Essential Small Business Compliance Checklist
Running a small business involves juggling many responsibilities. Among them, one of the most important is ensuring that your business...
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info812911
- Aug 9
- 2 min
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts (DAPTs) are a trending topic in financial planning. A DAPT is an irrevocable, self-settled trust that...
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info812911
- Jul 12
- 2 min
Medicaid Planning Considerations
Medicaid planning is a complex process, and there are several key points to understand when preparing your assets. Medicaid Asset...
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info812911
- Jun 14
- 2 min
How to Select a Successor Trustee
A successor trustee plays a crucial role in the management of your trust after your death or incapacitation. Here are four key points to...
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info812911
- May 17
- 2 min
A Stress Free Vacation Starts with Good Planning
Going on vacation is a fun and exciting time, but it's also a moment when you should consider the practicality and security of your...
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info812911
- Apr 19
- 2 min
Understanding Land Trusts in Oklahoma
What is a Land Trust? Oklahoma law specifically allows trusts to own real estate. At its core, a land trust is a legal agreement where a...
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info812911
- Mar 24
- 3 min
Top 5 Questions to Ask Before Hiring Your Estate Planning Attorney
Hiring a lawyer to help you create an estate plan can be one of the most empowering choice you ever make for yourself and your loved...
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