Posts by category

Category: Adoption
- Free Report: Oklahoma City Adoption Essentials – Part1
- Medicaid Planning & Early Dementia Signs
Category: Advance Directives
- Advance Health Care Directive Primer
- How an Overland Park Estate Planning Attorney Helps If You’ve Been Diagnosed With a Serious Illness
- Estate Planning Attorneys Explain the Benefits of Advanced Directives
- Are Living Wills Different from Regular Wills?
- A TEDx Talk About Having a Good Goodbye
Category: Asset Protection
- Asset Protection: Take Proactive Steps to Preserve Your Legacy
- Prenuptial Agreements Can Provide Remarriage Protection
- Why A New Job Means It Is Time to Talk with an Overland Park Elder Law Attorney
- Why a Living Trust Cannot Protect Assets
- Does a No Contest Clause Work?
Category: Blended Families
- Planning is Critical
- Providing For Your Blended Family in Your Estate Plan
- Second Marriages and Your Estate Plan
- The Differences Between Traditional Estate Planning & Legacy Wealth Planning
Category: business succession planning
- Using Entities in Estate Planning
Category: Durable Power of Attorney
- Take Proactive Steps to Prevent a Guardianship
- What Is a “Durable” Power of Attorney?
- Requirements for a Durable Power of Attorney for Healthcare
- 2 of the Most Common Myths About Powers of Attorney
- What Is the Five Year Medicaid Look Back?
Category: Elder Law
- An Overview of Medicaid Protections for the Healthy Spouse
- Will Medicare Cover Nursing Home Expenses?
- Veterans Pension Can Lighten Assisted Living Burden
- Does an Inheritance Impact Medicaid Eligibility?
- Will Medicaid Count My Life Insurance?
- Clear This Hurdle to Protect Your Legacy
- Five Things You Need to Know About Medicaid Planning
- What Is the Medicaid Asset Limit for 2021?
- Age in Place With a Home Health Aide
- Alzheimer’s Impact Can Be Considerable
- Does Medicaid Really Take Your Home?
- What Are Advance Directives for Health Care?
- Tips to Prevent Elder Financial Exploitation
- Caring for a Loved One with Alzheimer’s
- Do You Need a Geriatric Care Manager?
- Caregiving from Afar — Tips to Help You Care for a Loved One When You Can’t Be There
- Dementia and Alzheimer’s – Understanding Both
- Tips to Help You Avoid Holiday Scams
- Tips to Keep Your Parent from Becoming the Victim of Financial Exploitation
- Can My Mother’s Nursing Home Evict Her?
- Should I Take Out a Reverse Mortgage?
- Could Your Parent Be a Victim of Elder Sexual Abuse?
- How to Find Good Elder Law Attorneys in Overland Park
- Comatose Nursing Home Patient Gives Birth in Arizona
- What to Do after an Alzheimer’s Diagnosis
- Oklahoma City Nursing Home Resident Dies after Altercation with Another Resident
- Oklahoma Protects Elders From Abuse Says Study
- November Is National Family Caregiver Month
- The Elderly Can Be Victims of Bullying, Too
- Elder Care Law: What You Need to Know About Arbitration Agreements in Nursing Home Contracts
Category: Estate and Inheritance
- Making Use of a Letter of Instruction
- Things to Look for in an Estate Planning Attorney
- Will I Inherit from My Parents If They Were Never Married?
- What Is the Uniform Transfer to Minors Act?
- Your Planning Can Help Your Loved Ones
- Why The Most Important Things In Life Aren’t Things
- Estate Planning When Your Family is Not Part of Your Estate Plan
- Early Dementia Signs and Medicaid Planning
- Free Report: Medicaid Planning in Oklahoma: What is the Medicaid Look Back?
Category: Estate and Inheritance Taxes
- Biden Administration Could Reduce Estate Tax Exclusion
- What NOT To Do When A Trust Is The IRA Beneficiary
Category: Estate and Inheritance Taxes in Oklahoma
- Property Value Increases Can Trigger Estate Tax Exposure
- These Two Bills Would Broaden Taxes on Inheritances
- An Irrevocable Trust Can Ease the Estate Tax Burden
- Will You Ever Need to Pay an Inheritance Tax in Oklahoma?
- Estate and Inheritance Taxes in Oklahoma – Tax, Strategies, Planning, Goals
- Estate and Inheritance Taxes in Oklahoma – Basic Ideas, Managing Options
- Not All Powers of Attorney Are the Same
- Free Report: Should I Have a Durable Power of Attorney in Oklahoma?
Category: Estate Planning
- What Is a QDOT?
- The Sky Isn’t Falling
- What Is a Life Estate and Why Would You Need One?
- Tax Planning for 2022
- A Conversation With an Estate Planning Attorney
- What Does a Fiduciary Do?
- When Is a Trust Preferable to a Will?
- Neither Age Nor Health Determines Whether You Need an Estate Plan
- Is Your Estate Plan Missing Essential Parts?
- Living in a Digital World and the Importance of Planning for Cryptocurrency
- How Using Specific Bequests Could Cost Beneficiaries their Inheritance
- Estate Planning: Where Do You Begin?
- How Estate Planning Documents Help Prevent Elder Abuse
- Trust Administration: Make the Necessary Preparations
- Changing “Irrevocable” Trusts Through Use of a Trust Protector
- Own Property Out of State? You Need a Living Trust
- Tax Reporting with Trusts
- Your Original Estate Plan May Not Be the Final Version
- Estate Planning Reduces Stress During High Anxiety Times
- Is a Payable on Death Account Subject to Probate?
- Yes, Estate Planning Is Necessary for Millennials
- Changing “Irrevocable” Trusts Through Decanting
- Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Can I Write Out My Will By Hand?
- Is a Small Estate Subject to Probate in Oklahoma?
- Roth IRAs Can Be a Great Planning Strategy: Basics
- Dangers of Do-It-Yourself Estate Planning
- How Do You Choose a Successor Trustee?
- ABLE Accounts Complement Special Needs Trusts
- A Look at Five Peculiar Trusts
- 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
- Can an Out of State Inheritance Tax Affect You?
- Keep It Simple With a Living Trust
- What is an ABLE Account?
- Steps That an Executor Must Take to Settle an Estate
- The Role of the Estate Planning Attorney
- Four Tips to Help You Prevent an Estate Challenge
- CRT: Best Tool for Proposed Tax Changes?
- Why Do You Need an Estate Planning Lawyer?
- You Should Have These Estate Planning Documents
- Plan Now for the Incredible Shrinking Exclusion
- Life Insurance Can Fortify Your Estate Plan
- Can You Dissolve a Trust at Any Time?
- What Are the Duties of a Living Trust Trustee?
- New Survey Measures COVID Impact on Estate Planning
- Using Disclaimers to Achieve Client Goals: Double Disclaimers – Part 2
- Using Disclaimers to Achieve Client Goals – Part 1
- Is a Shared Living Trust the Right Choice?
- Beneficiary Designations and the SECURE Act: Prior Designations
- Why Would Someone Use a Life Estate?
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- These Questions Can Help You Structure Your Estate Plan
- SSI and SSDI: Is There a Difference?
- How to Dispose of “Stuff”
- “Last Will and Testament” Origin
- Beneficiary Designations
- Is There a State Estate Tax in Oklahoma?
- Dynasty Trusts
- Beneficiary Designations and the SECURE Act Basics
- Avoid Probate the Right Way
- How Do You Include a Child in Your Estate Plan?
- Updating Your Plan Part 3: Beneficiary Designations
- Updating Your Plan Part 2: Your Trust or Will
- Updating Your Plan Part 1: Powers of Attorney
- Joint Tenancy Problems in Estate Planning
- Preparing for the Unexpected…and the Eventual
- Tax Planning for 2021
- Getting Together with Family for the Holidays
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
- Planning Is Important
- Staying Current is Especially Important in the Pandemic
- Generational Wealth is Key to Leveling the Playing Field
- Fair Isn’t Always Equal and Vice Versa
- Chadwick Boseman Demonstrates the Importance of Planning
- Staying Current is Especially Important in the Pandemic
- Use the Exclusion or Lose It
