May 25, 2026 | Estate Planning
A successful Oklahoma City parent dies unexpectedly. Maybe they owned a home in Nichols Hills, Edmond, Deer Creek, Norman, or northwest OKC. Maybe they had rental properties, a closely held business, mineral interests, life insurance, retirement accounts, brokerage...May 16, 2026 | Estate Planning
Transfer-on-death deeds — often called TOD deeds — can be useful estate planning tools. But they are not magic. And they are not a substitute for a complete estate plan. A recent Oklahoma bill, House Bill 3500, is a good reminder of why. HB 3500 would have...May 11, 2026 | Estate Planning
Transfer on death deeds sound simple. That is exactly why so many Oklahoma families run into problems with them. On paper, a transfer on death deed (TOD deed) looks like an easy way to avoid probate. You sign a document, record it, and the property automatically...Apr 30, 2026 | Estate Planning
If you’re planning your estate in Oklahoma, you’ve probably come across two common tools: A Will and a Trust. At a high level, both are used to pass your assets to the right people. But they work very differently. And choosing the wrong one— or relying on only one —...Apr 28, 2026 | Estate Planning
When someone dies in Oklahoma, their assets don’t automatically transfer to their family. There is a legal process that has to happen first. That process is called probate. If you own real estate, rental properties, or other titled assets in your name, there’s a good...Apr 28, 2026 | Estate Planning
You die. Your rental properties don’t just “transfer” to your family. They get stuck. In probate. Which means: Cash flow can stop Decisions get delayed Properties can lose value while everything sits in court That’s the part most Oklahoma landlords don’t think about....