Estate Planning
Failure to properly plan for the administration of their estates is one of the most costly financial mistakes one can make.
Estate planning involves three distinct stages:
The determination of the needs and goals of clients; The creation of tools and documents that can achieve those goals; The administration and enforcement of those tools and documents to carry out your intentions.
There is no one size fits all solution to estate planning; I take the time to understand my clients' goals so that the appropriate methods can be utilized to effectively accomplish those goals. If you have questions regarding estate planning, please call me today to schedule an appointment.
It is natural that many people are concerned about who will take care of their day-to-day needs should they become unable to do so. A durable power of attorney can address this concern and insure that a trusted person will be able to handle affairs should the client become impaired or incapacitated.
End of life medical care decisions can also be provided for through the drafting of an advanced health care directive. Clients who wish to provide for such contingencies also find it comforting that they can appoint a person to make end-of-life decisions on their behalf, should that need arise.
Ancillary probates are probates filed in Oklahoma on behalf of a deceased person that, while they resided outside this state, maintained real estate or mineral interests here. I have handled probates in Oklahoma state courts to settle real property or mineral interests that a probate estate maintains within the State.
Please contact me if you are in need of personal, confidential, and professional estate planning or probate services.