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2525 NW Expressway
Suite 216
Oklahoma City, OK 73112

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Investment Concepts & Financial Planning Services, Inc.

(405) 840-1221

 

Estate Planning

Planning for the transfer of assets at death is a critical element of retirement planning especially if there are survivors who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential to ensure that assets are transferred according to the wishes of the decedent. Larger estates may be confronted with settlement costs and sizable death taxes which could force liquidation if the proper planning is not done.