Estate Tax Planning
Wealth Strategies
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Smart Families Plan Ahead

Smart Families Plan Ahead
Okalhoma Estate Law

Julia Nickerson

What does your family need?

Different families have different planning needs. Each is concerned with bringing order to their affairs as well as passing on their goals, values, and passion for life's important matters. Families of modest means need to provide for their physical and financial concerns, as well as long term care.

Families who are members of the great American middle class need to protect their hard-won assets, to use the tax laws to maximum advantage, and to ensure their children's inheritance.

Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth and the responsibilities they wish to pass on to their family members.

We collaborate with other attorneys, financial planners, accountants, stockbrokers, and insurance professionals in order to serve the specialized planning needs of individual families.

We can help

In addition to counseling and drafting wills, revocable living trusts, irrevocable life insurance trusts, powers of attorney, family limited partnerships, limited liability companies, asset protection trusts, charitable trusts and charitable foundations, grantor retained annuity trusts, special needs trusts, we also help our clients prepare for unexpected tragedies, health issues, disability or dementia. We strongly believe that when a crisis hits, you and your family should be in control of your assets without any court intervention.

We use sound legal techniques to keep our client's assets safe and their fundamental beliefs and legacies intact. Of prime importance to many of clients is the reduction of potential estate tax. We explain these techniques without using legalese—in a manner in which our clients are actually able to understand and appreciate.

We wrap our clients in an extraordinary experience–an experience that goes beyond the acceptable limitations and sets a new standard in our industry. We don't just prepare legal documents–we get to know our clients, counsel them, understand their hopes, dreams and fears–and after we understand their situation, and only then, do we draft needed legal documents.

Having trusted legal counsel to turn to is an extraordinary relief and benefit. Our clients and their families are clients for a lifetime. We take joy in serving the needs of our clients and look forward to speaking with you about how we may serve you and your family.

An Introduction to Long-Term Care Planning

Recent research has found that more than 70% of seniors over the age of 65 will need long-term care services and support at some stage of their lifetimes. What are your plans to pay for your care, if needed?

Learn more about Long-Term Care Planning ...