Estate Planning

Ensure the assets you leave behind are handled just the way you want.

We all have an estate. Of course, the size and complexity of it varies greatly from person to person, but the common thread is that plans need to be put in place to ensure it’s handled to your specific instructions. Now, what does that mean exactly? Well, the first word that springs to mind for most is inheritance. Who do you want to inherit your assets, and how do you want them to be distributed? But there’s so much more to estate planning than that.

There are obviously marital and custody rights to consider, and of course children and grandchildren. There can also be even deeper considerations if you own a business, and if your assets are considerable, the tax implications can be just as formidable. Our staff can guide you through all of this, giving you the peace of mind you deserve.

Let's Create a Better Financial Future . . .

Address

1901 SOUTH KELLY AVENUE,
SUITE 100, EDMOND, OK 73013

Email

Phone

405-843-6800

Securities offered through Dempsey Lord Smith, LLC, Member FINRA/SIPC. Advisory services are also offered through Dempsey Lord Smith, LLC.