Make Sure Your Family Is Taken Care Of
No one can predict the future, but you can prepare for it. An estate plan helps you make difficult decisions when you’re clear-headed and put strategies in play that maximize what you pass on to your heirs. We're focused on helping families like yours plan for the unexpected and ensure your assets are protected, your wishes are honored, and your loved ones are cared for.
Frequently Asked Questions
Estate Planning Blog
Learn more about wills, trusts, and other foundational concepts that are important parts of any plan for the future
Everything You Need to Know About 1031 Exchanges in Oklahoma
Real estate investors are always looking for ways to grow their wealth and minimize taxes. But they may not know that strategies like 1031 exchanges can also have estate planning benefits. Learn how to get the most from your 1031 exchange in Oklahoma.
Guardianship vs. Conservatorship vs. Power of Attorney: What’s the Difference?
Learn the differences between guardianship vs. conservatorship vs. power of attorney in Oklahoma so you can choose to pass decision-making power to the right person for the right reasons.
How to Avoid Probate in Oklahoma
The probate process can cause your loved ones stress and financial strain during an already difficult time. Learn how to avoid probate in Oklahoma and ensure your wishes are honored.
How Hiring Us Works
Meet & Greet
You tell us about your family’s needs and goals for the future. We answer your questions about the process and your options.
Review Options
We present the best ways to protect your assets and minimize tax implications, addressing difficult decisions in advance.
Make a Plan
Together, we create a comprehensive estate plan that ensures what you’ve earned goes to your loved ones.
Contact Us
Fill out the form below to schedule a free consultation and learn more about our estate planning services