Address: 861 E 33rd St, Edmond, OK 73013
We Will Be There When You Need Us the Most!
It’s not too late to plan ahead. Schedule a time to visit with your own afepi Estate Planning Professional now.
The Sky's The Limit
Estate Preservation And Protection Specialists
When someone says “trust” or “trust fund” you may imagine a well-to-do family in a mansion with decades of wealth passing from generation to generation. But there is nothing to stop you from protecting your assets with the same legal vehicles these families use, and it doesn’t have to cost an arm and a leg to do so.
You and your family can enjoy the benefits of a trust. And in most cases, it is the most effective way to eliminate or reduce inheritance taxes, gift taxes, capital gains taxes, income taxes and estate taxes. Not to mention you skip the probate fees and delays that come with passing your assets on to your heirs through a will.
Benefits of a Trust Include
- A trust will reduce stress on your family.
- A trust ensures your assets are distributed according to your wishes including to whom, how and when.
- A trust expedites the transfer of your assets without long delays and extra expenses.
- What’s the difference between a will and a trust?
- What’s the best thing I can do to protect my assets?
- Can you tell me how to set up a living trust?
- Can you tell me how a living trust works?
- How does a living trust work after death?
- What happens if I need to go in a nursing home?
- Is a living trust revocable?
We Are a Here To Help You!
We answer these questions for clients like you every day. Some are farmers, teachers, accountants, CEOs and hairdressers. We help people from every walk of life protect their assets (and heirs) from the stress and drama of probate – and in most cases, we do it for less than the majority of estate planning attorneys. Estate preservation is more than drafting trusts and wills and handling estates. We counsel clients and present practical, tactical plans and suggestions for the preservation and the tax-sensitive distribution of your assets to your beneficiaries. We are experienced estate planners, tax planners, and trial attorneys. We are with you for the long haul. It’s not too late to plan ahead. Schedule a time to visit with your own estate planning professional now.
James K. Worley
Founder and President
Frank R. McManus
Associate
The Faces Behind Our Success
Our Services include
- Revocable Trusts
- Medicaid Trusts
- Veteran’s Trusts
- Special Needs Trusts
- Children’s Trusts
- Power of Attorneys
- Healthcare Directives / Healthcare Power of Attorneys
- Review existing Trusts to ensure you and your assets are protected.
Our Objectives
- Eliminate Probate. (So much goes into this)
- Protect Special Needs Persons.
- Protect property from loss due to Nursing Home expenses.
- Retain family assets and property for up to 100 years.
- Help Veterans qualify for In-home Long Term Care funds.
- Reduce Taxes.
- Increase your Earnings.
- Decrease Investment Risks.
- Create GUARANTEED LIFETIME INCOME.
- Help beneficiaries process the Trust when that time comes.