We are not the right firm for everyone, and that is by design. We do our best work for families who value relationships, who have something worth protecting, and who want a plan that lasts. Here is who that usually is.
We are not the right firm for everyone, and that is by design.
Families protecting a legacy
Mom-and-pop families who have built something real and want to keep it in the family, protected from probate, from taxes, and from the risks the next generation will face. The heart of what we do.
Business & land owners
Owners of operating businesses, farm and ranch land, real estate, and mineral interests, where succession and complexity demand a plan engineered for it. Our LPP Plus was built for you.
Families facing the cost of care
Adult children arranging care for a parent, and retirees worried about long-term-care and nursing-home costs. Our Elder Protection Plan preserves what a lifetime of work has earned.
Academics & professionals
Faculty, physicians, and professionals who value expert advice and want a plan as thoughtful as the life they have built. Many find us through a trusted advisor or CPA.
The moment usually finds you
Most families do not wake up thinking about estate planning. Something changes, and suddenly it matters. If any of these are true for your family, now is the right time for a conversation.
- A retirement on the horizon
- The sale of a business or land
- A health scare, or a loss in the family
- New grandchildren
- A child's divorce
- A move to, or from, Oklahoma or Texas
The families we serve, in one room
Several times each year our clients gather to learn more about their plans and to see each other. These are the families we were built to serve.
Schedule a Right Fit Call
Whether your family is one we can help
The situations families come to us with most often, and how we think about each of them.
Do we need an estate plan if we do not have a large estate?
Yes, and the reason has little to do with money. An estate plan names who raises your minor children, who can make a medical decision for you, and whether your family spends months in probate. Oklahoma law answers all of those questions for you if you do not, and it answers them generically. A modest estate with children at home is one of the strongest cases for planning we see.
We own a family business. What happens to it if something happens to us?
Without a succession plan, a business usually becomes the hardest asset in the estate to hold together. Ownership can end up divided among heirs with different intentions, operations can stall while authority is unclear, and value built over decades can be lost in the handoff. Our LPP Plus is built for exactly this, including farm and ranch land, mineral interests and multiple entities.
How do we protect an inheritance for a child who is not good with money, or whose marriage worries us?
This is one of the most common reasons Oklahoma families choose a trust-centered plan. A properly designed trust can hold a child's inheritance rather than handing it over outright, which means it can remain protected if that child later divorces, faces a lawsuit, or struggles to manage money. The inheritance stays in the bloodline instead of leaving the family.
We have a blended family. Does that change the plan?
It changes it significantly, and this is where generic documents do the most damage. Oklahoma's intestacy rules treat a spouse and children from another marriage very differently than a first-marriage family, and an unexamined plan can accidentally disinherit either your spouse or your children. Blended families need the sequence spelled out deliberately, which is exactly the kind of question we work through before drafting anything.
One of our children has special needs. Can they inherit without losing benefits?
This needs careful drafting, because an outright inheritance can disqualify a person from needs-based benefits they depend on. Planning for a family member with special needs is a specific discipline rather than a clause added to a standard trust, and it is worth raising early on a Right Fit Call so we can tell you honestly how we would approach it for your family.
We already have a plan from another attorney. Will you look at it?
Yes. Plenty of families come to us with documents that were drafted correctly years ago and have simply gone out of date, and sometimes the honest answer is that a few updates will do. A Right Fit Call is the place to start that conversation. If we are not the right firm for your family, we will tell you that too.
More questions are answered on our estate planning FAQ, or ask us yours on a Right Fit Call.