Why is Estate Planning Important

Nov 17, 2022 ... Sue also counsels clients on asset protection and probate avoidance issues and modification of irrevocable trusts. For more information, please ... Oklahoma law provides for distribution of your estate in additional situations, all depending on the identity of your legal heirs. Special rules apply if you ... tax or estate planning objectives. Gift Planning. Bequests. Bequests. You may ... This site is informational and educational in nature. It is not offering ... “Recently my husband James and I attended an estate planning informational presentation by Nicole Wipp at Independence Village of White Lake. It was the ... This guide is intended for informational purposes and is not a substitute for a professional advisor. Please consult with a legal, financial and/or tax ... ... Estate and Tax Planning solely for general informational purposes. The website and Journal are intended to provide a better understanding of estate and tax ... ... information as possible about these offers. The Pitch. Estate and financial planning solicitations often begin with an invitation to an “informational ... Take Advantage of Free Financial Planning Workshops! Workshop. Find a Workshop Near You If you are interested in attending a live in-person workshop or ... Completed, these documents are a valuable tool to bring with you to your meeting with your estate attorney. Having this information on hand will save you time – ... This packet is provided as part of the Estate Planning Workbook offered by Mortel Law, PLLC. The receiving of this document does not constitute an attorney ...