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Insights on Estate Planning and Beyond

Explore our blog for invaluable information on estate and financial planning — including updates on estate law, protecting your assets, and details about our estate planning workshops.

Defeating the Enemy: Why Procrastination is Your Biggest Obstacle in Estate Planning

Discover why "doing it later" is your biggest obstacle in estate planning and how simple it is to take the first step towards peace of mind.

Rod Yancy

June 9, 2025

Rod Yancy

April 7, 2025

How Tariffs Can Indirectly Influence Estate Planning

Uncertain about how tariffs could impact your future wealth transfer? Proactive estate planning may help shield your legacy from the negative economic effects of trade disputes.

Rod Yancy

March 31, 2025

The 2025 Guide to Secure College Savings for Grandchildren

Estate planning offers powerful tools to help grandparents fund their grandchildren's education in 2025.

Rod Yancy

March 24, 2025

Future Proof Your Legacy: Estate Planning for Uncertain Times

A comprehensive estate plan, encompassing both tangible assets and intangible legacies, provides crucial security and clarity for your loved ones during uncertain times.

Rod Yancy

March 14, 2025

4 Proactive Strategies for Navigating a Recession

These four essential strategies, from portfolio reviews to mental resilience, will equip you to navigate potential economic downturns.

Rod Yancy

March 10, 2025

The Wise Investor: Stoic Investing in 2025

Discover how ancient Stoic principles can empower you to focus on reason and minimize impulsive decisions amidst modern market turbulence.

Rod Yancy

March 3, 2025

Tax Season & Estate Planning: Two Sides of the Same Coin

Instead of just tackling taxes, why not leverage this time to also secure your family's future? Consider how your current assets will translate into your legacy, and if your estate plan truly reflects your wishes.

Rod Yancy

February 24, 2025

The Power of Fiduciary Advice in Estate and Financial Planning

Protect your financial and legal future. Discover why choosing a fiduciary—a legal and ethical guardian of your best interests—is the right move.

Alec Spring

February 21, 2025

Staying Safe in a World of Scams: A Financial Advisor's Perspective

Familiarize yourself with common scams targeting your credit cards, bank accounts, and personal information to protect your finances in today's digital world.

Katherine Parmer

December 15, 2024

Top 5 Estate Planning Attorneys in Tulsa, OK

Estate planning is essential for protecting your legacy, ensuring your loved ones are cared for, and planning for the future.

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