Serving on a nonprofit board in Oklahoma carries real authority and real responsibility. Financial oversight is not the treasurer’s job alone, and it is not something that can be delegated away to staff. When oversight fails, the board is often where scrutiny lands. The good news...
As June marks the halfway point of the year, it is the perfect time for individuals, families, and business owners to schedule a legal check-up. Just as annual financial reviews and medical checkups help prevent larger problems, a mid-year legal review can help you identify...
When you start or grow a business, the first people who believe in you are often the people closest to you. A parent offers to invest. A sibling wants to be a “silent partner.” A longtime friend says, “I trust you. Just tell me where...
Inheriting a home can be both a meaningful gift and a serious responsibility, especially when there is still a mortgage on the property. If you have recently inherited a house in Oklahoma, you may be wondering: Do I have to pay off the mortgage immediately? ...
Life does not stand still, and neither should your estate plan or business planning. Major life changes such as divorce, remarriage, and welcoming new children can significantly affect both your personal estate planning and the long term future of your business. Many people are surprised...
If you’re thinking about selling your business in 2026, now is the time to start preparing. Most owners underestimate how long the process takes, and how much value can be lost if you wait too long to get your legal and financial house in order. Whether...
The holidays are over, the decorations are packed away, and it’s time to turn the page to a new year. January is the perfect time to pause, reflect, and make sure your legal and financial affairs are in order. Whether you’re running a small business in...
As 2025 winds down, I’ve been thinking a lot about how this year unfolded for clients, for families, for businesses, and for those of us who spend our days helping people prepare for both the expected and the unexpected. There’s something about the rhythm of estate...
Small businesses are more than just storefronts on Main Street. They are the foundation of our economy. According to the U.S. Small Business Administration, small businesses make up 99.9% of all U.S. businesses and employ nearly half of the private workforce.[1] These entrepreneurs drive economic...
Here is a interview done with Canvas Rebel Magazine See full interview here ...