Oath Law

Our team hosted a great client appreciation event in Fort Worth, TX last week. We educated clients on the value of unionizing their estate and financial plans to maximize and protect their assets. It's great to get together with clients we haven't seen in awhile and see how we can continue to be of service to them.

A big shout out to Attorney Manda Mosley Maier and Attorney & Advisor JJ Kerksieck for hosting! 🙌

We're excited to introduce Reagan Airey as the estate planning attorney who will be managing our second Chicago area office!

Reagan is a proud graduate of Ball State University and DePaul University College of Law. Outside of the office, she enjoys reading, playing club sports, and spending quality time with her family.

If you are in the area or know someone who might benefit from an education on estate and financial planning, we invite you to register for one of Reagan's upcoming FREE workshops.

Click the link below to secure your spot! 🆓📚
https://www.oath.law/workshops

Last week, our Mississippi attorney, Matthew Raphael, kicked off his first week of educational workshops in Flowood with a full house!

His guests had the opportunity to hear him explain the common estate planning mistakes and misunderstandings that many people have. Matthew is passionate about educating his community and is ready to continue helping more Mississippi communities with their estate planning needs.

Stay tuned for more workshops and opportunities to learn from Matthew! 📚✨

Planning for the future is essential, especially when it comes to securing your family's legacy.

In this blog post, we dive into simple and practical strategies to help you create a solid plan for the future. Discover how you can ensure your assets are protected and your loved ones are cared for, no matter what life brings your way.

Read on to learn about:
✅ Safeguarding your assets
✅ Providing for your family's needs
✅ Building a lasting legacy

Don’t put it off—start planning today for a brighter tomorrow!

Oath Law For those of you that haven’t, the author writes about assets and liabilities, and the main differences between the two. And quite plainly, about...

Last month, our Houston team held their first Signing Meetings, successfully helping clients finalize their estate plans. One of their clients had awesome things to say about their experience:

"Started with an outdated Will from 1992. Ended with a brand new, current one. OATH made the whole process logical, easy to follow, and produce the desired result. I highly recommend OATH Law." — Bob

We're excited to announce the opening of our first office in New York! Our managing attorney, Nicholas Mutsangos, will be serving the Long Island area.

Let's meet Nicholas:

With a law degree from New York Law School and a bachelor's from Brooklyn College, Nicholas brings a wealth of knowledge and experience to the table. His favorite part of the job? Meeting with clients and helping their visions and plans come to life.

When he’s not crafting estate plans, Nicholas enjoys attending sporting events, fishing, hunting, and spending quality time with his family.

We’re thrilled to have Nicholas leading our New York office and making a positive impact on our clients' lives!

We are officially in the state of Mississippi! Our new office will be located in Flowood with our managing attorney being Matthew Raphael.

Let's get to know Matthew!

He earned his bachelor’s degree from the University of Southern Mississippi and later attended the Mississippi College School of Law. He was active in law school as a member of several on campus groups including the Moot Court Board. He became an attorney because he is passionate about helping individuals however necessary.

Matthew began his legal career practicing child support and personal injury law. Matthew likes to spend his free time playing tennis and golf, cooking, and watching movies. He resides in Brandon with his wife, Hillary, their dogs, Dexter and Ellie, and cat, Waffles.

If you are in the area or know someone who might benefit from an education on estate and financial planning, we invite you to register for one of Matthew's upcoming FREE workshops.

Click the link below to secure your spot! 🆓📚
https://www.oath.law/workshops

For this week's we want to celebrate attorney Victoria Lozano and her wonderful clients! Victoria has been working diligently to serve clients in the Chicago area.

We're excited to announce that we'll be expanding our presence in the Chicago metro. Stay tuned!

Kudos to Andrew Ritter on hosting his first estate and financial planning workshop in O'Fallon, Missouri! 🎉

It was great to see the community come together to learn about the importance of estate and financial planning. Andrew did an exceptional job educating everyone, highlighting the value of getting affairs in order to protect loved ones.

