Be Aware of How Your Assets are Titled When Using A Will For Your Estate Plan By M. Keywood Deese If you and your spouse are using a Last Will and Testament as the cornerstone […]
By M Keywood Deese, Senior VP & Trust Officer, Vision Bank, NA of Ada, Oklahoma Statistics reflect that over 55% of business owners die without a will, and that only 15% of family-owned businesses make […]
If you are the parent or grandparent of a disabled child or young adult, you have several special estate planning challenges. If the disabled child or disabled adult is receiving support from the state or federal government, they usually cannot have more than a small amount of assets held in their name. For example, if they have more than $2,000 in a checking or savings account in their name, this could threaten their government benefits. So how do you leave a gift or inheritance to that disabled heir without losing their government benefits? […]
Whether you plan to use a trust or a will as the center stone of your estate plan, the following list may help you avoid some common estate planning mistakes: […]
If you are the designated person given the responsibility to close a relative’s home, this article will give you insight as to the pitfalls and problems. You may be the executor of your mother’s estate or the trustee of her trust that owns the home. At her death or disability requiring she move, you may have to handle the following: […]
Estate Planning Issues for Women
(and other helpful business hints)
By M. Keywood Deese, Texoma LIVING WELL Magazine
Women, especially mothers, are usually the family member in charge of making sure everyone else takes care of themselves and does what they are supposed to do. […]
Estate Planning for the Family Business
By M. Keywood Deese, Texoma LIVING WELL Magazine
Statistics reflect that over 55% of business owners die without a will, and that only 15% of family owned businesses make it to the second generation. If you want to make sure that your business will succeed you, it is necessary to establish an estate plan to facilitate that process. […]
IT’S TIME TO REVIEW YOUR SIGNATURE CARD –
(AT YOUR BANK OR BROKERAGE COMPANY)
By M. Keywood Deese, Vision Bank, Texoma LIVING WELL Magazine
Most people do not remember the actual details of the account forms they signed when they opened a bank or brokerage account. Below is a list of terms that control who has access to the funds during your life or would receive the account at your death. […]
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