Estate planning is one of the most important steps you can take to protect your family and your assets. Estate planning is about much more than preparing a will. A complete estate plan may involve a will, trust, powers of attorney, advance directives, beneficiary designations,...
Probate is meant to wrap up a person’s financial affairs and ensure their assets are properly distributed. But what happens if, months or even years later, you discover something that was missed? It is more common than you might think. Unclaimed bank accounts, mineral interests, forgotten life...
If you run a small business, chances are you work with vendors, freelancers, consultants, or service providers on a regular basis. Whether it’s marketing help, IT support, or operational services, having the right contracts in place can save you time, money, and stress. Two of the...
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 is that...
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...
