Below are some of the key questions to ask when thinking about doing your Oklahoma estate planning:
? Who are you planning for? (self, spouse, children, grandchildren, parents, business associates, friends, charities)
? What do you have to plan with? (assets & liabilities)
? What plans have you already made? (existing contracts, will, other documents)
? How does the system work? (probate, federal and state transfer taxes)
? Who are you planning with? (The estate planning team of accountant, financial planner, attorney, life insurance advisor, trust officer)
You can find out more about Oklahoma estate planning by listening to my podcast series ?Estate Planning Demystified here.
Oklahoma Estate Planning
Source: http://www.shawnjroberts.com/key-questions-to-ask-when-doing-your-oklahoma-estate-planning/
how to get ios 5 how to get ios 5 eric holder eric holder avengers trailer the avengers trailer the avengers trailer
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.