Leave a Rich Vein, Not a Legal Drain: Estate Planning for Oil & Gas Assets
We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
Oil & Gas articles
Knowledge Is Power
Professional guidance can pay dividends when it comes to examining your oil and gas assets.
A Leader’s Legacy – Saying Farewell to Tom Wilkins
Recently, Thomas W. Wilkins retired as CEO of Trust Company of Oklahoma after 30 years serving our clients. He will remain as Chairman of our Board of Directors and the values he has instilled in all of us are his strongest legacy.
Subzero Oil Prices and the Storage Problem
U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?
Outlast The Storm
You can’t control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.
Tax Day Delayed To July 15
As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.
Our Response To COVID-19
Our offices are open and our services continue uninterrupted. Read more.
SECURE Act Significantly Impacts Your Retirement Planning
If you have an IRA heading into 2020, here’s what you need to know about the new tax law and how it may impact your retirement and estate planning.
Doing the Limbo
Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.
Bob McCormick Hits the Open Road
Our colleague is taking an early retirement at the end of the year. Although we don’t normally announce retirements in this publication, it is important to note a few of Bob’s lasting impacts on us, his colleagues.
Where There’s a Will…
What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.
Upside Down
Making Sense of the Recent Yield Curve
The Fiduciary Rule: What It Means For You
We have served our clients with a fiduciary duty since our founding in 1981.
Staying on The Yellow Brick Road
Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa’s article.
Beyond Our Borders: Why You Should Be Investing in International Markets
It is important to invest in international stocks. Here’s why.
DPOA: A Document With Super Powers
A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.
Playing Hoops With the IRS
Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.
“Drill, Baby, Drill”
The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?
Tough Times for Oil Producers
Belt-tightening is taking place all across the oil and gas industry, impacting Oklahoma families.
Handling Overlooked Mineral Interests of Deceased Owners
Here in Oklahoma, families hold mineral interests, often for generations.
The Oil & Gas Industry in Oklahoma
Many do not realize that gasoline accounts for less than one-half of the products made from a barrel of crude in the U.S
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