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Recent Articles

• Informal Business Entities Part II - General Partnerships (7/4/04)
• Informal Business Entities Part I - Sole Proprietorships (6/27/04)
• More Thoughts on Trusting Your Future to Trusts (6/20/04)
• Additional Opportunities with Trusts (6/13/04)
• Taking Maximum Advantage of Your Trust Opportunities (6/6/04)
• Administering Your Trust (5/30/04)
• U.S. Tax Court Supports Estate Planning Discount (5/23/04)
• The Hidden Winner in Every Game Show (5/16/04)
• A New Way of Looking at Divorce - Part II - A Better Way (5/9/04)
• A New Way of Looking at Divorce - Part I - How it is Now (5/2/04)
• Don't Get Too Cute with Your Estate Planning (4/25/04)
• Special Needs Trusts (4/18/04)
• Tax Incentives for Long Term Care (4/11/04)
• Revocable Trust Accounts and New Simplified Banking Rules (4/4/04)

Previous Articles by Topic

Estate & Tax Planning

• Estate Planning for the Terminally Ill (3/28/04)
• Keeping Your Estate Plan Current (3/14/04)
• Put Not Your Trust in Money, Put Your Money in Trust (2/29/2004)
• Discounting FLP and LLC Ownership Interests (2/22/2004)
• Estate Planning for Children with Special Needs (2/15/2004)
• Tax Court Upholds Validity of Discounts (1/25/2004)
• Gifting Your Taxes Away (1/18/2004)
• The Need for Pour Over Wills Even with Revocable Trusts (11/9/2003)
• Avoiding Probate at All Costs (11/2/2003)
• Tax Consequences and Other Issues Involving Joint Tenancies (10/19/2003)
• More Thoughts on Joint Tenancy (10/12/03)
• Joint Tenancy - Is it Right or Wrong for You? (10/5/03)
• Be Careful of Illegal Estate Planning Conditions (9/7/03)
• Estate Planning for the Terminally Ill (8/3/03)
• Disinheritance (7/27/03)
• Disclaiming Your Inheritance (7/20/03)
• What If I Do Nothing? A Brief Overview of Intestacy in Oklahoma (6/29/03)
• Estate Planning with Postnuptial Agreements (6/8/03)
• Delegating Health Care Decision Making (6/1/03)
• Sophisticated Estate Planning (5/25/03)
• Avoiding Conflict Over the Vacation Home (4/20/03)
• Estate Planning for Families with Young Children (4/13/03)
• Estate Planning for Single Parents (3/9/03)
• Estate Planning -- It's Not Just About Money (2/16/03)
• Estate Planning After Divorce - More Important Than Ever (12/1/02)
• Estate Planning Is More Than A Will (11/17/02)
• The Qualified Personal Residence Trust (11/10/02)
• Don't Wait Until The Last Minute For Estate Planning (11/3/02)
• Seminar On Estate Planning And Avoidance of Taxes (10/20/02)
• Another Twist On Estate And Medicaid Planning (10/13/02)
• Estate Planning And The Stock Market (9/22/02)
• An Easy Estate Plan -- Give It All Away (9/15/02)
• Final Thoughts on Estate Planning For Pets (9/8/02)
• More Estate Planning for Pets (9/1/02)
• Estate Planning For Pets (8/25/02)
• Pets Are Big News (8/11/02)
• Plan Your Estate Early (7/28/02)
• An Estate Planning Quiz Worth Remembering (7/21/02)
• Ask Questions When Planning Guardianship (6/16/02)
• Selecting And Compensating A Guardian For Your Children (6/9/02)
• Tax Court Decides Family Limited Partnership Is A Sham (6/2/02)
• More on Gifting & Fractional Interest Discounts (Part 2 of 2) (4/14/02)
• Gifting Strategies and Fractional Interest Discounts (Part 1 of 2) (4/7/02)
• Final Thoughts on Estate Planning (Part 5 of 5) (3/31/02)
• Some More Thoughts on Estate Planning (Part 4 of 5) (3/24/02)
• Additional Insights on Estate Planning (Part 3 of 5) (3/17/02)
• More Thoughts on The Importance of Estate Planning (Part 2 of 5) (3/10/02)
• The Importance of Estate Planning (Part 1 of 5) (3/3/02)
• Protecting Your Assets With A Credit Shelter Trust (2/17/02)
• The Need And Importance Of Having A Will (1/13/02)
• Estate Tax Changes: Now You See Them, No You Don't (12/16/01)
• Planning For Estate Taxes In 2002 And Thereafter (12/2/01)
• More on Dealing With IRAs In An Estate (11/25/01)
• Dealing With IRAs In An Estate (11/18/01)
• Making Gifts of Discounted Interests (11/11/01)
• Where There's A Will, There's A Way (11/4/01)
• Benefits Of Formal Business Agreements (10/28/01)
• Will or Living Trust -- Which Should It Be? (10/21/01)
• Private Foundations Provide Tax Benefits (10/14/01)
• Revocable Trusts And Deferred Annuities Make Estate Planning Easier (10/7/01)
• Understanding Durable Powers of Attorney (9/30/01)
• Powers Of Attorney Can Accomplish Estate Planning Goals (9/23/01)
• Planning Ahead Can Ease Health Care Decisions Later (9/16/01)
• Be Careful of "Deathbed" Gifts (8/5/01)
• IRS Can Not Ignore Family Limited Partnership In Valuing Gift (7/29/01)
• Congress Repeals Death Tax(?) -- The Final Edition (7/22/01)
• Congress Repeals Death Tax(?) -- Part IV (7/15/01)
• Congress Repeals Death Tax(?) -- Part III (7/1/01)
• Congress Repeals Death Tax(?) -- Part II (6/24/01)
• Congress Finally Repeals Death Tax -- Or Does It? (6/17/01)
• Is it a Will or a Trust or a Contract? (6/10/01)
• Estate Planning Important for Divorced Couples (5/13/01)
• Proper Planning With FLP's and LLC's Can Save Estate Tax (4/22/01)
• Income Tax Advantages of Family Limited Partnerships and Limited Liability Companies (4/15/01)
• Family Limited Partnerships and Limited Liability Companies Have Benefits for Estate Planning Purposes (4/8/01)
• Passing on the Family Owned Business (4/1/01)
• Reducing the Tax Bite on Family Owned Businesses (3/25/01)
• Transition Planning for the Small Farm, Ranch, or Business (3/18/01)
• Using Life Insurance as an Element of Your Estate Planning (2/11/01)
• Make Gifts as Form of Financial Planning to Avoid Taxes (1/28/01)
• Estate, Business Transition Planning for Farms, Small Business (1/21/01)
• Taking Care of Property Business Now --- Absolute Final Word on Joint Tenancy (1/14/01)
• The Next to Final Word on Joint Tenancy (1/7/01)
• Joint Tenancy, Boon or Bane (12/31/00)
• What Happens If I Die Without A Will? (12/24/00)
• Nibble on These Tax and Financial Tidbits with the Turkey (11/26/00)
• Oklahoma's Do-Not-Resuscitate (DNR) Consent Form (11/19/00)
• Learning More About Planning Your Estate (11/5/00)
• Estate Planning Techniques (10/22/00)
• Estate Planning is Not Just for the Wealthy (10/15/00)
• Focusing on a Personal Representative (8/6/00)
• Choosing the Right Fiduciary: Who Do You Trust? (7/30/00)
• Knowing Who to "Trust" After You are Gone (7/9/00)
• Understanding Trusts and Other Related Issues (7/2/00)
• Charities' New Approach is Win-Win Situation (6/11/00)
• Why Do People Resist Estate Planning? (6/4/00)
• Family Income Shifting Appealing to Many (5/21/00)
• Estate Planning Isn't Just for the Wealthy (5/14/00)
• A Trust Isn't a Cure-All For Every Problem (4/23/00)
• Advance Directive Could Be Worth Your Life (4/16/00)
• Living Trust Becomes Your Alter Ego (2/27/00)
• Trust Me (2/20/00)
• Why a Will? (2/13/00)
• Thinking of the Unthinkable (2/6/00)

