Asset Protection & Charitable Giving Guide

At Postic & Bates, P.C., we offer a free asset protection and charitable giving guide. You may order a free paper copy of the guide by calling our office.. For ease of use, the on-line guide is divided into chapters. Feel free to read or print any one or more chapters of the guide for your personal use. We do offer a free, no-obligation office consultation to discuss your asset protection and charitable giving needs.

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Introduction

Before Hiring Your Attorney

The Purpose of This Book

Step One: Calculate Your Estate

Step Two: Calculate Possible Federal and Oklahoma Estate Taxes

Step Three: Examine Risk of Loss from Creditors

Step Four: Determine Which Entities are Right For Your Use

Step Five: Gifting Away Your Estate

Understanding Charitable Giving

Costs of Estate Planning