COMPREHENSIVE ESTATE & FAMILY BUSINESS PLANNING

Estate Planning in Oklahoma

The estate planning process can be overwhelming, and you may not even know where to start or what questions to ask. When you craft an estate plan in Oklahoma, you can provide peace of mind for yourself and your loved ones, ensuring that your assets are distributed according to your wishes, and help minimize the potential for conflicts or disputes after your death with your loved ones.

• Control over your assets: An estate plan will allow you to control how your assets are distributed after death. Without an estate plan, Oklahoma's intestacy laws will determine who inherits your assets, which may not align with your wishes.
• Protection of family: An estate plan can include provisions for your spouse, children, and other loved ones, such as guardianship designations for minor children or a trust to provide for a disabled family member.
• Avoidance of probate: An estate plan will help your loved ones avoid the timewasting and very costly probate process. When assets are placed in a living trust, for example, they can pass to beneficiaries without probate.
• Minimization of taxes: A well-crafted estate plan will help minimize taxes on your assets, such as estate and gift taxes, allowing you to pass on your wealth to your loved ones.
• Peace of mind: When creating an estate plan, you can be confident that your wishes will be followed and your loved ones will be taken care of in the event of your death or incapacitation.

From simple to complex estate plans, the attorneys at Ball Morse Lowe will guide you in choosing an estate plan that will meet your needs and give you peace of mind. Our firm is devoted to providing each and every client with the resources of a large firm but with the individualized attention of a small practice. Learn more below. 

Who We Help

Determining what type of estate plan you need means we will need to know about your assets and your family.

• What type of assets do you own? Mineral rights, business interests, timeshares, retirement accounts, etc.
• What is the value of your estate (could your estate be subject to estate tax?)?
• Do you have a beneficiary who has special needs?
• Do any of your beneficiaries have a substance abuse problem?
• What are the ages of your beneficiaries?
• Do you own your own business?
• Are you in a high-risk profession?
• Do you support charities?

Our attorneys take the time to educate our clients and ask these questions and more to implement a comprehensive estate plan.

Contact Us For A Consultation

Arrange an initial consultation with one of our estate planning lawyers by calling Ball Morse Lowe, PLLC, at 405-701-5355 or by contacting our office by email. We serve clients in the Oklahoma City area and throughout the state from our offices in Norman and Oklahoma City.