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