Oklahoma Estate and Business Succession Planning
David A Walls PLLC helps Oklahoma families and businesses control their legacy
I believe everyone needs a will or trust. A good estate plan involves consideration of spouses, children, grandchildren, business partners, employees and favorite charities, among other things. What about pets and treasured possessions such as antique cars and guns?
A well thought-out estate and business succession plan works like a roadmap for all the stakeholders in our lives. It takes into consideration what would happen in the event we become temporarily or permanently disabled. And it lets us make critical decisions rather than some stranger who knows nothing of our wishes.
For more insight see Wills and Trusts: In Plain English
Take control of and invest in your legacy. Contact our offices today to set up a no-obligation consultation.
Estate Planning
- Last Will & Testaments
- Revocable Living Trusts
- Charitable Giving Programs & Trusts
- Generational Skipping Trusts
- Family Limited Partnerships & Limited Liability Companies
- Financial Powers of Attorney
- Durable Powers of Attorney
- Advance Health Care Directives
Business Succession Planning
- Family and Closely Held Businesses
- Business Valuation
- Business Continuity and Transfer
- Business Sale / Liquidation
- Wealth Transfer Planning
David Walls discusses estate planning on radio show
The Enriched financial radio show airs on KOKC AM 1520 and FM 95.3 and is hosted by financial advisors Karl Eggerss and Oliver Norman. David Walls was interviewed on their show on April 9, 2022 which focused on estate planning and business succession planning.
During the show, David dispelled a number of myths surrounding estate planning and shared several real-life examples of estate planning problems to avoid.
If you have a family and/or own a business and you don't have a will, estate plan or business succession plan, this show is for you. Invest an hour in yourself and learn some simple steps you can take to protect your family and/or business.
Topics Covered in the Show
- Steps for dealing with sudden wealth like winning the lottery, receiving a settlement or large severance
- Common myths and misunderstandings about wills and estate plans
- Beyond money, other things to consider in an estate plan
- How to deal with wealth if you've never had it before
- Dealing with new found relatives and friends who want your money
- How to protect your business when you are no longer around
These are just a few of the topics covered in only 54 minutes. If you have questions about estate planning, this is a great starting place to get those answers.
