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Estate Planning Insights
Practical advice and plain-English strategies to bypass probate, protect your business, and secure your family’s future inheritance.
LATEST STRATEGY IN FOCUS
Does Probate Actually Cost an Oklahoma Family?
Handing over a heavy binder of signed legal documents feels like the finish line of estate planning. But here is the dirty secret of the industry: a trust that is not fully funded with your assets is just an expensive stack of paper. To bypass probate, you must actually move your world into it.
Colby L. Robertson, J.D.
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Estate Planning for Blended Families in Oklahoma
Second marriages, stepkids, and kids from a prior relationship all change how an estate plan should be built. Here’s what blended families in Oklahoma need to think through.
By Colby L. Robertson, J.D.
Power of Attorney in Oklahoma: What It Covers and Why You Need One
Estate planning isn’t only about what happens after you die. A financial power of attorney decides who handles things if you can’t, while you’re still alive.
By Colby L. Robertson, J.D.
What Does It Mean to “Fund” a Trust? (And Why Unfunded Trusts Fail)
A trust that isn’t funded is an expensive stack of paper. Here’s what funding actually involves, and why we won’t let a plan end at signing.
By Colby L. Robertson, J.D.
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