• 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 |
(918) 615-2700

Attend an Education Program-Oklahoma City Area Attend An Education Program in the Tulsa Area
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • What Our Clients Say
  • Estate Planning
    • Asset Protection
    • Business Succession Planning
    • 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      • Is Your Estate Plan Outdated?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
    • Owasso
    • Yukon
  • Reviews
    • Our Reviews
    • Review Us
  • BLOG
  • Contact Us
Home » Legacy Planning

Legacy Planning

The Benefits of Legacy Planning

July 14, 2020 by Larry Parman, Attorney at Law

The Benefits of Legacy Planning

You likely know what estate planning is and why it is so important to have an estate plan in place. Do you, however, know what legacy planning is? The idea behind the concept of legacy planning is to take estate planning to the next level. Legacy planning allows you to incorporate your ideals, beliefs, values, and faith into your estate planning endeavors.  Instead of simply leaving behind assets, legacy planning lets you leave behind much more of who you are and what made you the person … [Read more...] about The Benefits of Legacy Planning

Filed Under: Legacy Planning

Your Planning Can Help Your Loved Ones

September 4, 2019 by Courtesy of Parman and Easterday

Each of us will die eventually. This article looks at how planning can make your passing easier for your loved ones. Specifically, this article will look at the importance of the manner in which assets are left for your loved ones. Your Planning Can Help Your Loved Ones … [Read more...] about Your Planning Can Help Your Loved Ones

Filed Under: Estate and Inheritance, Estate Planning, Legacy Planning Tagged With: Asset Protection, planning, Special Needs

Five Questions To Help You Determine If Your Assets Are At Risk

January 2, 2018 by Larry Parman, Attorney at Law

Oklahoma City Living Trust Attorneys

As Oklahoma City living trust attorneys, we offer assistance with the creation of trusts as part of a legacy plan or as part of an asset protection plan. You work hard to acquire money and property, and it is important that you get the right legal help to ensure that you mitigate the risks that could cause you to experience financial loss. Far too many people do not realize they need an asset protection plan and that not having such a plan in place could jeopardize your future and your ability … [Read more...] about Five Questions To Help You Determine If Your Assets Are At Risk

Filed Under: Financial Planning, Legacy Planning

Why The Most Important Things In Life Aren’t Things

March 16, 2017 by Larry Parman, Attorney at Law

Most people think about Estate Planning as a way to protect your money and stuff, passing it on to whom you want, when you want and how you want. Although traditional Estate Planning can certainly handle this, there are much more important things to think about than just financial assets. Passing on your Legacy is a revolutionary approach that plans for the monetary and emotional aspects of death. Listen in as Jerry Shiles, an Attorney with the Estate Planning and Elder Law Firm of Parman … [Read more...] about Why The Most Important Things In Life Aren’t Things

Filed Under: Estate and Inheritance, Estate Planning, Legacy Planning Tagged With: asset protection trust, estate planning for families, legacy wealth planning

What to do About Sentimental Property in Your Estate Plan

February 18, 2016 by Larry Parman, Attorney at Law

Sentimental property can be difficult to deal with when creating an estate plan. Many people find it much easier to distribute their highly valuable property than they do their items with sentimental value. How do you deal with such property when creating your inheritance or estate plan? Today we are going to take a look at several options you can consider that might help you determine how best to distribute sentimentally valuable property. Sentimental Property Lists It's typically best to … [Read more...] about What to do About Sentimental Property in Your Estate Plan

Filed Under: Estate Planning, Legacy Planning

How Can I Leave My Estate to My Spouse Tax Free?

December 23, 2013 by Larry Parman, Attorney at Law

In this post we will look at the tax implications that may come into play when you are planning your estate as a married person. … [Read more...] about How Can I Leave My Estate to My Spouse Tax Free?

Filed Under: Guardianship, Legacy Planning Tagged With: Charitable Remainder Unitrust, Limited Liability Companies, retirement

Assist Charities While Gaining Estate Tax Efficiency in Oklahoma

August 7, 2013 by Larry Parman, Attorney at Law

You can give to charities and gain estate tax benefits in the process. Let's look at the estate tax first of all so that you know how to determine whether or not you are actually going to be exposed to the tax. Most people are not going to have to pay the estate tax because today there is a relatively high exclusion. After the enactment of the American Taxpayer Relief Act of 2012, permanent estate tax parameters were put into place. … [Read more...] about Assist Charities While Gaining Estate Tax Efficiency in Oklahoma

Filed Under: Guardianship, Legacy Planning Tagged With: Avoid Probate, Charitable Remainder Unitrust, elder law FAQs

How to Compute Your Net Worth

October 8, 2010 by Larry Parman, Attorney at Law

Do you know how much you are worth? If not, you can find out with a very simple calculation. Knowing your net worth is an essential part of estate planning. This figure tells you if your loved ones will have to pay estate taxes, how much you could lose if you don’t protect your assets and how well your estate is doing from one calculation to another. Assets The first step of net worth calculation is evaluating the present value of every asset that you own. For financial and retirement … [Read more...] about How to Compute Your Net Worth

Filed Under: Guardianship, Legacy Planning Tagged With: High Net Worth Planning, Social Security

Will My Loved Ones Have to Pay Taxes on My Estate?

September 3, 2010 by Larry Parman, Attorney at Law

That, of course, all depends upon when you die, the value of your estate and who you leave your assets to. There is no estate tax for those who pass away in 2010 but it is expected to return in 2011 and, unless Congress steps in and makes changes, it will come back with a $1 million dollar exemption, considerably lower than the $3.5 million in 2009. But even if the estate tax does come back, only assets that exceed the exemption amount will be subject to the tax. If you have a modest … [Read more...] about Will My Loved Ones Have to Pay Taxes on My Estate?

Filed Under: Legacy Planning Tagged With: Charitable Remainder Unitrust

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

Where We Are

TULSA, OK
Memorial Place 7633 E. 63rd Place Suite 312
Tulsa, OK 74133
United States (US)
Phone: (405) 843-6100

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.

Oklahoma City Estate Planning Attorneys at Parman & Easterday offer estate planning services in the Oklahoma City, Oklahoma and surrounding areas. Contact us for help today.

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


© 2023 American Academy of Estate Planning Attorneys, Inc.
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube