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Are Revocable Trusts the New Estate Planning Craze?
In my previous life, as a practicing estate planning attorney, I would often joke with clients who brought me their documents for review. When this review included a revocable trust, I would often ask the age (or retirement date) of their previous planner. As was the...
Estate Planning Advice: Why It’s Essential for Wealth Management
One of the best gifts my parents gave me was the opportunity to reach my personal and financial goals. Neither of them had a college degree, much less a graduate degree. But they worked hard, saved, and planned well, forming a foundation for me to build upon. Their...
Ensuring Your Estate Plan is in Order: Key Steps After Execution: A Valentine’s Day Gift That Keeps On Giving Part 2
BY: Kenny Brown, Jr, MBA |President of Argent Trust Oklahoma-Tulsa, Chief Operating Officer & Quin Swiney, J.D. |Assistant Vice President / Trust Administration, Argent Trust Oklahoma Creating and executing an estate plan is a crucial step in securing the future...
2024 Uncertainty Highlights Need for Estate Plan Flexibility
It's important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes. Originally published on Kiplinger.com January 22, 2024 There is something special about starting a new year....
How Regular Families Could Be Affected if Tax Cuts Expire
You don’t have to have a large estate to see a significant impact on your taxes once provisions in the 2017 Tax Cuts and Jobs Act sunset (if Congress doesn’t act). Originally published on Kiplinger.com January 03, 2024 Much will be written about the coming sunset of...
14 Rapid-Fire Estate Planning Tips
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death. Originally published on Kiplinger.com November 08, 2023 Have you ever...
What Do No-Contest Clauses Have to Do With Undue Influence?
No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence. Originally published on Kiplinger.com September 01, 2023 There are two ways to approach defending your last will...
When Your Legal Documents Don’t Mean What You Thought They Meant
From our colleagues at AmeriTrust: BY: Quin Swiney, J.D.| Assistant Vice President/Trust Administration, AmeriTrust Corporation BY: Kenny Brown, Jr, MBA | Senior Vice President, Chief Operating Officer, AmeriTrust In the popular movie The Princess Bride, one of the...
Does Your Trust Have an Environmental Indemnification Clause?
Trusts that include farmland, industrial or commercial property could have this clause, so it’s important to know what it means and why it's there. Originally published on Kiplinger.com July 21, 2023 I cannot say why some attorneys place an environmental...
In Estate Planning, Your Values Can Play a Key Role
Parents who want to maintain some control over an inheritance and promote their values after they’re gone can leave a portion, or all, of their estate in further trust. Originally published on Kiplinger.com June 27, 2023 Being a parent of five independently minded and...