A big thank you to team members Marta and Nathan for traveling to Missouri to support Andrew and ensure the workshop was a success. Your commitment and collaboration are truly appreciated!

Great job, Andrew!

What an incredible turnout at our first First Responder Estate Planning Clinic! 🚒👮

We were thrilled to host this special event on May 21st and May 22nd at the Georgetown Event Center in Georgetown, TX. Our Austin and Round Rock teams were on hand to create wills and emergency healthcare documents for attendees in just one day, completely free of charge. We ensured that the first responders' affairs were in order to provide peace of mind and protection for their families, spouses, and children.

The response from our amazing first responders was truly heartwarming. Your dedication and service to our community inspires us every day.

A huge thank you to everyone who participated and made this event a success!

We're happy to announce the opening of our 7th Texas location! Laura Grumbine is the managing estate planning attorney of our office in South Austin.

Let's get to know Laura a little better.

Laura earned her law degree from George Mason Law School following her graduation from Texas A&M University. Her favorite part of her job is helping to educate her clients about estate and financial planning so that she can build plans that are best for them and for their families. In her free time, Laura loves to spend time with her family, hang out with her dog, and listen to live music.

If you are in the area or know someone who might benefit from an education on estate and financial planning, we invite you to register for one of Laura's upcoming FREE workshops.

Click the link below to secure your spot! 🆓📚
https://www.oath.law/workshops

Have you heard about the FTC's latest crackdown on noncompete agreements? 🤔

The recent FTC measures on noncompete agreements could have significant implications for estate planning goals, especially if you're a part of a closely-held family business aiming to preserve it for generations to come. These regulatory changes might just throw a wrench in those carefully laid-out plans.

It's a crucial intersection where legal and familial interests collide. So, if you're navigating the complexities of estate planning for your family business, these changes are definitely worth paying attention to. Stay informed, stay proactive!

FTC Ban On Noncompete Agreements May Undermine Your Estate Plan The FTC recently prohibited non-competition agreements (and non-disclosure or non-solicitation agreements),. This may adversely impact estate and succession planning.

⭐⭐⭐⭐⭐ REVIEW

"Every step of the way in this process - from signing up for an informational group meeting to signing my newly created Trust documents - was positive. Emily and Lorine were excellent to work with. I am highly satisfied with both the experience and the quality of the work product I received. I highly recommend Oath." - Dyanne, Colorado

Why settle for typical when you can have exceptional? Here's how we differ from your typical attorney.

💼 Fixed Fee: Unlike traditional attorneys who surprise you with hidden costs, we believe in transparency. With Oath Law, what you see is what you pay—no surprises.

💰 Trade-in Credits: Ever felt like you're paying for the same thing twice? Not with us. We value your existing documents and credit them towards your new estate plan, saving you money and hassle.

💳 Payment Plans: While others might expect one lump sum payment, we understand everyone's financial situation is unique. That's why we offer customizable payment plans to suit your budget.

📆 Three-Year Reviews: Most attorneys draft your plan and leave you to fend for yourself. But at Oath Law, we're in it for the long haul. We offer regular reviews every three years to ensure your plan remains current and effective.

We're happy to announce the opening of our St. Louis location! Andrew Ritter is the managing estate planning attorney of our office in St. Louis.

Let's get to know Andrew a little better.

He earned his law degree from Southern Illinois University School of Law following his graduation from Sewanee: The University of the South. His favorite part of the job is continually helping clients with their estate plan throughout their life, helping them achieve their goals and protect their assets. In his free time, Andrew likes to spend time with his wife, Allison and their dog, Maverick.

If you are in the area or know someone who might benefit from an education on estate and financial planning, we invite you to register for one of Andrew's upcoming FREE workshops.

Click the link below to secure your spot! 🆓📚
https://www.oath.law/workshops

Calling all Austin area first responders!

