Key questions to ask when doing your Oklahoma estate planning

Below are some of the key questions to ask when thinking about doing your Oklahoma estate planning:

• Who are you planning for? (self, spouse, children, grandchildren, parents, business associates, friends, charities)

• What do you have to plan with? (assets & liabilities)

• What plans have you already made? (existing contracts, will, other documents)

• How does the system work? (probate, federal and state transfer taxes)

• Who are you planning with? (The estate planning team of accountant, financial planner, attorney, life insurance advisor, trust officer)

You can find out more about Oklahoma estate planning by listening to my podcast series “Estate Planning Demystified here.

Oklahoma Estate Planning

Posted by Shawn Roberts

I write about and try to answer practical Oklahoma legal questions. I tend to focus on estate planning and business issues. I make a living as an attorney working for Resolution Legal Group in Oklahoma City. I am husband to Amy and the father of Sam and David. We live exactly in the path where the "wind comes sweeping down the plains."