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When considering an Estate Plan, there are many variables and considerations to take into account. Selecting an attorney with the skill and knowledge to ensure your plan is comprehensive and fully reflects your wishes is critical.
At Ball Morse Lowe, we offer comprehensive estate solutions – we take care of everything you need to ensure your legacy is protected and your wishes are met. This includes:
- Fully-funded trusts
- Wills
- Discussions on long-term care and health decisions
- Unique planning situations like special needs, business succession planning, and charitable giving
Our team utilizes technology to help us work more efficiently and focus on advising you with strategies that ensure your estate is completely accounted for.
Estate Plans Built for You
At Ball Morse Lowe, we believe that Estate Planning is for everyone – regardless of the amount or number of assets. Our work with you will result in a plan that’s crafted for you and takes into consideration all the complexities of your life circumstances and wishes.
Young Families
Estate Plans help you address critical questions like guardianship and education funding in the event of an untimely death.
Business Owners
Protect your assets, minimize taxes, and ensure a smooth transition of ownership to guard the business you built.
Single Adults
Even without children or major assets, your legacy still matters. Protect what you have and ensure your wishes are followed.
High-Net-Worth
Minimize estate taxes, safeguard from creditors and lawsuits, and other financial liabilities to protect and preserve wealth.
Blended Families
Adress complex family dynamics with a plan for clear asset distribution that minimizes potential conflict.
Retirees
Ensure peace of mind as you enter your later years. Prepare for care expenses and reduce the burden on your family in emergencies.
Our Team
Where does Ball Morse Lowe offer estate planning services?
Our estate planning team is equipped to offer estate planning services in all 77 counties in Oklahoma.
What kinds of estate planning services can I receive from Ball Morse Lowe?
We pride ourselves on our comprehensive approach to estate planning. Our estate planning attorneys find the best tools to use to manage and distribute each set of unique assets in your estate. We also offer a full suite of incapacity planning services, ensuring that your legacy is protected, even while you’re still alive. This comprehensive approach saves you and your loved ones time, money, and future heartache.
How much does an estate plan cost?
The cost of an estate plan depends on the complexity of an estate and what documents go into the estate plan; a simple will has a lower price point than a comprehensive estate plan.
We offer competitive pricing, but when considering your budget for estate planning, focus on value – a fully-funded trust that covers all aspects of your estate may cost more now, but will save your beneficiaries and loved one’s money, time, and frustration in the long run.
Is my estate large enough to need an estate plan?
An estate – the collective sum of all your assets – valued greater than $50,000 must go through probate and will benefit from at least a simple estate plan.
What can I do to ensure my wishes are adhered to while I am medically incapacitated?
Documents such as a living will or durable power of attorney can outline how your loved ones should handle your healthcare and assets if you are unable to do so yourself.
What is the difference between a will and a trust?
Both documents provide directions on how to distribute your assets after you die, and both utilize an administrator to do that. But a properly funded trust does not have to go through the probate process and can give details about what to do if you are incapacitated, while a will cannot.
Should I create a will or a trust?
The answer to this question will depend on the nature and value of the assets you own. For large estates, the answer is often both.