Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process. Age-Related Retirement Milestones … [Read more...]
6 Important Estate Planning Considerations – Part 5: Retirement Assets
Let's continue our six part series on important things to consider as you design an estate plan. Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues. 6 Important Estate Planning Considerations – Part 5: Retirement Assets … [Read more...]
Retirement: It’s Not Just About the Money
Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate planning in order is another. But, being socially and psychologically ready for retirement are yet other aspects which people often don’t consider. Be ready for your next phase of life, this article will help you get there. Retirement: It’s Not Just About the Money … [Read more...]
6 Important Estate Planning Considerations – Part 2: Long-Term Care
Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an ever-increasing concern. Your estate plan should consider how those expenses would get paid. This article looks at several ways to plan for those expenses. 6 Important Estate Planning Considerations – Part 2: Long-Term Care … [Read more...]
Retirement is Complicated
Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article includes many links to helpful lists. Retirement is Complicated … [Read more...]
Asset Protection and Planning for Farming Families
Are you a farming family? Or do you have a financial interest in land or mineral rights? We're hosting a FREE seminar to help you understand the unique challenges you face when dealing with asset protection and success planning... And we'd love for you to attend. Just click HERE to choose the best date and location for you. See you there! … [Read more...]
How Can I Leave My Estate to My Spouse Tax Free?
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...]
Estate Planning For Farmers And Ranchers
Estate planning is not always as easy as looking at a pie, as it were, cutting up slices, and arranging for their eventual distribution. Different circumstances can call for some very specialized planning techniques, especially when it comes to those with farm and ranch interests. This is why it is so very important to engage the services of a licensed and experienced Oklahoma City estate planning lawyer as you make preparations for the future. … [Read more...]
Livestock Branding Laws Refresher
Farmers and ranchers obviously have a huge workload running complex businesses. They may think of branding as just one of a multitude of tasks that must be taken care of during the course of managing the farm or ranch. When was the last time that you, as a farmer or rancher, reviewed the state laws pertaining to branding? Branding Basics Under state law branding of livestock applies to cattle, horses and mules. Letters, numbers or a specialized logo or figure along with their location … [Read more...]
