Effective planning takes time and patience. Most people desire to do estate planning, no matter their season of life, but few actually accomplish the goal. Estate planning is the bridge to merge your current needs, your future opportunities, and insure your wishes are met.
Through estate planning, you can know that the planning you have provided yourself the best opportunities with the greatest amount of flexibility. What you may not know, is the planning process is not just one single document, but a collaboration of several documents that accomplish specific tasks.
There is no cost or obligation for using our services. If you would like to learn more about these tools and how to get your plan completed, please contact Karen K. Clark at or 918-245-0231 Ext. 5004. This complimentary service is our way of strengthening our partnership with you.
Meet Our Planning Expert
Mark Loeber is an expert on charitable tax and charitable financial planning. He assists Tulsa Boys' Homes in providing the best service for you and your family. His biography is below.
Mark has more than 20 years of experience in the area of charitable gift and estate planning. His skill and knowledge have helped thousands of donors as well as financial professionals and enrolled agents with the IRS on advanced charitable and estate planning issues.
He has a degree in Business Management with an emphasis on Economics. He audited courses in law school studying Charitable Gift & Estate Planning (CFP) and Certified Gift Planner (CGP) designations. One of Mark's greatest passions is helping individuals discover which charitable tools and techniques can best provide for their needs and the needs of their families.
This information is not intended as legal, tax, or accounting advice. For tax advice, please consult your financial professional.