Estate Planning for Parents: How to Protect Your Children’s Future
Protecting Your Child's Future Through Estate Planning As a parent, your top priority is ensuring your children are cared for, no matter what happens....
13 February, 2025
Blog/Newsletter
Understanding the Corporate Transparency Act: Reporting Requirements for Corporations, LLCs, and Limited Partnerships
If you own a Corporation, Limited Liability Company (LLC), or Limited Partnership, there’s a crucial upcoming requirement that you should know about. The Corporate...
06 November, 2024
Should You Include Digital Assets in Your Estate Plan?
In today’s digital age, our lives are more connected to technology than ever before. From social media accounts to online banking, we interact...
18 October, 2024
How Often Should I Update My Will or Estate Plan?
Estate planning is a crucial aspect of securing your family’s future, yet many people overlook the importance of regularly updating their estate plans....
06 September, 2024
5 Things You Can Do As A Father To Secure Your Children’s Future
Father's Day is a time to celebrate the invaluable role fathers play in their children's lives. It's also an opportunity to reflect on...
12 June, 2024
Oklahoma Introduces ‘Caring for Caregivers’ Tax Credit
In an effort to recognize the invaluable contributions of caregivers and provide financial relief to families, Oklahoma has recently implemented a new tax...
12 March, 2024
Millennials and Estate Planning: A Guide to Creating an Estate Plan During Your 30s and 40s
Estate planning is often considered a task for the older generation, but millennials in their 30s and 40s are increasingly recognizing the importance...
14 February, 2024
The Corporate Transparency Act: What You Need To Know
If you own a small business, you could soon be required to report ownership details to the federal government or face stiff penalties...
15 January, 2024
An Interview with Ultimate Project
In this month's blog post, Gary chats with Danny Patriquin, Executive Director of Ultimate Project. He shares a bit about how our partnership...
24 October, 2023
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