Oklahoma estate planning is a process that organizes and arranges for the disposal of an estate. The estate planning process encompasses more than simply directing the ultimate disposition of assets. An estate plan should protect against paying unnecessary taxes and costs and ensure that someone you trust is able to make financial and health decisions for you if you are unable to do so.
Carlson & Copeland, PLLC estate planning attorneys accomplish these objectives by creating several estate planning documents: a simple or complex will, a revocable trust, an advance directive for health care, a durable power of attorney, and others (such as irrevocable trusts, charitable remainder trusts, charitable lead trusts, etc.) for more complex needs.
You worked hard to build your legacy – a comprehensive, customized estate plan allows your legacy to be remembered and celebrated.
Please call us at (405) 701-1994 to schedule a no obligation consultation. Our offices are open from 9:00 a.m. to 5:00 p.m. Monday through Friday. We are also available for appointments outside of those times.
A solid estate planning foundation created through the use of a complex or simple will, a revocable trust, a power of attorney, an advance directive for health care, charitable giving strategies, family limited partnerships, and irrevocable trusts (such as life insurance trusts) can save estate, gift, and GST taxes, as well as reduce or eliminate a lengthy and costly probate proceeding.
We help people create an effective plan in the event they are incapacited before they pass away. Unfortunately, incapacity can strike anyone and effective planning with a durable power of attorney can avoid a costly, cumbersome court supervised guardianship or conservatorship of your property. An advance directive for health care ensures that your medical wishes are carried out by your doctor or that someone you trust makes important medical decisions for you when you’re unable to do so.
We assist with the unique need of integrating small business succession planning with your retirement and estate plan. Passing control and ownership of an Oklahoma small business to the next generation often requires business planning, income tax planning, and estate planning. Carlson & Copeland, PLLC tax, business, and estate planning attorneys can help transfer control and ownership of your business to protect what you’ve worked hard to create.
If you plan on selling your business to fund retirement or another goal, Carlson & Copeland, PLLC’s tax and small business planning experience will be invaluable. We can help integrate your planned small business sale with your estate plan, structure the transaction to save you income taxes, and protect the proceeds.
Financial Planning Integration
We partner with our client’s financial advisors and accountants to ensure that our client’s estate plan is coordinated with their financial and retirement goals.
An Oklahoma pet trust allows you to include your pets in your estate plan. You can leave money to provide care for your pet, designate a person to care for your pet, and specify the type of care your pet is to receive. A pet trust is an excellent addition to the estate plan for any pet owner.
Let an Oklahoma Estate Planner Help You
Carlson & Copeland, PLLC’s estate planning attorneys, Patrick R. Carlson and Josh Copeland, carefully examine your estate and listen to your wishes. We then work with you to make sure the plan reflects your values and wishes. Oklahoma estate planning requires careful consideration of your options. Let the estate planning attorneys at Carlson & Copeland, PLLC guide you through the process.