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Newsletter

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Kelli Bass | Sep 1, 2022

Monthly Update for Administration of Trusts and Asset Management.

It is our hope that our Monthly Update will be helpful for you to better understand the administration of trusts and asset management from the Trustee and

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Kelli Bass | Aug 1, 2022

Monthly Update for Administration of Trusts and Asset Management.

It is our hope that our Monthly Update will be helpful for you to better understand the administration of trusts and asset management from the Trustee and

Read More
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Kelli Bass | Jul 1, 2022

Monthly Update for Administration of Trusts from a Trust Administrator’s Perspective.

It is our hope that our Monthly Update will be helpful to you to better understand the administration of trusts from the Trustee’s viewpoint.

So What Does a

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Kelli Bass | Jun 1, 2022

Effective Estate Planning Beyond Tax Planning

We’ve started up our newsletter again!  We hope you are doing well!  

In the current estate tax environment, less than two-tenths of one percent of Americans

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Edmond OK 73013

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P: 405-241-1600
F: 405-241-1605

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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