Estate Planning That Works For You

As an estate planning attorney with over 15 years of experience in Oklahoma City, a great deal of my firm's estate planning clients come through referrals. Many CPAs, financial advisers, fellow attorneys and other clients I represent send friends and family to me. Not only do I have a firm understanding of estate planning, but I also make sure you understand too, and take the time to explain complex concepts in simple terms.

Taking The Time Needed

Before taking any action, I learn about your concerns and your unique family situation. I then provide the best available options for achieving your goals in the most cost-effective manner. Having worked with large numbers of families facing challenging financial circumstances, I know what steps to take. I will keep you fully informed regarding any necessary steps to take, and can offer clear and accurate predictions as to outcomes.

Putting The Estate Planning Tools To Work For You

Mistakes in the estate planning process are often costly.

  • A plan is not complete if one overlooks certain contingencies in the plan's creation.
  • Money may be lost due to improper administration or the failure to shelter income from taxation.
  • Likewise, if specific language is missing from estate planning documents, assets may be subject to improper or incorrect transfer.
  • More importantly, the lack of a comprehensive estate plan can result in transfer of money or property in ways you never intended.

It's important to remember that no two legal situations are alike. Therefore, individual planning is needed to create an estate plan that best fits your circumstances.

With over 15 years of legal experience, I am able to provide you with a number of different options that will suit your situation.

I routinely prepare wills, trusts and powers of attorney for individuals and families. I provide a number of probate and estate administration services as well.

A significant portion of my practice involves business succession planning when a small-business owner decides to relinquish leadership of the company. When misunderstandings arise and a court appearance is needed, I am ready. I know that careful preparation and planning can help avoid expensive and time-consuming litigation.

An Estate Planning Lawyer Serving Oklahoma City

I am passionate about estate planning and elder law, and I provide the kind of personal, able and informed representation the residents of Oklahoma City need. To set up an initial consultation with me, email me at Crain & Associates, PLLC. You can also call me direct at 405-486-9794.