Estate Planning For Business Owners And Others

At Bailey Law, PLC, we handle estate planning matters on behalf of business owners, new parents, military personnel, retirees and a wide array of other clients across Oklahoma. Take advantage of Wayne Bailey's LL.M in taxation to help minimize future estate taxes and keep the maximum amount possible in your family's hands. Understanding the taxation side of estate planning is key to preserving as much wealth as possible for the next generation or for your own retirement.

Our attorney has more than 15 years of experience with estate-related issues and tools such as:

  • Wills and trusts, including life insurance trusts, special-needs trusts and others
  • Powers of attorney
  • Living wills and advance health care directives
  • Guardianships and conservatorships
  • Business succession planning
  • Asset protection methods
  • Gift taxes and tax avoidance strategies

Understanding The Elements Of An Effective Estate Plan

To be effective, an estate plan must be carefully tailored to your unique needs and goals. If you are a recent college graduate, you may simply need a will. If you are a successful business owner, you may require a more complex plan that involves trusts, family partnerships and other tools.

When you meet with Mr. Bailey, he will take the time to listen to the details of your situation and craft an individualized estate plan for you. He will also answer your questions and help dispel common myths about estate planning. You can rely on our lawyer to be your trustworthy adviser and advocate from start to finish.

Set Up An Appointment Today

If you are unable to travel to our Tahlequah office, Mr. Bailey can arrange to meet with you at your home, the hospital or another convenient location in Cherokee County, Muskogee County or beyond. Simply call us today at 918-708-9942 or send us an email.