Making the Right Choice for What You Can’t Take With You
Will the Bull Stumble in 2014?
Trusts articles
HEMS To Live By
Joanna Murphy reviews how important language and communication are when it comes to estate planning.
It’s Better To Be Safe Than Sorry
David Stanley offers some helpful questions that we should be asking our financial advisors.
All Eyes On The Fed
Jim Arens discusses what the new year might hold for both stocks and bonds and whether the strong stock returns of 2013 are likely to continue.
Don’t Let Your Digital Assets Evaporate Into the Cloud
In this article, Melissa Taylor sheds light on a subject that has never crossed the minds of many, Digital Assets & Estate Planning.
Just How Safe Are Bonds?
In this article, Zac Reynolds shares his insights on the market and the safety of Bonds.
A Legacy of Wealth and Purpose
In Jamie O’Shields article, A Legacy of Wealth and Purpose, she provides helpful tips on how to make sure your family legacy is carried on… long after you are gone.
Tough Love
In his article, Tough Love, Bob McCormick shares his thoughts on how the possible change in Federal Reserve policy may affect interest rates and the stock market.
Why Establish a Trust?
In this article, Jean Kates shares her perspective, as a rancher’s daughter, on why establishing a trust is so important.
Are Your Assets Protected?
In this article, Michael Hairston discusses a variety of asset protection options to consider in this uncertain world.
Can Stocks Stay “In The Zone”?
With a strong first quarter for stocks, Cameron Turner explains the reasons and offers his thoughts as to what the future might bring.
Retire On Time
Don’t miss Paul Giehm’s timely article on four important principles.
Is Free Market Capitalism Fair?
“Success is not final, failure is not fatal: it is the courage to continue that counts.”
It’s All About Medicare
With the dawn of 2013, Jim Arens shares his thoughts on what the upcoming year may hold for the investment community and more importantly, for you.
Making Cents
In the December 2012 issue of Tulsa People
So You Think You’re Rational?
Cameron Turner’s article poses three questions to help you determine if you are a rational investor.
How Do You Spell Taxmeggedon?
Joanna Murphy describes the impact of these changes as they relate to investments and estate planning.
Avoiding A Fall Off The Fiscal Cliff
With the presidential election only a month away, the “fiscal cliff” looming at the end of this year, and the potential for significant increases in taxes beginning next year, investors are focusing on what might happen and what they should do about it.
The Retirement Myth
Two popular yet contradictory mindsets in modern culture say that you should love what you do and that you should strive to stop doing it as early as possible.
The Sword of Damocles: Funding the Living Trust
Jamie O’Shields writes about unfunded living trusts and the dangers of staying in the hot seat.
Preventing Exploitation of Elders
Jennifer May discusses a topic we all hope to never experience but need to be made aware of. Elder exploitation is no joke. Learn how to arm yourself and your loved ones.
IRAs: Why, When & How Often
Karen Ellis provides important guidance on when to withdraw funds from your IRA. While withdrawal may seem like an easy task, you may find yourself paying more in taxes than necessary.
Yes, We Can!
David Stanley clears up a common misconception some individuals have when they hear the name “Trust Company of Oklahoma.”
Family Wealth Preservation Trust
Protecting your assets from creditors may not be the first thing you think about when you wake up but all too often, people do not think about it at all until it is too late. Fortunately, in Oklahoma we have an attractive asset protection vehicle called the Oklahoma Family Wealth Preservation Trust (FWPT) that can help Oklahoma residents and non-residents alike. Read Lesa Creveling’s insightful article (originally published June 2006) on the benefits of this asset protection trust, its tax treatment and how it works in relation to federal bankruptcy law.
The Road to Trustee Hell is Paved with Good Intentions
Joanna Murphy discusses the challenges individuals face when serving as a trustee or as an executor of an estate. Being a fiduciary carries a tremendous amount of responsibility ranging from detailed record keeping to bill paying, from tax returns to investments. But don’t despair – Joanna also shares how having a corporate trustee such as Trust Company of Oklahoma can help ease the burden when filling this role, especially for friends and family.
Prosperity with a Purpose
Is there a purpose for your prosperity? In other words, what are you trying to accomplish with your wealth?
Planning & Caring for Children with Special Needs
Parents of children with disabilities are often faced with the challenge of providing a level of care most families never experience.
What About My Retirement?
When I retire, I plan to travel to exotic places, spoil the grandkids I hope to have someday and spend lots of time on the beach. I know these dreams won’t come true without some wise decisions on my part–many of which have to do with my retirement plan.
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