Estate Planning & Probate

 

One of the great misconceptions about estate planning is the notion that it is only for the wealthy and big business owners. In truth, much of what most people think or hope will be passed on to their family may not actually reach them without clear planning.


Whether you have a small estate or a large estate that needs sophisticated tax planning, Newton, O’Connor, Turner & Ketchum can assist you in developing or modifying a plan to meet your needs. By listening to you and understanding your goals we design an effective and efficient plan to accomplish your objectives.


The core of estate planning is to plan for the management of our clients' financial affairs during their lifetime and for the orderly passing of the clients' estate to their heirs at the time of death.  Estate planning can involve:

  • Wills
  • Living Wills
  • Advanced Directives
  • Trusts
  • Charitable Gifting
  • Asset Protection
  • Planning to minimize estate taxes
  • Powers of Attorney


Estate planning may also include consideration of beneficiary designations and/or distribution options on retirement plans, life insurance and other accounts, as well as reviewing how assets are managed.

Chief among the things we do at Newton, O’Connor, Turner & Ketchum is to provide you with peace of mind.

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2700 Bank of America Center, 15 West Sixth Street, Tulsa, Oklahoma 74119-5423. Telephone: 918.587.0101. Facsimile: 918.587.0102
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