For the monthly Partners in Planning Lunch and Learn series, we are excited to have a nationally recognized guest speaker for the October Lunch and Learn. Not only that, but we will be having lunch at one of our favorite Norman restaurants!

We invite you to learn more about our new PRO Active Elder Law Program™. This program addresses the needs of our clients who are or will be facing challenges with advancing age or declining health.

This year we are pleased to provide in-depth education on a variety of topics related to estate planning. Each Lunch & Learn event this year will have a different topic, sign up for as many as possible to get the most out of this unique opportunity!

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...