Our Stories

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How to get Started

We believe that the best estate plans begin with well informed decisions made on our client’s part, and our part. This requires some mutual learning between us and our clients. Click the link below to learn more about how we get started…

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The Empowered Estate Plan®

WHAT IS EMPOWERED ESTATE PLANNING® ?

It is the experience that everyone should have as they create and maintain their own estate plan. 

Among other things, the process of creating…

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Happy New Year!

We are so exited for all of the things we have in store for our clients, friends, and colleagues this year!

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Network Chairman in Norman!

It was our privilege to host an educational lunch event for our local professional advisors with a special guest speaker all the way from Indianapolis! On October 26, Rick Randall, Chairman of the National Network of Estate Planning Attorneys joined us to share the latest in the world of estate planning…

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Professional Advisors: 6 Reasons to Attend a Lunch & Learn

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!

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