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.
Friday, October 26, 2018 at 11:30am to 1:00pm
1313 W. Lindsey St. Norman
For the monthly Partners in Planning Lunch and Learn series, we are excited to have a nationally recognized guest speaker for the October Lunch and Learn.
Richard L. Randall, JD, CFP, CLU, ChFC, Chairman and CEO of the National Network of Estate Planning Attorneys, will be introducing the latest cutting-edge estate planning strategies to help clients create “plans that work” while helping our Planning Partners retain Assets Under Management. Rick speaks nationally on various estate planning topics such as Wealth Reception Planning Process™, Three Step Strategy Planning Process™, and retirement and estate plan integration.
For the special occasion we are having this lunch event at LEGENDS RESTAURANT on Lindsey Street in Norman. Please come and enjoy lunch on us and this rare opportunity to learn from the Chairman of the National Network of Estate Planning Attorneys.
Contact us to reserve your seat at the table:
405-364-2246
Trusts & wills
Here’s a story you wouldn’t believe if it weren’t true: a TV executive dies, leaving behind a multimillion-dollar estate - and a legal battle between his estranged wife and long-term partner. Properties across Europe.
·2 min read
Trusts & wills
Financial wellness is about more than building wealth - it’s about protecting what you’ve built. Too often, families assume that a simple will is enough to safeguard their future, only to discover its limitations when life throws them a…
·2 min read
Trusts & wills
When Rick and Susan drafted their estate plan 20 years ago, they felt an enormous sense of relief. They created wills, set up a trust for their kids, and designated guardianship in case anything happened to them.
·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.
