Life & Estate Planning
Estate planning has two very basic aims: making certain that after your death your property will be disposed of according to your wishes; and protecting against estate “shrinkage” brought on by state and federal “death taxes,” expenses of estate administration, lack of estate liquidity and other causes.
Let us assist you in developing an estate and life plan.
Just below are several brochures and a couple forms we offer as a guide to developing and finalizing your wishes regarding your life and estate. At the bottom of this page you can choose which forms or brochures you would like for us to mail to you. Please consult with your attorney and/or financial planner to finalize and secure your documentation.
When the Time Comes
This brochure has been written to assist spouses in preparing for life without their marriage partner…to be ready “when the time comes” not only to handle the details and decisions that follow a spouse’s death but also to deal with financial and practical matters – in short, to resume the business of life as quickly and effectively as possible.
Your Living Will
Most thoughtful people give consideration at one time or another as to whether they would want life-sustaining medical treatment continued, or artificial nutrition and hydration maintained, if they were unconscious and had no chance of recovery from an accident or illness. No question could be more personal. The purpose of this brochure is simply to suggest that you make your own wishes known, in writing, before the need arises. You can do so through a power of attorney for health care and a “living will.”
A Legacy in Trust
Trusts are designed to protect you and your family and future generations. There are revocable and irrevocable trusts. Advantages of trusts are trusteeship, avoidance of probate, consolidation of assets, smooth transition of estate properties and a peace of mind.
The Art of Gift Planning
Gift planning is an art that combines financial planning, estate planning and tax planning techniques to enable friends to make gifts of surprising significance, often with dramatic tax and financial rewards. The need for careful planning becomes clear when people consider the basic questions involved in making an important gift: What should I give; how should I give; when should I give; and are there special purposes my gift should accomplish?
Planning for Women
Every woman needs an estate plan, whether she owns large amounts of property or little, whether she is head of a large household or has no dependents. Good estate planning means, at a minimum: making certain that after your death your property will be disposed of according to your wishes; protecting against estate “shrinkage”; taking steps to protect beneficiaries and make your wishes known.
The Gift Annuity
A charitable gift annuity is an extra-ordinary way to make a gift, increase your income and slice your tax bill – all in one transaction! Our charitable gift annuity program was created as a service to our many friends who have expressed a desire to make a gift of significance, while still retaining income from the gift property during their lives.
Oklahoma’s Advance Directive
This form allows you, if you are 18 years of age or older, to inform physicians and others of your wishes to provide, decline or withdraw life-sustaining medical care and…continue reading
We also can provide forms for residents of Texas, Arkansas, and Kansas. You choose below.
This form lets your family and doctors know:
Who you want to make health care decisions for you when you can’t make them.
The kind of medical treatment you want or don’t want.
How comfortable you want to be.
How you want people to treat you.
What you want your loved ones to know.