Family Legacy and Wealth Counsel, PLLC

10/12/2022

An interesting gift idea!

For remembrance of pets and people

08/28/2022

Be mindful! Loan forgiveness may require the reporting of income in an equal amount.

As we enter tax season, borrowers should keep in mind that in some cases, student loan forgiveness may be taxable. In other cases, it may not. And in 2022, the issue is more complicated than ever. Here’s an overview.

01/31/2022

If you are in need of N95 masks, they are available for free at several local pharmacies!

In Tulsa County, 62 pharmacies are listed among those providing the free N95 masks through the state Health Department. Pharmacies at major retailers are not among those participating.

12/14/2021

If you own an iPhone, please take this quick, free, and important step in your digital estate planning. Call us at 918.986.8525 for all of your other estate planning needs

Until now, it's been very difficult for loved ones to access an Apple account of a family member or friend who died.

09/17/2021

Calling all singles … now is a perfect time to create or update your estate plan. Call us today at 918-986-8525!

Single people need estate plans, and the priorities often are different than for married people.

08/27/2021

From 9 p.m. Friday to 1 a.m. Saturday, troopers, Tulsa County deputies and Muscogee Nation Lighthorse Police Department officers will have a sobriety checkpoint focused on impaired drivers.

A specific location was not disclosed in a news release announcing the effort.

08/13/2021

Today, the U.S. Supreme Court allows Indiana University’s vaccine mandate despite opposition to the same from a handful of students.

Eight students argued that the requirement, which included exemptions for religious and medical reasons, violated their constitutional rights.

07/16/2021

Having trouble renewing your DL or obtaining a REAL ID? Here’s some great news!

The mega center will open August 16 to help with the huge backlog of people waiting to get a Real ID or renew their driver's licenses.

06/22/2021

Join me tomorrow, June 23rd at 2 PM CT to discuss the strategies you can implement to protect your business.

I’ve been an estate planning and business law attorney for over 19 years. I’ve worked with people from all walks of life. Running a business is stressful, but rewarding — and I’m here to help you protect it.

Register for “Is Your Business Bulletproof: Preparing for the Unexpected with a Co-Owner” to learn:

⚡️ When may or must a business owner’s interest be disposed of and what are the triggering events?
⚡️ Will the business or the other owners have the first-right of refusal or the obligation to purchase the selling owner’s interest?
⚡️ Under what circumstances may the selling owner’s interest be sold to a third-party?
⚡️ How will the valuation of the interest being bought or sold be calculated?
⚡️ May or must the business and other owners accept a substitute owner (spouse, children, heir/beneficiary of an estate)?

Only a few spots remain, so make sure to reserve yours now: https://familylegacywealthcounsel.com/webinar-is-your-business-bulletproof/

See you tomorrow at 2 PM CST.

06/21/2021

How you protect your business in the long run can determine your entire future. Feeling stressed about a Co-Owner or the possibility of having one? Need a helping hand when it comes to long-term business planning?

You’re not alone 🤝

Join me Wednesday, June 23rd at 2 PM CT to discuss the strategies you can implement to protect your business when facing the unexpected with a Co-Owner.

I’ve been an estate planning and business law attorney for over 19 years. I first began my career in law after graduating from Columbia Law School in New York. After working at a few larger firms, I realized my passion lay with my community and I returned back home to Oklahoma, where I was raised, to service my community with the skillsets I learned.

Click here to reserve your seat now: https://familylegacywealthcounsel.com/webinar-is-your-business-bulletproof/

06/17/2021

Your business is your livelihood. It’s your source of income, where you spend the majority of your time — and for many — a true passion.

As a business owner myself, I understand the immense stress that comes with running and operating a successful business. That’s where I want to help. Join me for an exclusive webinar all about planning for the unexpected with a Co-Owner.

Is Your Business Bulletproof: Preparing for the Unexpected with a Co-Owner
Wednesday, June 23rd
2:00 PM CT

Register here:
https://familylegacywealthcounsel.com/webinar-is-your-business-bulletproof/