- Will Your Estate Plan Still Work If You Move?
- Removing Life Insurance Without Triggering the Transfer for Value Rule
- Removing Life Insurance from the Taxable Estate
- 5 Things to Consider When Creating Your Estate Plan
- Leaving Assets Can Be Tricky – Part 3
- Leaving Assets Can Be Tricky – Part 2
- Leaving Assets Can Be Tricky
- Debunking Myths About Trusts
- What is an Assignment and Nominee Agreement?
- The Basics: “HIPAA” Powers
- Planning for Incapacity
- Living Trusts Have Downsides Too
- The Basics: Powers of Attorney for Healthcare
- The Basics: Financial Power of Attorney
- Economic Fallout from Coronavirus May Provide Opportunities
- Low-Interest Loans: An Estate Planning Technique
- Uncompensated Transfers
- What You Need to Know about Trust Administration
- Avoiding Family Chaos in the Coronavirus Age
- Who Should I Appoint as My Executor?
- Families Gather in Novel Ways in Pandemic
- Whom Do You Want to Get Your Assets?
- Planning for the Sandwich Generation
- Is a Testamentary Trust Right for You?
- Can My Non-Citizen Spouse Be a Beneficiary of My Estate?
- Joint Tenancy Pros and Cons
- Planning for the SECURE Act
- The SECURE Act and What It Means for You
- Beneficiary Designations and Other Non-Probate Transfers
- Estate Planning Conference Discusses SECURE Act and More
- The Questions of Estate Planning, Part 6: Why
- Are You Living Together Outside of Marriage? If So, Estate Planning Is Crucial
- The Questions of Estate Planning, Part 5: How
- Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
- Understanding the Marital Deduction
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
- New Year’s Resolution – Estate Planning Review
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
- Hoarding and Estate Planning Part 2 – Identifying and Helping Hoarders
- Hoarding and Estate Planning – How Compulsive Hoarding Can Be a Significant Barrier to Effective Estate Planning
- How Will You Age in Place and Be Able to Die at Home?
- Tax Planning for 2020
- What are the Rules for Intestate Succession in Oklahoma?
- The Questions of Estate Planning, Part 4: Where
- The Questions of Estate Planning, Part 3: When
- The Questions of Estate Planning, Part 2
- Planning to Enjoy Thanksgiving
- The Questions of Estate Planning, Part I: Who
- Planning for Special Needs Children
- Planning for Education Expenses
- Baby Boomers – It’s Time to Update Your Estate Plan
- When Was the Last Time You Updated Your Beneficiary Designations?
- Make Your Own Plan
- How Much is Too Much?
- Consequences of Modifying an Irrevocable Trust
- Trusts for Privacy
- Estate Planning is for You, Not Just Your Parents or Grandparents
- Planning for Step-Children
- Benefits of Probate Avoidance Planning
- Disinheritance
- Can I Reject an Inheritance Someone Left Me?
- The Importance of Communicating Your Plans
- What Does It Mean If a Fiduciary Engages in Self-Dealing?
- Protecting Your Non-Citizen Spouse in Your Estate Plan
- Estate Planning Terms You Should Know
- Special Accounts for People with Special Needs
- What Are 529 Plans and What Are Their Advantages?
- Making Trusts More Flexible
- Many Reasons to Plan
- Does My Estate Have Sufficient Liquidity?
- Clarity is Key to Planning & How Tom Petty Could’ve Done It Better
- Why Crowdfunding May Cost You Medicaid Eligibility
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
- Kiddie Tax is Worse Than Ever
- What is a GST Trust?
- New Tax Proposal re: Retirement Savings
- New Estate Tax Proposal
- Naming a Trust as Beneficiary of an IRA
- 5 Reasons Young Families Should Talk to Estate Planning Lawyers
- Tools Overland Park Estate Planning Attorneys Help You Use
- Why Have a Revocable Trust?
- The Little Things May be the Most Important
- How Are Trusts Taxed?
- Turning the Page on 2018 and Looking Forward to 2019
- Aretha Franklin Died Intestate: What Does It Mean for Her Family?
- How an Overland Park Inheritance Planning Lawyer Helps After You’ve Inherited
- How Oklahoma City Estate Planning Lawyers Help You Cope After a Serious Medical Diagnosis
- Planning for Lottery Winners, Part 2 of 2
- Planning for Lottery Winners, Part 1 of 2
- Trust Administration Helps Heirs Inherit Faster
- Planning for Frequent Flyer Miles
- New Tax Law May Affect State Income Tax, Too!
- 6 Important Estate Planning Considerations – Part 6: Taxes
- Age-Related Retirement Milestones
- Planning for the Unexpected
- 6 Important Estate Planning Considerations – Part 5: Retirement Assets
- Estate Planning is Too Important to Procrastinate
- Planning for the International Client
- 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
- Dead Hand Control: How Much is Too Much?
- Making Plans For the Care of a Child With Special Needs
- 6 Important Estate Planning Considerations – Part 3: Your Kids
- Retirement: It’s Not Just About the Money
- 6 Important Estate Planning Considerations – Part 2: Long-Term Care
- 6 Important Estate Planning Considerations – Part 1: Incapacity
- How to Make an Estate Plan That Takes Your Family’s Needs Into Account
- Top Estate Planning Mistakes
- When a Will Isn’t Enough for Your Estate Plan
- Retirement is Complicated
- Income Tax Basis in Estate Planning – Part 2
- Basis is Important in Estate Planning
- Treasury Releases New Inflation Adjustment
- Estate Planning: Simple is Not Always Better – Part 2
- Estate Planning: The Simplest Plan is Usually Not the Best
- What Is A Springing Power Of Attorney?
- Would You Prefer a Charitable Deduction This Year?
- What If Money Is Left To A Minor?
- A Special Option for Special Kids
- A Living Trust Is Key If You’re The Family Breadwinner
- How Your Family Situation Affects Your Plans For Your Legacy
- Do You Need Life Insurance?
- Basics of Estate Planning: IRAs
- Why It’s Important For Your Family To Know Where Your Assets Are
- What Special Legal Issues Do You Face With A Large Estate?
- Basics of Estate Planning: Powers of Appointment – Part 2
- Basics of Estate Planning: Powers of Appointment – Part 1
- Basics of Estate Planning: Privacy and Estate Planning
- Basics of Estate Planning: Portability
- Basics Of Estate Planning: Advising Clients On Selecting Fiduciaries
- Why Do Single People Need An Estate Plan More Than Married People?
- Do I Need To Be Rich To Worry About Asset Protection?
- Basics Of Estate Planning: Choosing A Roth Or Traditional IRA (Or 401k)
- How Can I Pass My Business Onto My Kids?
- Why Is Trust Administration Better Than Probate?
- How Does An Elder Law Attorney Help You After A Divorce?
- Five Key Reasons To Plan For Incapacity
- Can You Disinherit a Spouse?
- Estate Planning Advice After You Get Married
- Downsides To Wills vs. Other Estate Planning Tools
- Does An Executor Have To Hire A Probate Lawyer?
- What is A Spousal Elective Share?
- Do Assets In a Living Trust Pass Through Probate?
- What If It Is Too Late to Make a Power of Attorney?
- Key Reasons to Contest a Will During Probate
- How Could Tax Reform Impact Estate Taxes?
- OG&E Has Programs To Help The Elderly Deal With Summer Heat
- Estate Planning Advice for Unmarried Couples
- What an Indy Race Car Has To Do with Your Estate Planning
- Why An Online Will Is A Really Bad Idea
- How a Business Planner Helps with Business Succession Issues
- How a Power of Attorney Can Be Abused for Inheritance Hijacking
- Understanding Estate Planning – What Can You Do To Keep Wealth in the Family?
- When Can a Family Business or Family Farm Trigger Estate Tax and What Can You Do About It
- Understanding Estate Planning – Selecting a Good Trustee
- What is Unnecessary in Estate Planning?
- Basic Estate Planning Questions: What Do I Do If I Just Want Everything Taken Care Of?
- Why You and Your Partner Need to Talk about Estate Planning This Year
