It Is Time To Start Considering Your Estate Planning

Do you want to specify exactly where your assets will go after you pass away? Do you want to avoid the probate process? Do you want to be sure that your assets are not given outright to a minor or that your young children are responsibly taken care of – money wise?

Whether you are single, are married, have children or have fur children, our goal is to make sure your surviving spouse, surviving children and surviving animals are provided for as you see fit. This can be done with an array of estate planning techniques.

Please call our office at 405-840-1874 and schedule an appointment with our team to explore your options for accomplishing your estate planning wishes.

Avoiding Probate Requires You To Plan Ahead By Creating A Trust

No, the rumor is not true. You do not need a million dollars in assets to establish a trust for your property and assets. There is no measure of worldly goods that you must meet to create your trust. You can provide for the care of your minor children, pets, a loved one with special needs or other family members and avoid probate with the help of a trust.

There are many different types of trusts, including:

  • Revocable trusts
  • Irrevocable trusts
  • Medicaid asset protection trusts
  • Veterans asset protection trusts
  • Trusts for those with special needs
  • (d)(4)(A) trusts
  • Third-party supplemental needs trusts
  • Charitable trusts
  • Settlement protection trusts
  • Pet trusts

At Donna J. Jackson & Associates, PLLC, our team is highly experienced and dedicated to using our knowledge to provide you with a customized trust unique to your circumstances.

What Other Tools Are Useful For My Estate Planning Needs?

Protecting your legacy and helping you clearly communicate your wishes to your family is our primary purpose. If a trust is not right for you, we can discuss whether a transfer on death deed for your real property is best.

We will also help you draft legal documents to specify who can write checks on your behalf, who can doctors talk to and ask medical questions about you, and who can get access to your medical records. We will draft and explain documents such as:

  • Durable power of attorney
  • Financial power of attorney
  • Health care power of attorney
  • Advance directives
  • OkPOLST form

These documents help instruct others of your desires on who you have selected to act in your stead and in your best interest while you are alive.

Other estates may benefit from a transfer on death deed for real property matters.

Do Not Wait For Another Season To Contact An Estate Planning Lawyer

Before crisis takes over, you can take control. Establish a sound plan for distributing your assets, providing for your family, or nominating guardianship responsibility for your minor children. Let our experienced team help you protect all that you have worked hard for during your life. Email or call Donna J. Jackson & Associates, PLLC, in Oklahoma City at 405-840-1874.