succession planning

I. Introduction• Purpose: Explanation of a streamlined estate plan designed to avoid probate without using a trust.• Key Benefits: Minimizes court involvement, simplifies asset transfer, reduces costs, and ensures faster distribution of assets.• Limitations: Not ideal for complex family situations, larger estates, or beneficiaries with special needs or disabilities. II. Core Components of the PlanA. […]

In Oklahoma a simple form called a Transfer on Death Deed allows the owner of property to pass it on to another person without a Will, Trust or probate court.  (I’ll occasionally use the abbreviation TODD in this post.) Help with Trust, Trustee and other Deeds Click Here Here is how the Transfer on Death […]

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