- What to do About Sentimental Property in Your Estate Plan
- Understanding Estate Planning – Wills and Living Wills
- Yes, You Need an Estate Plan in 2016. Here’s Why.
- 2016 Estate Planning Issues
- Estate Planning When You’re in a May-December Relationship
- 3 Yearly Questions to Ask Yourself When You Already Have an Estate Plan
- Estate Planning for Generation X
Category: Estate Planning
- Do You Have Final Arrangement Preferences?
- Three Estate Planning Tips That Can Make a Difference
- Three Misconceptions That Lead to Estate Plan Mistakes
- Five Living Trust Benefits That May Surprise You
- Anniversary of Jim Morrison’s Death Serves as an Estate Planning Reminder
- How Do You Gain Estate Tax Efficiency?
- Debunking Four Estate Planning Myths
- Tax Proposals Could Alter Estate Planning Landscape
- Do You Have Final Arrangement Preferences?
- Five Reasons to Put an Estate Plan in Place
- Special Needs Planning Demystified
- An Overview of Estate Planning for Pets
- New Majority May Push for Transfer Tax Expansion
- What Are the Legal Requirements for a Will in Oklahoma?
- It’s Better to Give, Especially This Year
- How Will You Obtain the Care You Need?
- Why Your Safety Deposit Box Is Not Safe
- Shrunken Asset Values Open Estate Planning Opportunities
- Do I Really Need an Estate Plan?
- Use Trust Protectors for Added Protection and Flexibility
- Preparing for Coronavirus
- Understanding Estate Planning – What is a Fiduciary?
- Keeping Your Estate Plan Safe
- Income Tax Basis in Estate Planning
Category: Farmers and Ranchers
- Intestacy in Oklahoma City Oklahoma: How Is My Property Distributed If I Die Intestate?
Category: Financial Planning
- How Old Should You Be When You Retire?
- An Elder Law Attorney Helps You Understand Sources of Income in Retirement
- Overland Park Elder Law Attorneys Explain Things to Consider Before Deciding When to Retire
- Understanding How Social Security Works to Fund Your Retirement
- What To Know About Funding Retirement With Social Security Benefits
- Factors To Consider Before Retirement
- Five Questions To Help You Determine If Your Assets Are At Risk
- Can I Invest In An IRA If I’m Young?
- Protecting Your Credit Score Can Be Counterintuitive
- What You Need to Know About Credit Scores, Credit Repair, and Credit Rebuilding
- What You Need to Know About Financial Planning and Credit Scores
- Building a Better Credit Score
- Credit Scores and Estate Plans
- Care Management for the Elderly
- Medicaid vs. Medicare – What’s the Difference?
- Frank Talk About In-Home Care
- Upcoming Events – Learn More About Protecting Your Loved Ones With Estate Planning!
- Higher Costs for Medicare Recipients in 2013
- Prepare for Health Care Expenses
- Nursing Home Rehab and Medicare
- The Difference Between Medicare and Medicaid
- The Health Care Reform Bill’s Affect on Medicare and Insurance
Category: Funeral Arrangements
- Practical Steps to Take after the Death of a Loved One
- What You Need to Know about the Cost of Dying
- How Does the Funeral Rule Protect You?
- Medicaid, SSI and Special Needs Trusts
- When Do I Need a Special Needs Trust?
- Autism Care & Treatment Efforts Highlighted in April
- Special Needs Planning: Providing Without Jeopardizing Benefits
- Discuss Special Needs Planning With An Expert
- Special Needs Trusts: Understanding The Different Types
- What is Special Needs Planning?
- When to Use a Special Needs Trust
Category: General
- Healthiest and Unhealthiest US Cities — Where Does Your City Rank?
- The Estate Litigation Process – Settlement Agreements
- Top Earning Estates for 2019
- What You Should Know about Alzheimer’s Disease
- Senior Living Centers Make an Impact
- Oklahoma City Ballet To Offer Dance Class For Parkinson’s Patients
Category: Guardianship
- Estate Planning For Domestic Partners
- Are Your Assets In Harm’s Way?
- Understanding Guardianship Proceedings in Probate Court
- How Does a Court Choose a Guardian or Conservator?
- Guardians, Conservators, and More – What Does a Guardian/Conservator do?
- Estate Planning For Millennials
- Affluenza, Inheritances, and Legacy Wealth Plans
- What You Need to Know Before You Hire an Estate Sale Liquidator
- Free Report: Why Oklahoma Estate Planning Is Important For Your Family – Part2
- Free Report: Why Oklahoma Estate Planning Is Important For Your Family – Part1
- Free Report: Why Estate Planning Is Important For Your Family (Part 1)
- Transferring Property After Death: 4 Key Methods
- Millionaires to Leave Most of Their Wealth to Their Children, Not Charities
- Free Report: Estate Planning for Seniors in Oklahoma
- Understanding Estate Planning: What Happens After a Family Member Dies – Part 2
- Why Oklahoma Estate Planning Is Very Important For Your Family: Specific Tools and Protections
- Estate Planning for Seniors in Oklahoma: Specific Issues
- Free Report: Do I Pay Oklahoma Taxes When Someone Leaves Me Money?
- Free Report: What are the Drawbacks of Probate in Oklahoma?
- Free Report: What Is A Supplemental Needs Trust?
- Free Report: What Is the Annual Gift Tax Exclusion in Oklahoma?
- Second Chance For This FREE Educational Event!
- Estate Planning for Seniors in Oklahoma: Essential Concepts
- Free Report: The Grandparents’ Guide to Second Generation Planning
- Upcoming Client Education Event: Issues That May Impact Your Estate Plan
- Your Beneficiaries Should Beware Probate… Even When Your Estate Plan is Perfect
- Reviewing Your Digital Assets
- Make Changes to Your Estate Plan as Your Family Changes
- Make Sure Your Wishes Are Carried Out After You’re Gone
- The Dangers of a Handwritten Will
- Keeping It All In The Family
- Understanding Estate Planning – Protecting Children With Your Estate Plan
- Estate Plans For Seniors Getting Married
- Free Report: What is the Marital Deduction in Oklahoma?
- Why Would I Need a Durable Power of Attorney?
- DIY Estate Planning Dangers
- Don’t Let Your Family Fall Victim To These Estate Planning Mistakes
- The Dangers of Leaving A House to A Loved One
- Think Before You Gift
- Understanding Estate Planning Part 2 – Your Estate
- Essential Estate Planning Knowledge – Children in Your Oklahoma Estate Plan
- New Digital Asset Law a Sign of Changing Needs
- Joan Rivers, Estate Planning, and Privacy
- What Is a QTIP Trust?
- What Is an Irrevocable Life Insurance Trust?
- Can I Plan My Own Estate?
- Do I Lose Control of Assets in a Revocable Living Trust?
- What Is a Grantor Retained Annuity Trust?
- What Is a Living Trust Successor Trustee?
- What Is a Qualified Domestic Trust?
- What Is the Difference Between a Revocable Living Trust and a Medicaid Trust?
- Can the Executor Distribute Inheritances Immediately?
- Larry Parman in Israel – Leaving Your Legacy
- Top Ten Estate Planning Techniques
- Free Estate Planning and Education Seminar
- Survey: 61% Without Living Will
- Can a Trust Protect Family Wealth?
- What Is the Cost of Probate?
- Are Roth IRAs Useful for Estate Planning Purposes?
- Should I Create a Joint Tenancy With My Child?
- What Is an Executor?
- How Long Does the Probate Process Take?
- Estate Planning for Small Business Partners
- Why Would I Need a Pour Over Will If I Have a Trust?
- Why Should I Have a Revocable Living Trust?
- Veteran’s Affairs Claims Update
- The Importance of Safeguarding Your Original Documents
- Untangling the Web of Veteran’s Benefits
- 4 Key Estate Planning Actions for New Parents
- Remember Your Umbrella
- Don’t Ignore Your Power of Attorney
- Communication is the Key
- Is Your Estate Plan Outdated?
- Free Seminar: The Costly Mistakes Families Make With Their Estate Plan
- The 7 Major Dangers of Poor Estate Planning
- What Is a Supplemental Needs Trust?
- 2015 Budget Proposal Would Impact Estate Tax
- Understanding the Duties of a Trustee
- Discover A Top Business Killer Rarely Thought About and the 7 Keys To Avoiding It
- Are Trusts Exclusively for the Rich?
- Can I Give Tax-Free Gifts to My Children?
- Roth IRAs Have Estate Planning Value
- Intestate in Oklahoma City: What Happens If I’m Single When I Die?
- What Is Joint Tenancy With Right of Survivorship?
- What Is the Nomination of a Guardian?
- What Is a Payable on Death Account?
- What Are the Drawbacks of Probate?
- What Is the Annual Gift Tax Exclusion?
- Review Your Estate Plan During the New Year
- Oklahoma Wealth Preservation: What Is the Unlimited Marital Deduction?
- How Much Does a Special Needs Trust in Oklahoma City Cost?
- What Steps Can I Take to Preserve My Legacy?
- How Can I Leave My Estate to My Spouse Tax Free?
- Oklahoma Incapacity Planning FAQ: What Is a Living Will?
- Federal Unified Transfer Tax Exclusion: Should You Use It During Your Lifetime?
- Can a Trust Be Contested?
- IRS Releases Amount of 2014 Estate Tax Exclusion
- Learn to Help Others Navigate the Issues of Alzheimer’s and Dementia
- Distributing Trust Assets to Beneficiaries
- IDGT: When Defective Becomes Effective
- Form 709 Required for Those Giving Taxable Gifts
- McNair, Monroe & Morrison: Three Estate Planning Nightmares
- How Guardianship Affects Your Ability to Execute A Will
- Free Report! Get the Most Out of Your Life Insurance
- Beware of Fraudulent Transfers
- Planning for Long Term Care
- Three Estate Planning Donts
- A Rare Case of Good News About Medicaid
- Lessons from the Estate of Charity Icon and Millionaire, Brooke Astor
- Divorce and Asset Protection
- Asset Protection Through A Revocable Trust
- Hidden Medicaid Traps for the Elderly
- The Threat of Elder Financial Abuse
- What to Do When Estate Planning Decisions Don’t Involve the Whole Family
- Parents of A Disabled Child, Beware
- Do You Really Need an Estate Plan?
- Farmers, Ranchers Benefit From American Taxpayer Relief Act of 2012
- Free Report Reveals the Estate Planning Landmines to Avoid for Families with Young Children
- What Do You Know About Transfer Taxes?
- Is Your Estate Plan Thoughtfully Constructed?
- Is Now the Time for a GRAT?
- Is a Revocable Living Trust in Oklahoma Right for You?
- Sopranos Star Gandolfini Teaches Us a Valuable Estate Planning Lesson
- Assist Charities While Gaining Estate Tax Efficiency in Oklahoma
- A Look at Simplified Probate
- Beyond Estate Planning Documents: Learn About Passing On Your Legacy
- Life Estate Can Be an Option
- Don’t Overestimate Value of Joint Ownership
- Ease Estate Tax Burden With ILIT
- Will FAQs
- Unlimited Marital Deduction & Qualified Domestic Trusts
- Consider These Four Estate Planning Concerns
- The Doors’ Co-Founder, Manzarek, Leaves a Creative Legacy
- Consider Divorce Statistics When Planning Estate
- Are Estate Dispute Cases Coming to Your TV Screen?
- Discover the Three Biggest Problems Children of Alzheimer’s Patients Will Face
- Free Report: The Dangers of Do-It-Yourself Wills
- The Three Major Pitfalls of Joint Tenancy
- Inform Executor of Life Insurance Policies
- Estate Taxes and Lottery Winnings
- Free Report on Asset Protection Available
- Ups & Downs for Oklahoma Animal Shelter
- Grow and Preserve Your Wealth
- Will Forgery Case Makes News
- Adjust Expectations to Overcome Adversity
- Afterlife Planning With New Google Tool
- Reduce Taxable Estate With 529 Plan Contributions
- New York Estate Case Underscores Importance of Planning
- Ed Koch Passes; Estate Tax a Factor for Heirs
- Have You Resolved to Plan Your Estate in 2013?
- Learn Which Assets Must Be Included in Your Estate Plan
- Estate Tax Planning: What’s Your Net Worth?
- A Primer in Estate Planning Documents
- Three Estate Planning Don’ts
- Upcoming Events: Free Educational Program Reveals How to Protect Your Hard-Earned Money and Your Family!
- Is Having A Will Enough? Learn the Advantages of a Revocable Living Trust
- Avoid Unexpected Challenges in Your Estate Plan
- Ensure Financial Stability With An Incentive Trust
- What’s the Trouble With Joint Tenancy?
- Dispute Surrounding Kinkade Estate Comes to an End
- How To Give Gifts Tax Free
- Lost Inheritances: Don’t Let This Happen to You
- Critical Questions That Could Affect Your Estate Plan
- Inheritance Incentives: How to Put Your Trust to Work
- 3 Reasons You Might Want to Avoid Probate
- Illinois Man Leaves Estate to Actors He Never Met
- How To Contest a Will
- 7 Essential Components for a Perfect Estate Plan
- Discover Why People Don’t Plan for Their Estate
- Include HIPAA Authorization When Planning for Incapacity
- Is Estate Planning Only Relevant to Seniors?
- Do You Have Philanthropic Urges?
- Estate Planning and the Stretch IRA
- Prepare Relevant Information for Executor or Representative
- Noted Art Dealer and Collector, Ileana Sonnabend, Estate Tax Dispute Settled
- The Actor Larry Hagman of “Dallas” Fame Leaves a Lasting Legacy
- Probate Court Issues Ruling in Hemsley Case
- Discover How To Take the Problems Out of Probate
- Free Report Reveals the Dangers of Do-It-Yourself Wills
- How Will You Provide for Your Grandchildren?
- Oklahoma City Estate Planning Information
- Remarriage Has Estate Planning Ramifications
- Tax Efficient Giving: Action Required Before End of Year
- Update: Hemsley Estate Case Going to Court; DNA Test Ordered
- Interesting Trend Emerging Among Seniors
- The Estate Tax & Spousal Asset Transfers
- Long-Term Planning: Allow for Changing Circumstances
- The Tax Consequences of Gifting
- Home Sweet Home: No State Estate Tax in Oklahoma
- Automotive Legend Shelby Dispute Settled
- Think Practically When Planning Estate
- Avoid Intestacy for Well Being of Partner
- Estate of the Cartoon “Jeffersons” Actor Being Challenged
- Home Value Can Create Estate Tax Exposure Next Year
- A Third Reason to Implement Probate Avoidance Strategies
- Consider Working on a Blog During Retirement
- Does Trust Creation Eliminate the Need for a Will?
- Preventing an Inheritance Burn-Through
- Protecting What You Have Takes Ongoing Action
- A Lot Can Go Wrong When Using Joint Accounts
- Consumer Reports Does Not Recommend Do-It-Yourself Estate Planning Documents
- Irrevocable Self-Settled Trusts Legal in Alaska
- Don’t Withhold Information From Your Attorney
- Retirement Researchers Use New Approach
- Evaluating the Cost of Estate Planning
- Tax Not Applicable to Gifts of Tuition, Medical Expenses
- Estate Administration Is No Easy Task
- Are Life Insurance Beneficiaries Taxed?
- Legal Ramifications of Remarriage
- Estate of Oscar Winner Holm Depleted
- Kinkade Girlfriend Produces Holographic Wills
- Last Wills Vs. Living Trusts: Which Is The Winner?
- A New Best Friend For Lonely Seniors
- Shelby, the Race Car Legend, Passes Away; Final Arrangements Disputed
- Plan Properly to Prevent Potential Challenges
- Take Action When Life Changes Take Place
- Tax Efficient Legacy Planning
- Should a Tax Take More Than it Leaves Behind?
- Devising A Small Business Exit Strategy
- Inheritance Planning: The Value Of A Specialist
- Consider Sentimental Value Of Personal Possessions
- Political Discourse May Provide Estate Tax Clues
- 2012 Provides Gifting Opportunity
- Couples Living Together Must Be Proactive
- A Second Look At Transfer On Death Accounts
- Oklahoma City Estate Planning Attorney Warns: 2013 Signals End To Portable Estate Tax Exclusion
- Shielding Your Domicile From Claimants With The Help Of An Oklahoma City Estate Planning Attorney
- Life Insurance: Consider Tax Consequences
- Executor Needs Legal Guidance
- Estate Planning For Farmers And Ranchers
- Parents Must Plan With Children In Mind
- Keeping Everyone On The Same Page
- Don’t Shy Away From Trusts, Says Oklahoma City Estate Planning Attorney
- Oklahoma City Estate Planning Attorney Comments on Your Last Will And Testament
- Taking Care Of Funeral Details In Advance
- The Estate Of Dick Clark
- Death Taxes Explained
- Ray Charles Foundation In Battle With Heirs
- Future Decision Makers: The Choice Is Yours
- Report: Amy Winehouse Died Intestate
- Medical Decisions: Let Your Wishes Be Known
- Uncertainty Need Not Lead To Inaction
- Estate Tax: Don’t Be Lulled To Sleep
- Whitney Houston & Estate Planning
- Have You Considered Your Online Accounts?
- Should Estate Tax Be Fairly Referred To As “Death Tax?”
- Estate Tax Exclusion Adjusted For Inflation
- Will Further Estate Tax Relief Be Forthcoming?
- Lessons To Be Learned From Stieg Larsson Estate
- Payable On Death Accounts Are Not A Cure-All
- Do You Have An Exit Plan?
- Intestacy Is To Be Avoided
- Have You Scheduled Your Estate Plan Review?
- Spoiling Loved Ones – An Inheritance Planning Concern
- A Revocable Living Trust May Provide Savings In The Long Run
- Wills And Your Estate Plan
- Martin Luther King, Jr. Estate In The News
- Irrevocable Life Insurance Trusts
- Giving Tax-Free Gifts In 2012
- Estate Planning: Details To Remember
- Benefits Of Family Limited Partnerships
- 3 Items To Consider When Supporting Charitable Causes Through Your Estate Plan
- Military Benefits Can Be Of Assistance
- Estate Planning Requires Expert Guidance
- Crafting An Educational Legacy
- Estate Tax Seems Punitive To Many
- Celebrity Estate Planning Mistakes And Successes Provide Lessons
- Minor Children And Estate Planning
- Selection Of Executor And Attorneys-In-Fact
- Estate Planning: The Right Tool For The Right Job
- Necessary Estate Plan Components
- Estate Tax Parameters: Looking Ahead
- 3 Misconceptions About Estate Planning
- Estate Planning & Open Communication
- Punctuating Your Legacy
- COLA Scheduled For Social Security Recipients: Good or Bad?
- Family Of Raiders Owner Davis To Keep Team?
- Pay On Death Accounts Are A Probate Avoidance Option
- Legacy Planning & Marital Agreements
- 2010 Was Odd Year For Estate Tax
- Inheritance Planning: Giving Early
- Probate Comes With Pitfalls
- Estate Planning Ignored By Many
- Be Prepared To Adjust Your Estate Plan
- Take Action If You Don’t Have An Estate Plan
- Estate Planning: Knowledge Is Power
- Cryonics Raises Estate Planning Questions
- Estate Tax: Spin The Wheel Of Chance
- Book Finally Closed On Anna Nicole Smith Estate Planning Matter
- Life Insurance and Balancing Inheritances
- “Godfather Of Soul” Left Messy Estate
- A Look At The Gift Tax
- Gain Estate Tax Efficiency With A QPRT
- Estate Planning: The Essentials
- Will Federal Revenue Be Increased Via Estate Tax Hike?
- Charitable Giving Can Punctuate Your Legacy
- Amy Winehouse Had Her Affairs In Order
- Life Insurance Is A Useful Estate Planning Tool
- Estate Tax: Once Is Too Much
- Probate Avoidance Through The Use Of Revocable Living Trusts
- Remember Your Pets When Planning Your Estate
- Estate Planning: Action Required
- Estate Tax, Legislation, & Your Legacy
- Consider The “Zeroed Out” GRAT Strategy
- Blended Families & Inheritance Planning
- Choosing An Executor For Your Last Will? Remember The Demands Of Probate
- Estate Planning: Exclusively For The Elderly?
- Gift Of Tuition Can Be Part Of Your Estate Plan
- Estate Planning, Charitable Giving & The CRUT
- Is Estate Tax Only Levied On The Rich?
- Will You Need to Sell Your Home to Qualify for Medicaid?
- The Revocable Living Trust and Protection Against Creditors
- The Duties of an Executor
- Should You Prepay for a Funeral Plan?
- Naming A Guardian for Your Children When Divorced
- Estate Planning Is Important at Any Age
- How To Avoid Probate
- Estate Tax Parameters In Constant Flux
- Updating Your Estate Plan When Life Changes
- Be Aware: Gift & Estate Taxes Are “Unified”
- Planning For Your “Twilight Years”
- Efficient Charitable Giving
- Living Wills, Wills & Living Trusts
- Revisiting Your Estate Plan
- Estate Planning & Pour-Over Wills
- Asset Protection Strategies
- Your Memoirs And Your Estate
- Responding To New Gift Tax Parameters
- The True Costs of A Simple and Easy Will
- Estate Plan Incentives
- Beware Bad Advice When Drafting Your Estate Plan
- Is Estate Tax Repeal Feasible?
- DIY Will & Estate Planning Software
- Estate Planning: Is Someone Relying On You?
- Long-Term Care Costs: Are You Getting Prepared?
- Consider A GRAT For Tax Savings
- Estate Planning Involves Reacting To Changing Circumstances
- Making Funeral Arrangements In Advance
- Revocable Living Trusts, Probate, and Control
- An Ethical Will Can Punctuate Your Estate Plan
- Portability Of Estate Tax Exclusion Now A Reality
- The Gift Of Education & The Estate Tax
- Reverse Mortgages Can Fill The Gap
- Threat of Alzheimer’s Makes Incapacity Planning A Must
- Impact Of New Tax Relief Legislation On Estate Planning
- Seniors, Pets, & Planning
- Generation Skipping Trusts & Your Estate
- Pay On Death Accounts At A Glance
- An Incentive Trust Can Provide Peace of Mind
- A Look At Probate Avoidance
- What is a Durable Power of Attorney?
- Are Your Beneficiary Designations Current?
- Common Myths About Estate Plans
- Estate Planning for Unmarried Couples
- How to Donate Your Body to Medicine
- AB Trusts for Married Couples
- What Does a Guardian Do?
- How to Set Up a Disability Plan
- How a Payable-on-Death Account Works
- Benefits of Legacy Planning
- How to Compute Your Net Worth
- Creating an Estate Plan for Your Blended Family
- Mt. Kilimanjaro Mission Accomplished; Summit Achieved!
- Is Writing Your Own Will Safe?
- Who Will Inherit Your Estate?
- Common Estate Planning Mistakes
- Asking the Difficult Questions
- Trust vs. Will: Understanding the Difference
- Protect Your Loved Ones With A Little Planning
- Qualifying for Supplemental Security Income
- Taking Over a Joint Account After Death
- Four Ways to Avoid Probate
- When Life Changes, Update Your Will
- The Health Care Reform Bill’s Affect on Elderly and Those With Special Needs
- Pet Trusts Now Enacted for the State of Oklahoma
- Tips for Choosing an Estate Planning Attorney
- What is a Reciprocal Will?
- What is a Life Insurance Trust?
- Confused About the Current Federal Estate Tax Law?
Category: Incapacity Planning
- What Is HIPAA?
- Life As an Octogenarian Could Be Your Future
- Prioritize Planning During Pandemic Surge
- How Is Incapacity Determined in Oklahoma?
- How Is Incapacity Defined and Who Decides If I Am Incapacitated?
- Key Reasons You Need a Power of Attorney for Incapacity Planning
- Power of Attorney vs. Guardianship
- Incapacity Planning When You’re Healthy
- Incorporating Your Revocable Living Trust Into Your Incapacity Plan
Category: income tax
Category: Inheritance Planning
- Inheritance Planning Basics
- Understanding Estate Planning – Developing a Fair Inheritance Plan
- Who Should Guard My Child’s Inheritance?
- Disinheritances and Estate Planning
- Free Report: Oklahoma Inheritance Planning When You Have a Family
- Inheritance Planning When You Have a Family In Oklahoma – Specific Tools For Managing Options
- Free Report: Oklahoma Inheritance Planning When You Have a Family – Part1
- Inheritance Planning When You Have a Family in Oklahoma
- Susan G. Komen 3-Day Walk 2014
Category: Insurance
- Understanding Life Insurance
- What Type of Life Insurance Should I Purchase?
Category: Law
- Jeter Baseball: The Tax Man Cometh
- The “Health Care” Debate
- How Sensible and Relief-Oriented ARE the Federal Estate Tax Legislative Proposals?
- Bad Behavior Can Ruin A Good Plan!
Category: Legacy Planning
- The Benefits of Legacy Planning
- Will My Loved Ones Have to Pay Taxes on My Estate?
Category: Legal Education
- Irrevocable Medicaid Trusts
- Coronavirus and Nursing Homes
Category: Living Trust
- Revocable Trust Advantages
- Staggering an Inheritance Using a Living Trust
- How Do I Make Changes to My Living Trust?
- Can Living Trusts Help You In Case of Incapacity?
- Why a Revocable Living Trust May Not be Right For You
- What Is the Difference Between a Guardianship and a Power of Attorney?
- When Does a Power of Attorney Become Effective?
- What Are the Advantages and Disadvantages of a Guardianship?
Category: Long-Term Care
- Is Long-Term Care Insurance Worth the Cost?
- Alzheimer’s Alone Makes Incapacity Planning a Must
- Key Reasons Not to Wait to Make a Medicaid Plan
- What Oklahoma City Medicaid Planning Attorneys Want You to Know
- Why is Special Needs Planning Important to Ensure Continued Access to Medical Care?
- Will Medicare Cover All Your Healthcare Costs as a Senior?
- What Does Skilled Nursing Care Mean And Why Does It Matter?
- Senior Meal Programs Could Be Cut Due To Insufficient Funding
- How Much Do Seniors Need To Have Saved For Medical Care?
- Successfully Navigating the Challenges of Alzheimer’s
- How Can The Alzheimer’s Association Help You?
- Tricking the Courts Isn’t A Good Strategy
- Should I Have a Durable Power of Attorney for Health Care?
- Who Manages My Property If I Become Incapacitated?
- Who May Act as an Agent Under a Power of Attorney?
- Power of Attorney in Oklahoma: Limited POA vs. General POA
- Elder Financial Abuse Is Common
- Choosing a Health Care Proxy
- Are Your Aging Parents Still Fully Capable?
- Physical Alzheimer’s Diagnosis May Be Possible
- Oklahoma City Elder Law Attorney Can Help You Take Steps To Prevent Financial Abuse
- Those Close To Elders Sometimes Perpetrate Financial Abuse
- Making Preparations For Possible Incapacity
- Living Wills Overlooked By Majority
- Don’t Overlook Incapacity Planning
- Elder Law & Durable Powers Of Attorney
- Incapacity Planning & Reduced Faculties
- Aid and Attendance Pension Benefits Available to Veterans
- Social Security Disability Benefits Available to All Income Levels
- Planning for the Unexpected: Medical Power of Attorney
- Gain Peace Of Mind With Incapacity Planning
- Powers of Attorney: Keeping Finances and Medical Apart
- When is a Guardianship Necessary?
- What’s the Difference Between A Power of Attorney and a Durable Power of Attorney?
- What is a Healthcare Directive?
- What’s the Difference Between SSI and SSDI?
Category: Medicaid
- Do You Have to be Poor to Benefit from Oklahoma Medicaid?
- How Do I Apply for Medicaid in Oklahoma?
- Will Medicaid Pay for a Family Caregiver in Oklahoma?
- Why Asset Protection Is More Important If You’re Getting Older
- What Caregivers Need To Know About Medicaid
- Why Not Hiring a Medicaid Attorney Can Cost You
- Oklahoma Medicaid Cuts Can Affect Nursing Home Patients
Category: Medicaid Planning
- 5 Reasons to Include Medicaid Planning in Your Estate Plan
- Can I Own a Home and Qualify for Medicaid as a Senior?
- Understanding the Difference Between Medicare and Medicaid
- What Is the Medicaid Transfer Penalty?
- What Is Considered a Countable Asset for Medicaid in Oklahoma?
- Older Americans Month Is an Excellent Time to Learn More about Medicaid Planning
- What Assets Count for Medicaid Eligibility for Seniors in Oklahoma?
- What Assets Can You Have and Still Qualify for Medicaid in Oklahoma?
- How The Transfer Of Assets Can Impact Medicaid Eligibility
Category: Medicare
Category: News
- “Pay It 4ward” Honors Our Client and Friend, Jim Easter
- Use Caution With Digital Document Services
- SSI Provides Safety Net For Seniors
Category: Nursing Homes
- How Do I Pick the Best Nursing Home for My Father?
- Will You Have to Move to a Nursing Home?
- 3 Ways Medicaid Helps Protect Seniors
- What Can Go Wrong If You Don’t Work With Overland Park Medicaid Lawyers
- What Is The Community Spouse Resource Allowance?
- Bullying is a Problem for Oklahoma Seniors
- Oklahoma Nun Opens Homes for Seniors
- How to Talk to Parents About Moving to a Nursing Home
- How Medicare’s Two-Midnight Rule Makes Getting Nursing Home Care Difficult
- Can You Give Away Your Wealth To Qualify For Medicaid?
- Seniors Want A Say In Retirement Living Options
- What Does Custodial Care Mean And Why Does It Matter?
- What Nursing Home Expenses are Covered By Insurance?
- Oklahoma City Senior Living Residents Take on Heart Disease
- Latter Life Expenses Loom Large
- Latter Life Expenses Loom Large
- Latter Life Expenses Loom Large
- What Is the Medicaid Monthly Maintenance Needs Allowance?
- Do You Have to Impoverish Yourself to Qualify for Medicaid?
- What Are the Disadvantages of a Medicaid Trust?
- What Assets Can I Keep When My Spouse Qualifies for Medicaid?
- What Questions Should I Ask an Elder Law Attorney?
- Why Would Medicaid Planning Be Important to Me?
- Can You Prevent Medicaid Recovery in Oklahoma City by Adding Someone to Your Property Title?
- Who Pays for Nursing Home Care?
- Top Three Elder Law Answers
- Long-Term Care: Do the Math
- Medicaid: What You Can Keep in 2013
- Free Report Reveals How to Protect Your Assets and Preserve Your Legacy with Medicaid Planning
- Signing a Nursing Home Contract? Talk to a Lawyer
- Does Medicaid Count Assets in a Living Trust?
- Will Your Home’s Value Preclude You From Medicaid Eligibility?
- Veterans A & A: Changes in the Offing?
- Oklahoma City Elder Law Attorney Asks – Are You Preparing For Assisted Living Expenses?
- Medicaid Planning
- Medicaid Eligibility & Gift Giving
- Impacts of Medicaid Estate Recovery
- The Health Care Reform Bill’s Affect on Medicaid
Category: Personal Representatives
Category: Personal Representatives in Arkansas
Category: Pet Planning
- Is Your Pet Protected?
- How To Make A Plan To Protect Your Pets
- How To Protect Your Pet As Part Of Your Estate Plan
- Robot Caregivers On the Horizon
- Will Long Term Care Wipe Out Your Children’s Savings?
- Is It Possible to Give Away Assets and Qualify for Oklahoma Medicaid Benefits?
- Recent Court Ruling Provides Elder Law Lesson
- Nursing Home Costs May Become Overwhelming
- Agencies Providing In-Home Care Studied
- Alternative To Assisted Living Communities
- Federal Medicaid Cuts Could Take Toll On Seniors
- Long-Term Care: Making Preparations
- Taking Long-Term Care Costs Into Consideration
- Long Term Care: Know Your Options
- Can Long Term Care Insurance Help You?
- Budgeting Your Long-Term Care
- Keeping Your Loved Ones Safe In A Nursing Home
Category: POA
- What Happens If a Third Party Refuses to Honor a Power of Attorney?
- What Is a “Durable” Power of Attorney?
Category: Postmortem Planning
- Helping Navigate Your Legal Legacy
- Make Your Own Luck
- Providing Educational Opportunities Via 529 Plan
- Your Positive Influence Can Live On
- Building Your Legacy Along The Way
- Remember: Estate Tax Changes Are Not Permanent
Category: Power of Attorney
- What Should You Say if You’re Asked to be an Agent?
- Qualities of the Ideal Agent
- You May Have The Power To Save A Life
Category: Probate
- Why Is Avoiding Probate So Important?
- When Might an Estate Accounting Be Required?
- How Long Will It Take to Probate My Father’s Estate?
- What Executors Need to Know About Oklahoma Probate Laws
- Who Gets to Administer My Father’s Estate If the Family Doesn’t Agree on an Administrator?
- What Are the Steps in the Probate Process?
- Top 5 Executor Duties
- Tools and Strategies to Avoid Probate
- Things for a First-Time Executor to Consider
- Glen Campbell’s Children Contest Will After Being Cut Out
- What Probate Lawyers Wish Executors Knew
- Key Reasons to Get Legal Help with Probate
- What Is Ancillary Probate?
- Reasons For Delay When You Probate a Will
- Preparing to Make Your Living Will
- What are the Steps of the Probate Process?
- What are the Benefits of Avoiding Probate?
Category: Probate Questions in Oklahoma
- Is Probate Necessary When a Spouse Dies in Oklahoma?
- Steps Involved in Contesting a Will in Oklahoma
- Probate Questions: Understanding the Probate Process and How It Affects You
Category: Retirement Planning
- Will You Qualify for Medicare Sooner Than You Think?
- Biden Administration Has Proposed Social Security Reforms
- Retirement Planning and Your Estate Plan
- The Downside of Taking Early Retirement
- At What Age Should I Retire?
- Retirement Planning: Consider Limitations
- Retirement Planning: Consider Limitations
- Retirement Planning: Consider Limitations
Category: Small Business Planning
- Succession Planning for Your Family Business
- Why a Limited Liability Company is Better Than a Sole Proprietorship
- What is Business Succession Planning?
Category: Social Security
- What Is the Difference between SSI and SSDI?
- Social Security Retirement Benefits and Your Retirement Plan
Category: Special Needs Planning
- Special Needs Planning and Medicaid Estate Recovery
- Can You Fund a Special Needs Trust With a Settlement?
- What Are the Different Types of Special Needs Trusts?
- The Steps Involved in Special Needs Planning
- How To Pick A Legal Guardian For Your Child With Special Needs
- What Is A Special Needs Trust?
Category: Tax
- Do You Ever Pay an Inheritance Tax in Oklahoma?
- Wills in Oklahoma [Infographic]
Category: Taxes
- Is an IRA Taxable As Part of an Estate?
Category: Uncategorized
- Priceless Lesson from a 43-Year-Old Index Card
- Larry Parman’s Brother, A Medical Doctor, Survives COVID-19 and Shares Important Lessons Learned in This Interview
- Estate Planning 101: Founding Attorney, Larry Parman, Explains What Stuff Your Estate Consists of Exactly
- Founding Attorney, Larry Parman, Shares a Personal and Insightful Message about the Coronavirus Situation and How the Firm is Handling It (click on the video below)
- “Who Shot J.R.?”: The Ewing’s Big Estate Planning Mistake to Avoid
- Little-Known and Fun Fourth of July Factoids
- Grants Provide Warm Meals to Homebound Elderly
- Three Reasons To Create A Revocable Living Trust
- Four Downsides To Conservatorship
- Top Mistakes When Creating A Trust
- Are There Different Kinds Of Asset Protection Trusts?
- How Do You Create A Durable Power Of Attorney?
- When to Invest in an IRA
- 4 Key Facts To Know About Inheritance Law
- Do You Need A Qualified Domestic Trust?
- Why Small Business Owners Need Help With Asset Protection
- Transporting The Cremated Remains of Your Loved Ones
- Happy Mother’s Day from Our Family to Yours!
- Four Reasons to Create Revocable Trusts
- Why Having a Baby Means It’s Time to Talk with an Estate Planning Lawyer
- Why A New Job Means It Is Time to Talk with an Elder Law Attorney in Overland Park
- Why A New Job Means It Is Time to Talk with an Elder Law Attorney in Overland Park
- Truly Protecting Minor Children Requires Preparing for the Unthinkable
- Why Wills are Such a Common Estate Planning Tool?
- What Happens to Assets When Creating a Trust?
- How Oklahoma Probate Law Affects You if You’re Waiting to Inherit
- The Reason Seniors Need to Know Oklahoma Medicaid Guidelines
- Oklahoma Residents are Advocates for Seniors
- How an Overland Park Trust Attorney Helps You Care for Disabled Relatives
- Benefits of Irrevocable Trusts
- Understanding Living Trust Benefits
- When is a Cash Gift Tax Charged & Who Pays?
- Medicaid Won’t Pay for Essential Therapy for Oklahoma City Nursing Home Resident
- Oklahoma Inheritance Law for Minor Children
- When is Setting up a Trust Fund for a Minor a Good Idea?
- What Should be Part of an LLC Operating Agreement?
- Oklahoma Retirement Community Raising Awareness of Alzheimer’s
- Is a Will Enough for Inheritance Planning?
- Why Contact an Overland Park Estate Planning Attorney When You Get Your First Job?
- Oklahoma Lawmakers Consider Changes to Medicaid
- When (And Why) Should I Open an IRA?
- What is the Definition of an Estate in a Will?
- Legacy Planning: How to Make Gifts to Charities
- Do Laws on Wills and Estates Matter If You Aren’t Wealthy?
- We Celebrate 30 Years of Serving You!
- How Trusts Help Protect Your Heirs
- So You’re an Executor of a Will. Now What?
- Winners of Our Client Appreciation Event Prize Give-Away Revealed!
- A Little Laugh to Get You Ready for Thanksgiving
- Understanding Estate Planning – Pour-Over Wills
- Attorneys-in-fact Understanding Estate Planning – Your Attorney-in-fact
- Understanding Estate Planning – Priority of Estate Debts
- Why You Might Need to Talk to an Elder Law Attorney
- Wills in Walmart?
- Understanding Estate Planning – What is a QTIP Trust?
- The Guardian and the Guardian Ad Litem in Estate Planning
- Free Report: Questions About Powers of Attorney in Oklahoma
- Beware: Tom Brokaw Does Not Set a Good Estate Planning Example
- Understanding Estate Planning – Being Asked to be an Executor
- Understanding Estate Planning – Debts Left by the Deceased
- Understanding Estate Planning – Estate Planning for Children With Disabilities
- Oklahoma Adoption Essentials: Types, Plans, Decisions
- Free Report: Estate Planning for Seniors in Oklahoma
- New ‘Granny Scam’ Preys on Elderly
- Understanding Estate Planning for the Family Pet
- Oklahoma Adoption Essentials: Process, Procedures & Options
- What Is the Oklahoma Annual Gift Tax Exclusion?
- Questions About Oklahoma Powers of Attorney: Options, Customizations and Limitations
- Questions About Oklahoma Powers of Attorney: Essential Concepts and Misunderstandings
- Oklahoma Medicaid Planning: What Can the Healthy Spouse Keep?
- Understanding Estate Planning – What is a Trustee?
- Test Form
- Baby Boomer Estate Planning Issues
- Free Report: Common Questions of Power of Attorney in Oklahoma: Part 1
- Financial Steps to Take When You Find Out You’re Pregnant
- Understanding Estate Planning – What is a Trust?
- Asset Protection and Planning for Farming Families
- Should You Use a Will or a Power of Attorney?
- Understanding Estate Planning – Inter Vivos Trusts
- I Don’t Want a Living Trust Because I Don’t Want to Lose Control Over my Possessions
- Merry Christmas!
- What Does a Revocable Living Trust Do Exactly
- Understanding Estate Planning – What is Elder Law?
- What is a Special Needs Trust in Oklahoma
- Should I Have a Durable Power of Attorney in Oklahoma?
- Should You Consider a Will Revival?
- Free Report: Why Would I Want a Revocable Living Trusts in Oklahoma?
- Understanding Estate Planning – What are Digital Estate Plans
- Happy Thanksgiving
- What Is Probate?
- The Do’s and Dont’s of Signing a Nursing Home Agreement
- Vanquish Estate Planning Vampires, Witches and Goblins
- Understanding Estate Planning Part 1 – Your Last Will and Testament
- What Happens to a Living Trust When One Spouse Dies?
- What Is the Veterans Aid and Attendance Special Pension?
- Does Medicaid Pay for In-Home Care?
- Stretching Your IRA for the Next Generation
- Beware! The VA Rules Are A’ Changing
- What Are the Disadvantages of a Medicaid Trust?
- Is Probate Always Required?
- FREE St. Patty’s Day Educational Event!
- Veterans Day Reminder About Aid and Attendance Special Pension
- Is There Any Type of Trust That Provides Asset Protection?
- Things You Should Discuss With Your Spouse Before You Retire
- Answers to Frequently Asked Questions About Social Security
- Free Report! Are Your Bank Accounts Safe?
- Small Increases Would Get Smaller With Chained CPI
- When is Ancillary Probate Necessary?
- Help for Heroes: Veterans A & A
- What is Probate?
- Studies Indicate Seniors Working Longer
