American Family Estate Preservation, Inc. is a specialized firm offering comprehensive estate planning and financial protection services, distinguished by its unique integration of legal and financial expertise to safeguard clients’ assets and legacies. The firm stands out for its practical, tactical approach to eliminating probate, reducing taxes, and ensuring that assets are distributed according to clients’ precise wishes.
With decades of collective experience since 1977, the team includes seasoned estate planners, tax planners, and trial attorneys who provide counsel to a diverse clientele, from individuals and families to business owners and veterans. Their approach focuses on creating tailored, tax-sensitive plans that protect special needs persons, shield property from nursing home expenses, and help veterans access benefits, all while offering services across all 50 states and internationally.
Services Offered
- Estate Planning
- Living Trust Creation and Implementation
- Special Needs Trusts
- Veterans Benefits Assistance
- Tax Advantaged Accounts
- Revocable Trusts
- Medicaid Trusts
- Children’s Trusts
- Power of Attorneys
- Healthcare Directives / Healthcare Power of Attorneys
- Review of Existing Trusts
- Financial Planning
- Retirement Counseling
- Insurance and Annuity Services
- Tax Planning
- Asset Protection Strategies
- Elimination of Probate
- Long-Term Care Planning
- Creation of Guaranteed Lifetime Income
- Business and Contract Law
- Anti-Trust Law / Litigation
Based in Oklahoma City with services extending nationwide and internationally, the firm assists clients from all walks of life, including farmers, teachers, professionals, and Fortune 500 companies, with a commitment to providing clear, effective solutions for estate preservation and family security.
