May 2015 Archives

Planning for a disabled child’s future with a special needs trust

Countless families across the United States care for disabled minor children and adult children. When making an estate plan, Oklahoma City residents who have a disabled child should take into consideration what will happen after they are gone. Who will make sure the child’s needs are met?

Choosing the right trustee

Many families dealing with their estate planning choose to go with a trust, rather than a will – or a combination of the two. If you are thinking about putting together a trust, you will need to appoint a trustee to ensure the terms of the trust are carried out according to your wishes. At Ball & Morse, PLLC, we have helped numerous Oklahoma City clients with their trust planning needs, and we understand the many different aspects that go into such a document.

Facebook, digital assets and estate planning

Many Oklahoma residents are aware of the importance of a solid estate plan. However, many may lack knowledge as to the specifics involved in such a plan. Sometimes, only the big, obvious assets may spring to mind -- the homes, cars, bank accounts and so on. For many, though, there are many other assets that come into play. Being aware of these assets and how and whether to include them in an estate plan can be of immense help.

What determines whether a will is valid in Oklahoma?

When Oklahomans begin to think about mortality and their legacy, they often want to make sure they leave something of value to their loved ones. Such desires, however, require wills that are clear and can be executed by personal representatives once the will makers have died. This seems straightforward enough, but very often the time between when a will is written and when it is executed spans decades. Significant changes can occur in such broad passages of time, and what may be intended at one point may no longer be applicable, possible or even desirable 30, 40 or 50 years later.

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