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Solutions: Expert Estate Planning

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Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Professional Estate Planning

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Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help. You may feel that you're too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself.out the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

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In all cases, estate planning ends up saving your family lots of time, heartache and money. And we can help. We understand that every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships.

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We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

Develop an Estate Planning Strategy

Our experienced CPAs can help you...


  • checkbox-iconClearly define your estate planning goals.
  • checkbox-iconOrganize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • checkbox-iconEvaluate and recommend estate planning options.
  • checkbox-iconPrepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • checkbox-iconDecrease the problems and expenses associated with probate.
  • checkbox-iconLessen taxes at time of death.
  • checkbox-iconArrange for management of your estate in the event you are incapacitated.
  • checkbox-iconDraft a working plan for conserving and effectively managing your estate after death.
  • checkbox-iconTransfer the assets of your estate to heirs the way you want.
  • checkbox-iconOrganize fair and adequate liquidation of estate to cover taxes and other expenses.
  • checkbox-iconAmend your plan as needed.


You also get help with...


  • checkbox-iconLiving Wills and Trusts.
  • checkbox-iconLifetime Family Wealth Transfers.
  • checkbox-iconFamily partnerships and other business relationships.
  • checkbox-iconLeaving money to charities.
  • checkbox-iconPreparation for estate and trust tax problems. 


The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.


If you'd like more information about our estate planning services please complete the form below to setup a Free Consultation.

Ready to get started with your estate planning strategy?


We're happy to help!


Simply fill out the form and we will be in touch with you within 1-2 business days.


If you would like immediate assistance, please call our office at 405-759-2796.

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Free Resources

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