A Will or a Trust, What’s Right for Me?

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February 21, 2017

A Will or a Trust? What is right for me?

February 21, 2017 at 6:00 pm - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond,United States
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It is difficult to know how to get started making an Estate Plan.  This workshop will provide you with the basic understanding of how the pieces fit together.  Topics will include Wills, Trusts, Powers of Attorney, Probate, and Advanced Healthcare Directives.  There is no cost or obligation for attending.  Seating is limited so be sure to reserve your spot.

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April 6, 2017

IRAs, 401ks, TSPs, Spouse’s and Kid’s Inheritance

April 6, 2017 at 6:00 am - 7:00 pm
MAC Center, Mitch Park, 2733 Marilyn Williams Drive
Edmond,United States
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In this workshop you will discover why just using a beneficiary designation may lead for trouble for your kids or your spouse.  Discover how to extend the tax deferred benefits of an IRA, 401k or TSP.  Learn how to protect this asset from creditors and predators such as divorcing spouses.

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May 4, 2017

Planning with Disabilities or Special Needs in Mind, Free Online Event

May 4, 2017 at 10:00 am - 10:45 am
Online Web Event, 102 E. Thatcher St
Edmond,OK73034United States
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Discover how a Special Needs Trust can avoid a disastrous mistake made all too often. Every penny and benefit is valuable to those who are not able to provide income form themselves. If someone receiving governmental income or benefits inherits they may lose that safety net if not properly structured.

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June 2, 2017

Is your Estate Plan Airworthy? You may need an Aircraft Trust

June 2, 2017 at 10:00 am - 10:50 am
OnLine Event, 102 E. Thatcher St
Edmond,OK73034United States
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Why consider an Aircraft Trust? http://winbladlaw.com/events/category/aircraft_trust An aircraft needs special consideration in the Estate Plan. Federal regulations control how an aircraft is registered.  An aircraft trust must meet the FAA citizenship requirements before registration is permitted. If FAA process is not followed, the aircraft will not be in the trust and probate may be required. Your aircraft trust should work with the other parts of your Estate Plan. This is an Online Event     You will also receive: [caption…

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August 3, 2017

Powers of Attorney & Advanced Healthcare Directives

August 3, 2017 at 1:00 pm - 2:00 pm
Healthy Living OKC, 11501 N Rockwell Avenue
Oklahoma City,OK73162United States
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Powers of Attorney Everybody should have a Power of Attorney.  However, nobody should just have a Power of Attorney.  Let me explain.  These are complicated and misunderstood documents.  Often clients bring me a Power of Attorney thinking that everything is set.  All too often what they have does not provide the chosen agent with the powers to accomplish what is needed.  This could be because it requires actions of a third person to become effective.  Sometimes the powers granted are…

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A Will or a Trust, What’s Right for Me?

August 30, 2017 at 12:00 pm - 1:00 pm
Healthy Living OKC, 11501 N Rockwell Avenue
Oklahoma City,OK73162United States
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Discover how a Will and Trust are alike and how they differ. This Estate Planning Class will cover basics of how each of the most common and needed elements of an estate plan work together.  We’ll cover how a Will and a Trust Work.   There will also be a discussion about Powers of Attorney and Advanced Directives.  The presentation lasts about one hour.  With plenty of time for questions and answers. You will also learn what happens if you…

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