Cain & Cain Estate Planners

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Estate Planning Attorneys, Attorneys, Estate Planning, Probate, & Living Trusts

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Tomorrow: 8:30 am - 5:30 pm

15 Years

in Business

Accredited

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(405) 364-2246Call Visit WebsiteVisit Website Map & DirectionsDirections1770 W Main StNorman, OK 73069 Write a ReviewWrite Review

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Mon - Fri:	8:30 am - 5:30 pm

Places Near Norman with Estate Planning Attorneys

Noble (11 miles)
Newcastle (12 miles)

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TollFree: (866) 362-8226

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http://cainandcainlaw.com

http://cainandcainlaw.com/calendar/2017/11/the-truth-about-estate-planning-a5bh9-dcljr-cblnx-athm6-z3e5s-ww78l-frfj7-cjsgk-dp8tz

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Estate Planning Attorneys, Attorneys, Estate Planning, Probate, & Living Trusts, General Practice Attorneys, Legal Service Plans, Tax Attorneys, Wills, Trusts & Estate Planning Attorneys

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Details

Phone: (405) 364-2246

Address: 1770 W Main St, Norman, OK 73069

Website: http://cainandcainlaw.com

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Cain & Cain Estate Planners

Trusts and Estates

Estate Planning
Cain & Cain, Estate Planners for Life™ helping clients, families and professional advisors with estate planning. Answering questions about how to get started, making the process easy. The Cain & Cain process is different than traditional estate planning.
Wills
Cain & Cain will provide an Estate Planning Review for prospective clients. We will review their Last Will and Testament, Trust, and any other planning documents for legal technical issues. We will also sit down with the prospective client and talk about their goals so that we can help them to determine whether their present documents meet their objectives and fit their current circumstances.
Trusts
For a revocable living trust centered estate plan to achieve the client’s goal, all assets a client owns must be properly titled in the name of their trust of name their trust as beneficiary. We can provide financial advisors a comprehensive overview of which assets should be titled in the name of the trust and which assets should name the trust as a primary beneficiary and why. We like to collaborate with our clients' existing financial advisors to examine the client circumstances and counseling issues that may affect how the trust is funded, as well as allocation of assets between separate trusts for married clients. We will discuss the documentation necessary to confirm accurate and complete trust funding. Finally, we will explore how the clients' financial advisor can assist clients with funding their trust, and how the funding process may be used to increase assets under management.
Power of Attorney
A "Helper" is an individual who may be a family member, friend, or professional colleague or advisor who has been given a "role" in one of our clients' estate plans. There are many roles that a Helper can be given, for example, Trustee, Successor Trustee, Beneficiary, Healthcare Power of Attorney, and Power of Attorney for Property are some of the roles an individualcan be given.

Tax Law
An estate plan faces a myriad of changes. First, there is constant change in your personal, family, and financial situation. Secondly, there is constant change in both tax law and non-tax law that impacts your estate plan. Third, there is constant change in your attorney’s experience and expertise. Your professional advisors are continually improving through ongoing education and collected experience.

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