A swift and successful transfer of your property and assets to your loved ones requires detailed and extensive planning. The process should end up being the most advantageous for your beneficiaries and at Atkins & Markoff we aim to make sure it does. Your wishes before passing are as important to us as they are to your loved ones. The only difference being that we deal with the legal aspect of fulfilling those wishes while they deal with the emotional. We have helped numerous clients in Oklahoma as we comprehensively understand how sound estate planning can protect your property. We guide you through the whole process step by step, as it is important for us to make sure that you become well acquainted with the complex legal issues in a way that is easy to understand and customized to your situation.
Step One: Define your Estate’s Property
Totalling all of your estate’s property is the initial step involved in articulating an estate plan. A few main forms of estate property can include:
- Land or real property
- Investment Property
- Stocks and bonds
- Ownership interest in land or business
- Household items
- Family heirlooms
- Property in other jurisdictions
Step Two: Organizing Your Estate Property
As soon as the list of all estate property is compiled, the property has to be catalogued in a way that determines how it will be handled and distributed to the intended beneficiaries. The client should be able to understand all the tax implications and the estate transfers, which are associated with those assets. Our attorneys ensure that you are kept in the loop and have enough information about the financial implications of these transfers. Regardless of the complexity of the case, our experienced lawyers make sure that your plan is meticulously approached and executed.
Step Three: Hand down the property
Deciding whom your property will be handed over to and the details of the transfer are the final steps of the process. These decisions are solely yours but our attorneys give solid advice and provide any consultation that you might need while trying to answer questions or have any doubts regarding the procedure.
Contact Atkins and Markoff to learn more
We understand that these matters are private, emotional and extremely important legally which is why our Oklahoma estate planning lawyers give your plans a priority over everything else and work around it to reach those goals. We ensure that upon your passing, the beneficiaries appointed by you get the most of your estate property. Our legal team harbors over 100 years of combined experience in the estate-planning field. We are well equipped to handle a variety of issues and complications that could potentially arise. Once you have entrusted us with your estate planning needs, we give you the satisfaction of knowing that all your legal affairs would be dealt with utmost expertise. Contact Atkins and Markoff for a free estate planning consultation.