We appreciate all that you do to keep our community safe. As a token of our gratitude for your service, we're inviting you to join us for a free estate planning clinic. On May 21st and May 22nd, our Oath attorneys will assist you in creating your will and emergency healthcare documents — free of charge.

Getting your affairs in order will help ensure your family, spouse, and children are protected in the case of your passing. Availability is limited, so you must register for a time slot to secure your place with the link below. Don't miss out on this opportunity to protect your future.

If you know any firefighters, police officers, or EMTs in the greater Austin area, please share this post or link with them so they can register for the clinic!

SECURE YOUR SPOT🚨
https://www.oath.law/first-responders

We are thrilled to announce that our Denver team has won the prestigious Mile High Award for Best Estate Planning in the Denver Metro Area! The award is not only a testament to our team's incredible dedication, skill, and passion but also a distinct achievement in itself. We extend our heartfelt thanks to Best of Mile High for this honor.

We're immensely proud to have such remarkable individuals representing Oath in Denver and Broomfield. Special thanks to Emily Griffin, Lorine Najjar, Faith Hellard, and Bethany Copeland for their invaluable contributions.

Winning this award highlights the most rewarding aspect of estate planning: aiding families. We're excited that Oath's efforts in this regard are being recognized and celebrated. Here's to many more successes ahead as we continue to soar!

Let's celebrate the amazing work of our outstanding attorney, Bethany Copeland! Operating from our Broomfield, CO office, Bethany has already guided over 100 families in creating their ideal estate and financial plans this year. Join us in giving a big shoutout to Bethany for her exceptional work! 👏

During their first week of Signing Meetings, Attorney Taylor Way and Client Service Coordinator Nia Christmas had the pleasure of finalizing seven of their client's estate plans. We are grateful for the trust these clients have placed in Oath, and Taylor and Nia's commitment to helping these families!

Great job to Madeleine Westrup, Esq. for her exceptional work during her first week of educational workshops in League City, TX! Each session was packed with eager guests wanting to know more about the importance of estate and financial planning. It's truly inspiring to witness the positive impact she's making, one estate planning workshop at a time.

Keep up the fantastic work, Maddie! Your dedication is truly appreciated by all those seeking to plan for their futures.

Estate planning lawyers often face the challenge of clients avoiding important legal documents. The link below highlights the case of EW, who was hesitant to confront her mortality and husband's health decline. Having a strategy in place is crucial, especially for solo agers or childless couples. Designating a trusted friend to act on your behalf in times of incapacity is vital. Don't wait until it's too late - plan ahead and protect your future.

Who Refuses To Sign Legal Documents After They Are Prepared? Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that.

We extend a heartfelt thank you to all who supported Rachel Wilson by voting for her in the 2023 Addison Reader's Choice Awards Estate Planning category.

Congratulations are in order for Rachel Wilson, who has secured a well-deserved victory! Her outstanding legal expertise has left a significant impact in the realm of estate planning.

🏆 Winner: Favorite Estate Planning Firm/Attorney 🏆

Click the link below to explore the full list of runners-up and winners across various categories!

https://ow.ly/gjb850QI37L

Planning for your golden years is vital, but misinformation can lead you astray. With so much advice swirling around on social media and in conversations with friends, it's crucial to ensure you're making decisions based on FACTS, especially when it comes to Medicare.

Don't let misconceptions cloud your judgment! Click the link below to learn more about common Medicare misinformation and get the facts you need to make informed decisions for your future.

➡️https://ow.ly/3nuH50R0Laz

Steer Clear Of Medicare Misinformation And Avoid Costly Mistakes Medicare misinformation is widespread. And, if that information turns out to be wrong, the repercussions can be serious.

You have probably been wondering why we have been sharing posts about a Dombrance concert.

About a year ago, the team at Oath embarked on a journey to find a deeper purpose beyond just our success as an estate and financial planning firm. We wanted to make a real impact in our communities, going beyond the scope of our traditional services.

