We believe that the best estate plans begin with well informed decisions made on our client’s part, and our part. This requires some mutual learning between us and our clients. Click the link below to learn more about how we get started…
Read MoreThe Empowered Estate Plan®
WHAT IS EMPOWERED ESTATE PLANNING® ?
It is the experience that everyone should have as they create and maintain their own estate plan.
Among other things, the process of creating…
Read More2019 Readers Choice Nominee!
Thanks to all of the wonderful people who love and support us, we have been nominated in Two categories in The Norman Transcript’s 2019 Readers Choice Awards!
Read MoreHappy New Year!
We are so exited for all of the things we have in store for our clients, friends, and colleagues this year!
Read MoreNetwork Chairman in Norman!
It was our privilege to host an educational lunch event for our local professional advisors with a special guest speaker all the way from Indianapolis! On October 26, Rick Randall, Chairman of the National Network of Estate Planning Attorneys joined us to share the latest in the world of estate planning…
Read MoreProfessional Advisors: Save the Date!
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. Not only that, but we will be having lunch at one of our favorite Norman restaurants!
Read MoreWhat is Proactive Elder Law?
We invite you to learn more about our new PRO Active Elder Law Program™. This program addresses the needs of our clients who are or will be facing challenges with advancing age or declining health.
Read MoreProfessional Advisors: 6 Reasons to Attend a Lunch & Learn
This year we are pleased to provide in-depth education on a variety of topics related to estate planning. Each Lunch & Learn event this year will have a different topic, sign up for as many as possible to get the most out of this unique opportunity!
Read MoreVote for Us!
We are one of the 5 nominees for Best Law Firm in the Norman Transcript's 2018 Readers Choice Contest! We are so grateful to all of our clients and...
Read MoreEducation for Clients: Funding "Refresher" Workshop
Please join us for a quick "refresher" course about our funding process. If you would like to learn more about our funding process, or if it has been a while since you were in the initial funding phase of our process and would like a few reminders, please join us!
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