning for Minors
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Medicaid Planning
      • Nursing Home Asset Protection
      • Probate
      • Trust Administration
      • Trust Administration & Probate
      • Wills and Trusts
    • Newsletters
    • Probate and Trust Administration
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • Probate Checklist
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
    • Probate Resources
      • Midwest City Probate
      • Moore Probate
      • Oklahoma City Probate
      • Overland Park Probate
    • Published Books
    • Pre Consultation Form
  • Communities We Serve
    • Edmond
    • Midwest City
    • Moore
    • Norman
    • Oklahoma City
    • Yukon
  • Reviews
    • Our Reviews
    • Review Us
  • BLOG
  • Contact Us
Home » Inheritance Planning

Inheritance Planning

Address These Questions to Create an Estate Plan Outline (Part 1)

February 1, 2022 by Larry Parman, Attorney at Law

estate plan outline

Caring.com conducts surveys on an annual basis to gauge the estate planning preparedness of people in America.  The results of the survey are broken down by age group. The survey suggest that only 44 percent of people that are 55 years of age and older had an estate plan in place in 2021.  This is a reduction from the 60% seen in 2019 for individuals in the same age group. When this survey was conducted at the beginning of 2021, only 32.9 percent of all adults in the United States had estate … [Read more...] about Address These Questions to Create an Estate Plan Outline (Part 1)

Filed Under: Estate Planning, Estate Planning, Inheritance Planning, Wills and Trusts Tagged With: Guardianship, living trust, testamentary trust

Inheritance Planning Basics

April 30, 2020 by Larry Parman, Attorney at Law

Oklahoma City inheritance planning attorney

Although most Americans admit to knowing the importance of inheritance planning, over half do not have a plan in place. If you are among those who have yet to get started on a plan, it may help motivate you to learn more about inheritance planning. Toward that end, an Oklahoma City inheritance planning attorney at Parman & Easterday explains some inheritance planning basics. DIY planning does more harm than good. In the 21st century, it is tempting to try to save time and money by … [Read more...] about Inheritance Planning Basics

Filed Under: Inheritance Planning

Understanding Estate Planning – Developing a Fair Inheritance Plan

March 26, 2020 by Larry Parman, Attorney at Law

Creating a fair inheritance plan is one of the primary goals of many people who come to us for estate planning assistance in the Oklahoma City area. Whether you have siblings, children, friends, or others to whom you wish to leave an inheritance, developing a plan that matches your goals is important. This can take some time to do properly. Today, as a part of our series on understanding estate planning, we will look at what it takes to develop a fair inheritance plan. Fair Inheritance Plan - … [Read more...] about Understanding Estate Planning – Developing a Fair Inheritance Plan

Filed Under: Inheritance Planning

Who Should Guard My Child’s Inheritance?

December 10, 2019 by Larry Parman, Attorney at Law

Oklahoma City estate planning lawyer

From the moment you first learned you were going to be a parent you probably started worrying about protecting and providing for your child. That need to protect and provide is likely evident in your estate plan because you want to be sure your child is financially secure if something happens to you. But simply leaving an inheritance behind for your child isn’t enough. As an Overland Park estate planning lawyer at Parman & Easterday explains, you need to decide who you want to manage and … [Read more...] about Who Should Guard My Child’s Inheritance?

Filed Under: Inheritance Planning

What Is the Uniform Transfer to Minors Act?

October 15, 2019 by Courtesy of Parman and Easterday

Oklahoma City trust attorneys

If you plan to gift assets to a minor, either while you are alive or after you are gone, care must be taken to ensure that those assets are protected and properly managed while the beneficiary is a minor. There is more than one way to do that. The Uniform Transfer to Minors Act (UTMA) was created specifically to provide one option while creating a trust is another possibility. To help you better understand your options, the Oklahoma City trust attorneys at Parman & Easterday explain the … [Read more...] about What Is the Uniform Transfer to Minors Act?

