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

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, Cazes Roberts, PLLC in Oklahoma City. I live in Edmond with wife Amy and my two children, Sam (17) and David (9). We live precisely in the path of where the "wind comes sweeping down the plains."