Estate Planning Protects Your Decisions
Estate planning can help you manage and secure you and your family's financial future. Creating a will or trust allows you to transfer property, avoid certain kinds of taxes, and ensure the continuity of a closely held business. At Hallman and Associates, we evaluate your financial situation and discuss the options available to you. Ms. Hallman explains the most effective means for reallocating assets, transferring the title to a home or business, and creating trusts to fund the healthcare needs of a disabled child or ailing spouse. Attorney Dawn Hallman has been advising residents of central Oklahoma on estate planning issues for many years and has a thorough understanding of new laws and legislation that impacts taxes and estate planning.
Whether you're a young couple just starting out or facing retirement, understanding why estate planning is important and the options available to you is essential. To schedule an appointment and discuss your case, contact Hallman and Associates today.
Estate planning involves three distinct stages:
- The determination of the needs and goals of clients
- The creation of tools and documents that can achieve those goals
- The administration and enforcement of those tools and documents to carry out your intentions
As your attorney, Dawn Hallman evaluates your current financial situation and exposure to certain kinds of tax penalties and legal issues regarding your estate or business. If you are a business owner, Ms. Hallman discusses issues surrounding business continuity plans and the steps that need to be taken now to protect your company.
If have concerns about your business or tax liability, contact us today. We advise business owners about their business formation options and succession planning. Whether forming an L.L.C., L.L.P., or corporation, bring your business concerns to us.
To find out more about how we can help you, call us at (405) 447-WILL. Submit your questions about estate planning directly to Hallman and Associates by e-mailing us at