Keeping a plan current
A Winning Game Plan
Across the country, families are gathering for Friday night lights, Saturday college rivalries, and Sunday afternoons spent cheering on their favorite teams.
·4 min readEstate planning
2021 Reader's Choice Nomination
This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
We have been nominated as Best Estate Planning in the Norman Transcript 2021 Reader's Choice Awards!
We are truly honored to be nominated and would appreciate your vote!
You are allowed to vote once per day until February 22, so if you find yourself with a little extra time during the snowstorm... give us some extra votes! 😉
Or you may Copy and Paste the link:
https://normantranscript.secondstreetapp.com/og/22745e09-ab4b-4bba-aec3-f974c89cec24/gallery/269987425
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More from Insights
Keeping a plan current
Getting started
Back to School, Back to Life: Why This Season Is the Perfect Time to Get Your Affairs in Order
As summer winds down, families naturally start getting organized again. Calendars come back out. Routines return. People begin thinking about the months ahead rather than just the weekend in front of them.
·5 min read
Family conversations
From Game Day to Life Planning: Why OU’s SEC Era Reminds Us to Keep Our Estate Plan Up to Date
If you've lived in Norman for very long, you've probably noticed things feel a little different these days. With OU joining the SEC, our city is stepping onto a much bigger stage. Game days are bigger. The spotlight is brighter.
·5 min read
Practical estate planning guide
The 7-Step Family Protection Workbook: Will Your Estate Plan Work When Your Family Needs It Most?
The workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
- The 7-Step Family Protection Workbook: free, a one-time download
- A Matter of Trust: a letter from Tamara about once a week, with workshop dates before they fill
- Written by Tamara, not by a marketing department