Estate Plan, Wills, Trusts and other Protections

 

 

An Estate Plan insures that the right people get the right things at the right time; for example:

  • You want to make sure that there is somebody to take care of your financial affairs if you become unable to do so.
  • You may want your children to inherit money or property but also want them to reach a level of maturity before receiving their entire inheritance.
  • You may also want a trusted person to make health care and living choices if you are unable to make or communicate your wishes.

estate planning binderThis is done with using various tools, which may include:

Your goals may include:

  • Avoidance of:
    • Probate of your Estate
    • Court appointed Guardianship
    • Court trying to determine your wishes
  • Avoiding Estate Taxes
  • Business Transition
  • Protecting beneficiaries
    • Special needs
    • Trouble or dangers of receiving inheritances

 

By Richard Winblad

Richard Winblad is a lifelong Oklahoma City Metro resident with a law practice focused on Elder Law and Estate Planning. His practice focus helping seniors and veterans by giving sound legal estate planning advice including Medicaid Estate Planning and Veteran’s Benefit Qualification. In 1984, Richard graduated from OSU with an undergraduate degree in Business he later sought and earned a Law Degree from the University of Oklahoma in 1992. His practice is based in Edmond and is held in a beautiful pre-statehood home close to UCO at 102 E. Thatcher. He is president of the Oklahoma City Commercial Lawyers Association, a group that provides legal an ethical training for attorneys. He is also a member of “Lawyers with Purpose”, an organization that provides in depth training and support to attorneys who practice in the area of elder law. He received an AV Preeminent® rating by his peers through Martindale-Hubbell® Peer Review Ratings™. Dedicated to educating the public, Richard does workshops and presentations all around the state for professionals and laypersons. These programs provide vital information to our veterans and seniors as they look forward in planning living and financial needs that fit their desires.

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