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Estate Planning

Peace of mind is sometimes hard to come by in these difficult economic times. A careful and well laid estate plan can provide peace of mind not only for you, but also for your loved ones when you are no longer able to do so.

The Oklahoma estate planning attorneys at Self, Morey & Associates are ready to assist you with all of your needs. Proper estate planning includes planning for financial, physical and medical needs, including the possibility of incapacity, disability and even death. Estate planning may be achieved through the use of wills, trusts, advance directives, powers of attorney, advance directives to physicians and designations of guardian. Let the Oklahoma law firm of Self, Morey & Associates, help you navigate the complex tax and legal issues necessary for proper estate planning. Whether you are doing advance preparations, or need estate planning representation to protect your rights, contact the firm today to schedule an initial consultation.

One of the most common estate planning tools is a will. Primarily, a will provides how a person’s property is distributed upon their death. Wills may also be used to designate preferences for guardianship of minor children, as well as other important matters. Oklahoma law has narrowly tailored rules regarding the content and validity of wills. For example, to be valid, a will must be signed and witnessed in accordance with very specific requirements. Also, precise language is necessary when providing for an heir who may be entitled to a “forced share.” Your unique concerns about your estate may not be well addressed by mass produced will kits. A customized will drafted by an experienced attorney at Self, Morey & Associates will help you gain peace of mind, not only for yourself, but also for your family.

Advance Directives (Living Wills)
An advance directive, which is also sometimes referred to as a living will, is a document to guide and give legal authority to others to act on your behalf when you can no longer do so. Like a traditional will, there are very specific technical requirements which must be met in order for these documents to be valid.

Estate Tax
All the careful planning in the world may not be enough to protect your estate unless it is coupled with proper tax planning. Certain estate transfers can lead to taxable events if they’re not planned for and effectuated properly. The Oklahoma estate planning lawyers at Self, Morey & Associates are ready to develop a customized plan for your needs.

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