Filed Under: Estate and Inheritance, Inheritance Planning, Wills and Trusts

Disinheritances and Estate Planning

October 1, 2019 by Larry Parman, Attorney at Law

A common question asked of estate planning attorneys concerns the issue of disinheritance. Many people want to know if it's legal to disinherit a child, grandchild, sibling, or even a spouse. If it is, how do you do it? While no two situations are identical and you need to speak to an attorney if you need legal advice, there are some general principles surrounding disinheritances with which you should be familiar. Inheritance Rights When it comes to inheritances, there is a basic legal … [Read more...] about Disinheritances and Estate Planning

Filed Under: Inheritance Planning

Can I Reject an Inheritance Someone Left Me?

September 17, 2019 by Courtesy of Parman and Easterday

Overland Park estate planning attorneys

When a loved one passes away, the survivors typically say very little out loud about how the decedent’s estate assets are to be distributed. The reality, however, is that the assets of a decedent must be passed down to the beneficiaries and/or heirs of the estate pursuant to the decedent’s Will or trust or using the state’s intestate succession laws. If you recently lost someone close to you, there is a good chance that the decedent left you an inheritance. What do you do if you don’t want that … [Read more...] about Can I Reject an Inheritance Someone Left Me?

Filed Under: Estate Planning, Inheritance Planning

Understanding Estate Planning – What Can You Do To Keep Wealth in the Family?

May 12, 2016 by Larry Parman, Attorney at Law

It is not uncommon for people to talk to an estate planning attorney because they want to do everything possible to keep wealth in the family. Even people who do not consider themselves wealthy often ask about how to keep as much of their property in the family as possible, instead of losing it to taxes or squandering it in other ways. While this is an important question, it's also an incredibly complicated one. When people want to keep wealth in the family, there are a number of … [Read more...] about Understanding Estate Planning – What Can You Do To Keep Wealth in the Family?

Filed Under: Estate Planning, Inheritance Planning, Uncategorized

Free Report: Oklahoma Inheritance Planning When You Have a Family

February 3, 2016 by Larry Parman, Attorney at Law

Oklahoma Inheritance Planning When You Have a Family

One of the most important inheritance planning tools people can create is the revocable living trust. Through this type of trust, you can take what would normally be probate assets and turn them into non-probate assets. In other words, with a revocable living trust you can make most, and potentially all, of your inheritance choices outside of the probate process. It's only those assets that do not otherwise transfer outside of probate, or those you forget to transfer into the trust's name, that … [Read more...] about Free Report: Oklahoma Inheritance Planning When You Have a Family

Filed Under: Inheritance Planning

Inheritance Planning When You Have a Family In Oklahoma – Specific Tools For Managing Options

January 27, 2016 by Larry Parman, Attorney at Law

Inheritance Planning When You Have a Family In Oklahoma - Specific Tools For Managing Options from Larry Parman As your life, family, and financial circumstances change, so too might your inheritance choices or needs.A good inheritance plan is flexible enough to grow with you over time, and one that you can modify without too much difficulty. Learn more about inheritance planning when you have a family in Oklahoma in this presentation. … [Read more...] about Inheritance Planning When You Have a Family In Oklahoma – Specific Tools For Managing Options

Filed Under: Inheritance Planning

  • Go to page 1
  • Go to page 2
  • Go to Next Page »

Primary Sidebar

Parman & Easterday, LLP

DOWNLOAD OUR FREE ESTATE PLANNING CHECKLIST

Follow Us

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Where We Are

OKLAHOMA CITY, OK
13913 Quail Pointe Drive, Suite B
Oklahoma City, OK 73134
Phone: (405) 843-6100
Fax: (405) 917-7018

MAP

parman_sidbr_map

Office Hours

Monday9:00 AM - 5:30 PM
Tuesday9:00 AM - 5:30 PM
Wednesday9:00 AM - 5:30 PM
Thursday9:00 AM - 5:30 PM
Friday9:00 AM - 12:00 PM

Footer

footer-logo

The information on this Oklahoma Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Privacy Policy | Contact Us | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys


© 2022 American Academy of Estate Planning Attorneys, Inc.
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube