We’re always looking for ways to connect with our community and give you the information you need to make smart estate planning decisions. If you’ve been thinking about starting an estate plan or just have questions that you’d like to have answered, here’s a few ways to do just that:
March 21st, 2:00 – 4:00pm OR 6:00 – 8:00pm – Oklahoma City, OK – How New Law Changes Impact Your Estate Plan
Join Us For This Free Client Education Event! We’ll discuss the new tax laws that impact your estate plan as well as new developments in Medicaid, VA Aid, Incapacity Planning and more! Learn about the provisions that every trust should have (but most don’t!) and find out how to position your money to take advantage of growth opportunities without adding unnecessary risks.
Held at the Courtyard by Marriott. Attendance is free. Call our office to reserve your spot!
March 26th, 5:30pm – Edmond, OK – Are You And Your Family Properly Protected?
We’ll have an expert estate planning attorney speaking in Edmond, OK on the important aspects of a good estate plan. Sponsored by Touchmark at Coffee Creek, you’ll learn the best strategies to protect your family’s money, well-being and peace of mind. We’ll talk about long-term care, incapacity, power of attorney, Medicaid and much more! Attendance is free – call (405) 562-9144 to reserve your seat.
March 28th, 6:00 – 8:00pm – Lawton, OK – How to Keep Uncle Sam, Opportunistic Creditors, Lawsuits and Long-Term Care Costs from Pick-Pocketing Your Family’s Hard-Earned Money!
Hosted by Smith & Sons, join us for this FREE education program where we’ll discuss how to minimize taxes, protect your business and personal finances from potential lawsuits, plan ahead for retirement, avoid the long and often expensive process of probate and much more!
Held at the Lawton Country Club, attendance is free. Call our office to reserve your spot!
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- Lessons Learned From the Estate of Zappos Multimillionaire Tony Hsieh - September 13, 2022
- Are You Aware of the VA Aid and Attendance Pension? - September 8, 2022