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.
CHANGE OF PLANS FOR 2016 OKTOBERFEST
We regret to announce that our plans to meet for our favorite event of the year, OKTOBERFEST, will not be this Saturday, October 22, as we originally had planned. We are looking for the next available date to hold OKTOBERFEST or another holiday themed gathering for our annual client appreciation event. We will provide details as soon as possible!
LEGACY WORKSHOP - November 22, 4PM
Join us on for "Legacy Building" exercises at this special event for our Estate Planners for Life™ members. We always enjoy working on these fun and meaningful activities with our clients. We intentionally scheduled this workshop during the week of Thanksgiving, in hopes that our EPFL™ members can bring friends and family from out of town along with them if any are in town visiting for the holiday!
Giving & legacy
Legacy giving goes beyond money, and these 10 things Oklahoma families can pass down this Thanksgiving show how an estate plan carries your values and...
·7 min read
Giving & legacy
A family Bible, a handwritten recipe, a well-loved piece of furniture. Learn how your estate plan can say who receives your heirlooms and share the...
·5 min read
Giving & legacy
A Father's Day Tribute from Cain, Cain & Janik This Father's Day, Cain, Cain & Janik, Estate Planners for Life, pays tribute to all fathers.
·2 min readThe 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.
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.
