UNIQUE ESTATE PLANNING SITUATIONS IN OKLAHOMA

Unique Planning Situations

In addition to comprehensive estate plans, the experienced attorneys at Ball Morse Lowe, PLLC assist clients who may have unique planning needs or situations. Every client and family is different, and our estate plans are designed to meet your unique needs. We understand that estate planning is not a one-size-fits-all process. Recognizing the uniqueness of each client's situation, our approach is tailored and adaptive, ensuring personalized solutions for complex and diverse needs. Our experienced team meticulously analyzes each scenario, ranging from the management of family businesses and handling of international assets to the incorporation of philanthropic goals or special needs trusts. We prioritize clear communication, ensuring that our clients are fully informed and involved in every step. By blending our legal expertise with a deep understanding of our client's specific circumstances and goals, we craft bespoke estate plans that provide peace of mind and secure legacies for generations to come.

Do you need additional estate planning services?

If one or more of these situations applies to you, you may fall under one of the categories mentioned above and benefit from our additional planning services for unique planning situations:

• Is your estate likely to be subject to estate tax at your death?
• Do you wish to include charities as part of your estate plan?
• Are any of your beneficiaries receiving needs-based government benefits?
• Is your Individual Retirement Account or 401K valued over $400,000?
• Are you in profession that is at high-risk for litigation?
• Are you a business owner or entrepreneur?

Contact Us For A Consultation

Schedule a consultation today with one of our experienced estate planning attorneys to determine what type of planning is right for you. 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. Our team of attorneys will work with you to take the right steps to preserving your assets for your family.