Nearly everyone has an estate. Your estate is made up of everything you own: your car, investments, checking and savings accounts, home, mineral interests or other real estate, life insurance, and other possessions. Some assets directed by your will or titled to your name must go through probate before they are distributed to your heirs.

What is estate planning?

Estate planning is not only the management and distribution of your assets in the event of your death. It also assists you in providing instructions for your care should you become incapacitated, can be used to identify a guardian for minor child(ren), outline the transfer of your business at your incapacity or death, and many other important considerations.

Trusted Oklahoma Estate Planning

We encourage families to consider estate planning as an ongoing process because family, financial, and legal circumstances can shift. We use considerable thought and effort to guide families as they chart an intentional course for their estates, including:

  • Making a will or a living trust.
  • Making health care directives.
  • Identifying a financial power of attorney and a health care proxy.
  • Naming a guardian for physical care or and/or to protect and manage assets for minor children.
  • Covering funeral expenses.
  • Making end-of-life arrangements.
  • And more.

Estate planning should be a priority for everyone who is of adult age, and especially for anyone who has children.  Estate planning is your opportunity to provide peace of mind to you and your loved ones during an otherwise painful, difficult and overwhelming time.

Call 405-602-8446 or contact me online to start planning your estate now.