Oak Tree Law Firm legal blog
Reflections on Your Legacy
As the seasons change and we transition from the warmth of summer, it’s a perfect time to reflect on the contributions and achievements that have
How Relying On Beneficiary Designations Put Your Family at Risk (And How To Fix It!)
You’ve worked hard to build your assets and secure your family’s future. Like many responsible adults, you’ve named beneficiaries on your retirement accounts, life insurance
Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. This frustrating scenario became a reality for a
Would You Make This Million Dollar Mistake?
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary
Celebrity Estate Plans Series Part 4 of 4: Elvis and the Scammers
For the last few weeks, we’ve discussed celebrities and how they planned for their deaths. We started with the King of Pop, Michael Jackson, so
Celebrity Estate Plans Series Part 3 of 4: Jay Leno’s Case is No Laughing Matter
For the last two weeks, we’ve discussed celebrities and how they planned (or didn’t!) for their deaths. In this third installment of our four-part celebrity
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