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Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage can expertly serve the multi-generational financial needs of your family.

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Special Asset Services

Special Asset Services

Heritage has unique expertise in the areas of 1031 Like-Kind Exchanges, Farm & Ranch Management and Oil & Gas Management.

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Latest News & Resources

Insights

Generation-Skipping Transfer Tax Basics

Generation-Skipping Transfer Tax Basics

If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021   If you have ever sought the advice of an estate planning professional,...

The Morning View: October 19 , 2021

The Morning View: October 19 , 2021

In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...

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