Estate Planning Demystified Episode 3 – An Oklahoma Will or a Trust?

This is Episode 3 of Estate Planning Demystified. In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:

1. Who are the people I want to transfer my estate to?
2. What do I have in terms of assets?
3. Who do I want to care for me when I can no longer care for myself
4. Who will you choose to help make life-ending or
5. life-sustaining discussions?
6. What are the ages and the capacity of the people I give my estate?
7. W ho do I want to take care of my minor children?


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Posted by Shawn Roberts

On this blog, I write about and try to answer practical Oklahoma legal questions. My focus and most experience is in estate planning and business issues including Oklahoma non-compete law. I make a living as an attorney in the law firm I founded, Shawn J. Roberts, P.C. in Oklahoma City. I live in Edmond with my wife Amy and my two children, Sam (19) and David (11). We live precisely in the path of where the "wind comes sweeping down the plains."