We are one of the 5 nominees for Best Law Firm in the Norman Transcript's 2018 Readers Choice Contest!  We are so grateful to all of our clients and...

Please join us for a quick "refresher" course about our funding process.  If you would like to learn more about our funding process, or if it has been a while since you were in the initial funding phase of our process and would like a few reminders, please join us!

At our 2017 Annual Client Meeting sessions we discussed our Estate Planners for Life (EPFL) Program™, and how it has grown in the past few years to become exceptionally efficient in creating and maintaining estate plans that really work.  If you missed our 2017 Annual Client Meeting please see the description of the Orientation Meeting below.  

Our Estate Planners for Life™ Program will kick off the year with the 2017 Annual Client Meetings. Some of our colleagues in the National Network of Estate Planning Attorneys choose to refer to their similar series of meetings as Annual Family Reunions. I did not fully appreciate why they did that when Tammy and I first joined the Network in 2009. I do now...

CHANGE OF PLANS FOR  2016 OKTOBERFEST...

If you’re like many people today, you want to know more about the Social Security program and the benefits it provides you during your retirement years...

This is the time of the year that Tammy, Mitch, Shelly and I are anxiously awaiting the return of Estate Planning Review Worksheets (EPRWs) from those of you who are scheduled to update your estate planning documents this year...

This is the time of the year that Tammy, Mitch, Shelly and I pause to reflect on our past year and consider as a team what worked well in our formal maintenance and update program and what we would do differently next year... 

"We are very proud to offer meaningful legacy building opportunities to our clients.  Legacy building goes above and beyond the legal and technical aspects of creating an estate plan."