In a series of events, our founder, Rod Yancy, had a conversation with none other than the legendary . Inspired by his words, Rod set out on a mission to advocate for ending the death penalty and promoting responsible justice in Oklahoma.

But we didn’t stop there. We reached out to an artist Rod admires, Dombrance, known for his incredible music and lighthearted political satire. Despite our lack of experience in concert promotion, we were determined to make a difference.

With unwavering belief in the Oath team, we convinced Dombrance to join forces with us for a charity concert in Tulsa, Oklahoma. And guess what? In just five weeks, we pulled off an unforgettable event!

Together, we raised funds for a good cause, introduced , and music to a new audience, and had an amazing party!

Follow and for more exciting initiatives from Oath as we continue to make a difference in our communities!

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As we journey through life, it's essential to consider the unforeseen challenges that may arise with age. When it comes to financial decisions and safeguarding your assets, a Power of Attorney (POA) is a vital component of your estate plan. But the question remains: under what circumstances can they take control?

Your POA is entrusted with significant responsibilities, stepping in to make decisions when you may not be capable. It's crucial for them to be well-informed about their obligations. Knowledge is power, and in this case, it ensures that your wishes are honored and your affairs are managed with care.

Click the link below to read more!
https://ow.ly/q02650QORZO

What If You’re POA, But Aging Parents Resist You Doing The Job? Estate planning includes appointing a power of attorney for finances. But when POA action is needed, some aging parents resist. Know your options if it happens to you.

We understand that life can be unpredictable, and sometimes we miss out on important moments. At our most recent Wisconsin workshops, a lovely attendee arrived late, missing half of the valuable insights shared. To ensure she didn't miss out on the knowledge she deserved, Attorney Nick Tuori hosted a personal workshop just for her!

Nick is dedicated to providing a personalized experience, ensuring all your questions and concerns are addressed. This is a shining example of that. Thank you for all you do for your community, Nick!

We are obsessed with the exquisite details of our door's hardware! 😍🚪 The sunburst deco design is just a glimpse of the stunning vibes waiting for you as you step into our main space. ✨

Gold was a popular choice during the Art Deco era. The movement embraced luxurious and opulent elements, and the use of gold contributed to the overall lavish and extravagant aesthetic that characterized the Art Deco style. It was featured in various forms, including gold-plated finishes, gilded accents, and gold leaf applications on furniture, architecture, jewelry, and other decorative arts.

We're excited to incorporate it into our space!

We're happy to announce the opening of our newest office in Texas! Maddie Westrup will be the managing estate planning attorney of our office in Houston. She is excited to help families in and around the area.

Let's get to know Maddie a little better.

Maddie attended South Texas College of Law in Houston. Before becoming an attorney, she lived in Nashville, TN where she worked in the music industry. In her free time, Maddie enjoys listening to live jazz, singing, exploring with her golden retriever Nash, and spending time with her family.

If you are in the area or know someone who might benefit from an education on estate and financial planning, we invite you to register for one of Maddie's upcoming FREE workshops.

Click the link below to secure your spot! 🆓📚
https://www.oath.law/workshops

As tax season approaches, it's crucial for those with estate plans to familiarize themselves with gift tax returns. We're here to guide you through the process and answer some common questions.

🤔 When should you file a gift tax return?
If you've made gifts exceeding the annual exclusion limit (currently $18,000 per person), it's time to file a gift tax return. But don't worry – filing doesn't necessarily mean you'll owe taxes. It's an essential step in keeping your estate plan in tip-top shape.

💡 What qualifies for the exclusion?
Certain gifts, such as educational or medical expenses, may be excluded from the gift tax. Familiarizing yourself with these exclusions can make the process smoother and ease any concerns you might have.

Click the link below to read more about gift taxes!

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Know The Most Misunderstood Part Of Estate Plans: Gift Tax Returns Few people know when they must, or should, file a gift tax return. That can cost them and their heirs a bundle.