As you explore your estate planning options, you may be interested in establishing a trust to protect your assets or putting a guardianship in place to ensure your loved ones enjoy a bright and stable future, no matter what the future holds. At Outhier & Caruthers PLLC, we are committed to working with each client to articulate their estate planning goals. Once we’ve identified your concerns, we will help you put the necessary protections in place to keep your future and legacy protected, even after you are gone. Whether you are interested in learning more about our trust or guardianship services, we invite you to call us today to discuss your vision.
Our Comprehensive and Personalized Trust Services
When it comes to asset preservation, our experienced estate planning attorneys are well-versed in the various tools and strategies available to individuals and families throughout Oklahoma. There are trusts to address any number of financial situations and wealth preservation goals, such as:
- Asset protection trusts that include specific instructions regarding the timing and method of asset distribution (i.e., once a beneficiary reaches a certain age)
- Ireevocable trusts that cannot be altered after they are established
- Special needs trusted to ensure a beneficiary continues to receive the financial support they need while minimizing tax consequences and avoiding the possibility of losing critical government benefits
- Charitable trusts for those wishing to allocate assets to an organization of their choosing
Establishing a trust allows for the efficient distribution of assets while minimizing tax obligations, enabling you to exert greater control of how and when your assets are distributed. Call us today to explore your options.
Guardianships to Protect Your Loved Ones
As our loved ones age, they may become unable to care for themselves. Incapacitated individuals may no longer be able to make sound financial or medical decisions. Establishing a guardianship ensures that your loved one’s wishes and preferences will be documented and honored, even when they are unable to speak for themselves. The guardianship process can be emotionally and logistically challenging, which is why we’re committed to treating you with the compassion and care you need during this difficult time. Together, we will put the necessary legal protections in place to ensure that you and your loved ones remain safe, secure, and in control of their decisions.
