Work by and about the firm, published elsewhere. Every piece below appeared in Oklahoma's Senior News and Living and is reproduced here as they printed it, with their credit on it.
Avoiding probate is not the same as avoiding work. A funded trust still leaves deeds, claims, bills, and tax returns for someone to handle, and a named trustee may not know where to begin. Tamara explains how an asset roadmap and trustee training prepare families before they need them.
By Tamara Cain, for Senior News and Living
Read it on Senior News and Living OnlineMaking things easier for your family does not happen by accident. It takes a process: simplify, get organized, coordinate the assets with the plan, and prepare the people who will carry it out. Tamara describes how an Asset Review Report, trust funding, and a Family Orientation Meeting give children a roadmap.
By Tamara Cain, for Senior News and Living
Read it on Senior News and Living OnlineSharing a plan is about preparing people, not disclosing assets. Family members who know they were chosen, what is expected, and where to turn for help tend to serve more confidently. Tamara describes Family Orientation Meetings and compares the idea to players learning assignments before kickoff.
By Tamara Cain, for Senior News and Living
Read it on Senior News and Living OnlineChoosing the solution before naming the problem. People arrive certain they need a will, or a trust, or a power of attorney. Tamara does not start with documents, she starts with three questions.
By Tamara Cain, for Senior News and Living
Read the article as published PDFThe first of Tamara's monthly columns. Most people treat a plan as a project: gather, meet, sign, file it away. The documents stay the same; the family does not. What twenty years does to a plan nobody has looked at.
By Tamara Cain, for Senior News and Living
Read the article as published PDFTamara presented at the 77th Semi-Annual Collegium of the National Network of Estate Planning Attorneys in Hilton Head, on the difference between material wealth and the stories, traditions and values that travel with it.
Senior News and Living
Read the article as published PDFThe short version of the same story: who the three attorneys are, why the office is a house rather than a tower, and what the firm means when it says a plan is not one-and-done.
Senior News and Living
Read the article as published PDFSenior News and Living spent an afternoon at 1770 West Main and wrote the firm up as it actually is: a former family home, a kitchen-table conversation, and three OU Law graduates who have been doing this in the same town for three decades.
By Bobby Anderson, Senior News and Living
Read the article as published PDF
Oklahoma's Senior News and Living is an Oklahoma monthly covering the people, health and business of the state's older communities. Tamara's column, A Matter of Trust, runs in it every month. Each piece above carries their credit and opens as they published it.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
