Category Archives: General
Protecting Real Estate and Rentals in Oklahoma: LLC and Trust Strategies That Reduce Lawsuit Exposure
Owning rental or investment properties in Oklahoma is a powerful wealth-building strategy, but it does come with legal risk. Tenant or visitor injuries, premises defects, disputes with contractors, and third-party claims can quickly turn a property into a huge financial liability. Insurance is not enough on its own. Many owners look into different ways… Read More »
How the 2025 Trust Code Changes Can Prevent (or Trigger) Litigation
In 2025, Oklahoma took a major step forward in trust law by adopting the Oklahoma Uniform Trust Code. This code brings clarity to a long list of trust concerns and modernizes trust administration, but it also means that those in charge of trusts must fully review these changes and know what their legal obligations… Read More »
Marriage, Business, and Blended Families: How to Protect Your Assets From Complex Life Events
Even a straightforward estate plan requires careful consideration of an individual’s goals, assets, and values. But when you add second marriages, blended families, and businesses into the equation, estate planning becomes even more complicated. This is why we recommend working with an Oklahoma estate planning lawyer who can learn about your goals and help… Read More »
Protecting Assets When a Loved One Has Special Needs
When you have a loved one with special needs, planning for the future is considerably more complicated due to federal and state regulations. This type of planning requires extensive financial foresight and an in-depth knowledge of the regulations that govern who does and does not qualify for Medicaid, SSI, and other state benefit programs…. Read More »
How to Shield Your Family Home from Long-Term Care Costs in Oklahoma
For most Oklahoma residents, the family home represents financial stability, a family legacy, and a place where thousands of memories have been made over the years. For many people, it is the single largest asset they own. Unfortunately, when a homeowner needs long-term care, their home may be at risk—and that’s why it’s important… Read More »
Does Your Loved One Rely on State Health Services? Now Might Be the Right Time to Set Up a Special Needs Trust
Caring for a child, sibling, or other family member with disabilities doesn’t stop at their day-to-day needs. You also have to think ahead and plan for anything that could happen in the future. Who will care for them if you pass away or can no longer do so? How will their government benefits be… Read More »
What Does Convenient Estate Planning Mean in 2025?
Uniform laws streamline important processes, standards, and requirements across multiple states. In 2024, the state of Oklahoma adopted several new acts that change how people plan their estates, what documents are needed, and how documents are stored. This makes it more important than ever to work with an experienced estate planning lawyer in Oklahoma… Read More »
The QDRO Timeline: When, Why, and How Fast You Should Act After a Divorce
When you divide your assets during a divorce, don’t be surprised if your retirement accounts are among the most in-demand assets you have to discuss. Retirement accounts are typically very safe assets that gain value steadily year after year. They largely determine how you spend your golden years, often making the difference between struggling… Read More »
How Oklahoma Families Are Protecting Their Homes From Medicaid Recovery in 2025
When you work your entire life to build an inheritance for your loved ones, you expect to be able to pass it onto them—not lose the entirety of it to your long-term care needs. But for too many Oklahoma seniors, this is exactly what happens. Medicaid estate recovery has caused too many hard-working Oklahomans… Read More »
How to Keep Your Business in the Family Estate Planning for Business Owners in Oklahoma
A thriving family business is truly something to be proud of—it represents years or even decades of hard work, plus the added labor of navigating family relationships. However, when it’s time for the business to pass to the next generation, it’s all too common for a lack of planning to cause the business to… Read More »
