Estate Planning

Established Tulsa Estate Planning Attorneys Help You Prepare for the Future

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TRUSTED FIRM ADVISES CLIENTS IN THE TULSA AREA ON WILLS, TRUSTS, AND CONSERVATORSHIPS

You never know what tomorrow might bring, but there are some inevitable aspects of life that you can prepare for to put your peace of mind at ease. For example, creating an estate plan will give you confidence knowing that even if something happens in life, such as an accident, there will be a plan in place for your legacy.

Oxford Lehr, PLLC helps clients in the Tulsa area and throughout Oklahoma plan for the future. We'll work with each client individually and ensure they feel confident in their decisions about how best to protect themselves, whether the estate is modest or more substantial.

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SKILLED TULSA LAWYERS PROVIDE COUNSEL FOR THOROUGH ESTATE PLANS

Estate planning is a necessary step to take for any family that wants their property, finances, and medical care protected. Planning medical treatment preferences and distribution of assets among heirs are typical considerations, and we also provide legal assistance for the following to create a comprehensive estate plan:

  • Will drafting, execution, and review
  • Living trusts
  • Advance healthcare directives (living wills)
  • Powers of attorney
  • Estate and gift tax issues
  • Guardianships and conservatorships
  • Choosing the appropriate executor

We know that every person has different concerns and goals for the future. That's why we work closely with each client to craft an estate plan matching their individual needs, goals, and priorities.

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THOUGHTFUL ATTORNEYS HANDLE WILLS, GUARDIANSHIPS, AND POWERS OF ATTORNEY

Having an estate plan in place provides instruction for the distribution of property after you've passed and serves as an instrument to carry out your decisions in the event you are no longer able to make them yourself. We provide legal assistance for the following:

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Wills

A last will and testament documents your final wishes for distributing your assets and is the primary method of leaving property to someone other than a blood relative.

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Trusts

Living trusts are an instrument that allow you to continue enjoying your property and assets while alive. Upon your passing, they are seamlessly transferred to your beneficiaries while avoiding probate. Trusts also allow for conditions to be placed on the assets, such as providing your heirs with an allowance rather than a lump sum.

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Advance Directives

Advance directives are a legal way to articulate your preferences for medical treatment and life-saving interventions. In addition, they can provide instructions on various matters, including who should serve as healthcare proxy (power of attorney) if you're incapacitated or have lost decision-making capacity.

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Guardianships

If you are the parent of minor children, it is essential that you choose a reliable and capable guardian in the event of your passing. You can name a guardian in your will, but they will need to be appointed by the court to serve in that capacity.

Having an estate plan in place provides peace of mind and security, knowing that your loved ones will be well cared for according to your wishes before you pass. The attorneys at Oxford Lehr, PLLC ensure your intentions are clearly expressed while delivering sophisticated guidance to minimize tax obligations, whether you are transferring assets to an heir or supporting philanthropic causes.

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