Sep 16, 2026 | Estate Planning
Many people come to me with the desire to keep their real estate in the family. It may be an Oklahoma family farm that has been passed down for generations. It may be rental properties they have spent decades acquiring in Oklahoma City. Or it may simply be a house or...Aug 17, 2026 | Estate Planning
If you’ve heard the phrase “Trump Accounts” in the news lately and wanted to know more, this article is for you. This article will provide an overview of what these accounts are, how they work, and who qualifies for them. However, I must stress one...Jul 8, 2026 | Estate Planning
If You Own Rental Property in Oklahoma, You’ve Probably Heard This Advice “Put your rental properties into a living trust so your family can avoid probate.” There is truth to that advice. Under Oklahoma law, a properly funded revocable living trust...Jun 29, 2026 | Estate Planning
An Oklahoma parent leaves a substantial inheritance to an adult daughter. The money was meant for her. Not her future spouse. Not her future ex-spouse. Not a divorce lawyer. Not a fight in court years later. Just her. At first, everything looks fine. She later gets...Jun 28, 2026 | Estate Planning
We have previously written about using a Power of Attorney in Oklahoma for various purposes. Sometimes, a person may need a POA for a real estate closing. An example would be an emergency situation where a married couple needs to sell their house, but one spouse is...Jun 23, 2026 | Estate Planning
A power of attorney is supposed to make life easier when someone cannot handle important decisions alone. But when the document is done wrong, it can do the opposite. A son walks into the bank trying to help his mother pay bills after a stroke, and the bank refuses...