Elder Law and Medicaid Planning

• Medicaid Qualification Through Planned Giving (3/21/04)
• More on Elderlaw Planning for the Middle Class (1/4/2004)
• Medicaid Planning?  You can do it, but is it right?  (12/21/2003)
• Elder Law Planning for the Middle Class (12/14/2003)
• The Elder Law Durable Power of Attorney - Part III (8/24/03)
• The Elder Law Durable Power of Attorney - Part II  (8/17/03)
• A Tool For the Elderly - The Durable Power of Attorney (8/10/03)
• Stay-at-Home or Nursing Home (6/22/03)
• Eldercare Issues - Helping Employees (6/15/03)
• Other Medicaid Planning Techniques (5/11/03)
• Some Tools for Medicaid Planning (5/4/03)
• Assistance for the Elderly and their Families (3/2/03)
• Maintaining Your Quality of Life, Dignity (2/23/03)
• Concluding Thoughts on Long Term Care Insurance (2/2/03)
• Long-Term Care Insurance Options and Cost (1/26/03)
• Long-Term Care Insurance Expensive But Well Worth It (1/19/03)
• Paying for Long-Term Health Care Coverage (1/12/03)
• Long-Term Deal A Must-Have For Seniors This Day and Age (1/5/03)
• Pondering The Issue of Long Term Institutional Care (12/29/02)
• Continuing on Medicaid Planning and Physical Condition (12/22/02)
• Continuing Retirement and Medicaid Planning (12/15/02)
• Medicaid Planning Can Save The Family Home (12/08/02)
• Elder Law And Medicaid Planning Revisited (8/4/02)
• Continuing Care Part of Plan for Future (10/29/00)
• More Thoughts on Caring for the Elderly (9/24/00)
• Medicare Regulations Require Smart Planning (9/17/00)
• Caring for the Elderly (9/10/00)
• Long Range Planning for the Elderly (9/3/00)
• The Financial View of Caring for the Elderly (8/27/00)
• The Questions Are the Easy Part (8/13/00)
• Planning Vital for Older Taxpayers (3/5/00)

Probate & Estate Administration

• Will Contests and How to Avoid Them (1/11/2004)
• Avoiding Estate Administration Conflicts and Confusion (8/31/03)
• Explaining Probate, Personal Reps and Other Legalities (11/24/02)
• How To Be An Effective Executor Or Personal Representative (10/27/02)
• More on Dealing With IRAs In An Estate (11/25/01)
• Dealing With IRAs In An Estate (11/18/01)
• What If I Fail To Complete An A-B Trust Split? (8/12/01)
• The Thrills of Non-Probate and Joint Tenancy Property (12/17/00)
• Revisiting the Probate Monster (12/10/00)
• The Probate Monster, What it is --- And Isn't (12/3/00)
• Probate Isn't the Monster It's Made Out to Be (4/30/00)
• How to Avoid Taxes When Transferring Property (4/9/00)

Financial and Retirement Planning

• Successful Retirement Planning (3/7/04)
• LLC Basics Part II:  Staying Organized! (2/8/2004)
• Financial Issues with Variable Annuity Products (2/1/2004)
• LLC Basics:  Get Organized! (12/28/2003)
• What Does the IRS Have in Mind for You?  (9/21/03)
• Random Financial Thoughts About This-N-That  (9/14/03)
• Exploiting the Elderly (7/13/03)
• Don't Be Scammed by the Nigerians (07/06/03)
• Additional Thoughts on Like-Kind Exchanges (4/27/03(a))
• The Gamut of Like-Kind Exchanges  (4/27/03(b))
• Estate Planning on the Internet (4/6/03)
• Beware of Trust Marketeers (3/30/03)
• Protecting Your Credit  (3/23/03)
• Financially Speaking-Or Who Can You Trust (3/16/03)
• Is It Time To Reconvert Your Roth IRA? (9/29/02)
• Final Regulations On Minimum Distributions From Qualified Retirement Plans (8/18/02)
• Retirement Planning For Professionals (5/26/02)
• IRS Revision of Retirement Plan & IRA Rules (5/19/02)
• Physicians Need To Plan, Too (5/12/02)
• In Spring, Thoughts Lightly Turn Toward....Retirement (5/5/02)
• Get Ready For Summer With A Retirement Checklist (4/28/02)
• Dealing with Death At A Younger Age (4/21/02)
• Debt Management (1/27/02)
• The New IRA Distribution Rules -- The Final Chapter (9/9/01)
• A Better Way For Stretching Your IRA (9/2/01)
• Making Your IRA Live Up To Its Potential (8/26/01)
• Revisiting The Effects Of The New IRA Rules (8/19/01)
• Thoughts on Buying, Financing a New Home (6/3/01)
• Additional Thoughts on Planning for Your Financial Future (5/27/01)
• Planning Now For Your Financial Future - Stocks, Funds, and More (5/20/01)
• Financial Advantages of Having a Younger Spouse (5/6/01)
• Protecting Assets with Proper Business Planning (4/29/01)
• The Final Word on the New IRA Rules (3/11/01)
• Immediate Annuities can Bridge Gaps in IRAs (3/4/01)
• More on Impact of New IRA Rules (2/25/01)
• New IRA Distribution Rules and How They Will Affect You (2/18/01)
• Contemplating Early Retirement -- If So, Read On (7/16/00)
• Individual Retirement Accounts Need to Be Managed (6/25/00)
• The Pros and Cons of Family Loans (6/18/00)
• Women in Financial World (3/19/00)
• Overcoming Indebtedness (3/12/00)

Special Needs Planning

• Planning And Using Special Needs Trusts (2/24/02)
• Special Needs Trust Helps those with Limited Resources (10/1/00)

Educational Planning

• Comparing 529 Plans With Other Educational Savings Plans (7/14/02)
• Benefits Of The 529 Education Plan In Oklahoma (6/30/02)
• Funding Your Child's Education With A Section 529 Plan (1/6/02)

Miscellaneous

• Financial Issues in Divorce (12/7/03)
• Divorce Issues - Divorcing a Member of the Military (11/30/2003)
• More Common Than You Think (11/23/2003)
• Finding the Hidden Assets (11/16/2003)
• Thoughts on Hunting Leases (10/26/2003)
• "Musts" for Marriage - A Look at Marriage Requirements in Oklahoma (9/28/2003)
• Is There A Right Of Privacy If Employee Uses Company Computer At Home? (10/6/02)
• Safe Harbor Reverse Exchanges Revisited (6/23/02)
• IRS Seizure Of Your Property (2/10/02)
• Divorce And What It Does To Real Estate Ownership (12/30/01)
• Actions To Take If Your Purse Or Wallet Is Gone (12/23/01)
• Beware of "Reverse Starker" Like-Kind Exchanges (11/12/00)
• Buy-Sell Agreement Can Help When Selling a Business (5/28/00)
• If a Company Cheats You, Don't Be a Victim (5/7/00)

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