- The Self Employed Must Plan Ahead for Retirement
- When and How Do You or a Loved One Apply for Social Security?
- Contribute to Hurricane Sandy Relief Efforts
- A Look at the Military Survivor Benefit Plan
- Social Security Change Being Implemented Next Year
- Does Working During Retirement Reduce Social Security?
- Brace Yourself for Ever-Rising Property Taxes
- Remember Your Websites & Social Network Identities
- Consider Taxes You Will Face During Retirement
- Oklahoma City VA Benefits Planning
- How Much Will You Receive From Social Security?
- Trim Down Debt As Retirement Nears With The Assistance of An Oklahoma City Retirement Planning Lawyer
- Retirement Planning: Expected Lifespan An Important Factor
- Long-Term Planning After Receiving An Inheritance
- Spousal Retirement Benefits
- Answering 401(k) Questions
- Elders Must Stay Focused To Prevent Falls
- Taking Action To Protect A Spendthrift
- Positive Lifestyle Decisions Can Equal Money In The Bank
- Probate Costs Can Take A Toll
- Reducing Debt Increases Retirement Spending Power
- Saving For Retirement
- Cost-Free Asset Transfer Possible With Zeroed-Out GRAT
- Some Social Security Details
- Working Longer Can Provide Advantages
- Navigating Probate
- Living Trusts At A Glance
- What Is A Pour-Over Will?
- Compartmentalized Retirement Planning
- Asset Protection: Your Attorney Can Help
- Valuable Social Security Information Readily Available
- Providing For Children From A Previous Marriage
- Buy-Sell Agreements Can Facilitate Smooth Succession
- Can You Collect Social Security And Work At The Same Time?
- The Internet Provides Opportunities For Elder Financial Abusers
- “Super-Committee” Eyes Medicare
- Will Budget Issues Delay Your Retirement?
- Elder Financial Abuse: A Growing Elder Law Concern
- Dogs Inherit $82,000
- Veterans Benefits Can Aid Retirement Planning Efforts
- Elder Law Matters To Keep In Mind
- Estate Planning For Partners In Small Businesses
- Your Probate Attorney Is Key To The Process
- Majority Of Public Against Social Security Cuts
- Is a 401k Right for You?
- A Retirement Plan For the Average American
- Avoiding Mistakes With Your Retirement Plan
- How to Increase Your Retirement Savings
- Why Limited Partnerships and LLCs Need to Be Reviewed
- Retirement Planning: Use Of Home Equity May Be An Option
- How To Increase Your Social Security Benefits
- Social Security 101
- Veterans: Long-Term Care Assistance May Be Available
- What Is A Charitable Remainder Unitrust?
- Small Business Planning: Buy-Sell Agreements
- Are Your Powers Of Attorney In Place?
- Elder Law & The Bigger Picture
- Livestock Branding Laws Refresher
- Life Insurance Basics
- Grandparents in the Role of Guardian for Grandchildren
- Early Withdrawal from an IRA During Recession
- Yes, There’s Funeral Fraud
- Variable Rate Annuities as a Retirement Income Option
- Managing Income Taxes in Retirement
- How Much to Withdraw from Savings in Retirement
- Estate Benefits of a Charitable Remainder Trust
- Can a Joint Account Avoid Probate?
- A Thrifty Retirement
- Who to Call After the Death of a Loved One
- About Special Needs Trusts
- A Trust for Blended Families
- Retirement Planning: Start Early To Maximize Potential
- The Importance of Making Funeral Plans
- Trustee Duties: Communicating with Beneficiaries
- The Basics of Hospice Care
- An Overview of Probate
- Do You Need a Retirement Account for Self-Employment?
- Benefits of a Lifetime Trust
- Choosing a Successor Trustee
- Is It Too Late to Protect Your Assets?
- How to Choose a Guardian
- The Benefits of a Revocable Living Trust
- Four Ways to Pre-Pay for Your Funeral
- What is Intestacy?
- Estate Planning for Your Business
- How Asset Protection Can Enhance Your Estate Plan
- Do You Need a Will If You Have a Trust-Based Estate?
- Is Life Insurance Part of the Probate Process?
- How to Choose the Right IRA for You
- Why You Need A Pet Trust
- Important Tax Deductions for Seniors
- How to Shorten Probate
- The Health Care Reform Bill’s Affect on Treatment of the Elderly
- Asset Allocation: A Disciplined Approach to Investing Money
- The Health Care Reform Bill’s Affect on Nursing Homes
- The Truth About Retirement Spending
- What Your Will Can’t Do
- How Much Does Probate Cost?
- Using Annuities to Boost Your Retirement
- Will A Pension Reduce Your Social Security?
- Do You Need An Asset Protection Trust?
- Long-Term Care Facilities: An Overview
- Are You Saving Enough for Retirement?
- Welcome to the Parman & Easterday Blog
Category: Veterans
- Are You Aware of the Veterans Aid and Attendance Pension?
- How Does a Veteran Qualify for Aid & Attendance?
- What Is the Aid and Attendance Benefit for Veterans?
Category: Videos
Category: Wills and Trusts
- Can I Contest My Husband’s Will?
- Parman & Easterday Trust Administration Tips
- Questions to Ask Yourself When Creating a Will
- What Is a Pour-Over Will?
- Do I Need an Estate Planning Attorney to Help Me Create My Will?
- Do You Need a Second Will?
- Contesting a Deathbed Will
- I Received a Crummey Notice. What Do I Do Now?
- Is a Trustee Entitled to a Fee?
- Is a Spendthrift Trust Right for My Estate Plan?
- What Constitutes “Undue Influence” in a Will Contest?
- How Do I Choose the Right Trustee for My Trust?
- Avoid These Mistakes When Making a Will
- What Is a Spendthrift Trust?
- What Type of Will Should I Create?
- Does a Trustee Get Paid?
- Things to Consider When Creating a Trust
- Top Situations When You Should Talk to Oklahoma City Trust Lawyers
- Why Might a Living Trust Work Better than a Will to Distribute My Estate?
- What Rights Do I Have As a Beneficiary of a Trust?
- Using an Incentive Trust to Maintain Control After You Are Gone
- What Happens to Assets If My Spouse Remarries after My Death?
- People Actually Included These Provisions in Their Wills
- Proving Lack Of Testamentary Capacity In A Will Contest
- What Can a Beneficiary Do If a Trustee is Non-Responsive?
- Top Living Trust Benefits
- Who Should Be in Charge of Your Child’s Inheritance Trust?
- Top 3 Reasons to Include a Living Trust in Your Estate Plan
- 5 Steps Involved in Creating a Trust
- Oklahoma City Estate Planning Attorneys Explain Why a Will Isn’t Enough
- How Do You Terminate a Trust?
- Why Do I Need a Pour-Over Will If I Have a Family Wealth Trust?
- How Overland Park Trust Attorneys Help You Protect Privacy
- Why Your Heirs Prefer Trust Administration to Probate
- A Living Trust Provides Privacy For Loved Ones
- Most Common Trust Mistakes
- Five Reasons To Create A Living Trust Today
- What If The Executor Of A Will Makes A Mistake?
- What If I Make The Wrong Trust Type?
- Three Circumstances In Which You Should Create A Trust
- Five Key Issues A Will Won’t Help You Plan For
- Who Administers a Trust?
- What Should You Expect As A Trust Beneficiary?
- Should You Agree To Be A Trustee?
- Do All Trusts Protect Your Assets?
- Should You Tell Your Kids if You’re Putting Money into a Trust for Them?
- Are Trusts Only for Wealthy People?
- Five Things You Miss Out on With a DIY Will
- Have You Reviewed Your Living Trust Lately?
- Have You Reviewed Your Living Trust Lately?
- Why Wills are Such a Common Estate Planning Tool?
- Are Living Wills Different from Regular Wills?
- What Happens to Assets When Creating a Trust?
- Have You Reviewed Your Living Trust Lately?
- Getting The Most Out of Your Last Will and Testament

Seminars

Popup Builder

Our offices will be closed on December 24th and December 31st.

Monday	9:00 AM - 5:30 PM
Tuesday	9:00 AM - 5:30 PM
Wednesday	9:00 AM - 5:30 PM
Thursday	9:00 AM - 5:30 PM
Friday	9:00 AM - 12:00 PM

Sitemap

Pages

Posts by category

Seminars

Popup Builder

Pages

Posts by category

Seminars

Popup Builder

Footer