Legacy & Succession | Oklahoma City

Welcome to Legacy & Succession

For three generations, our mission has been the same. Unite families, preserve values, and impact the world by empowering entrepreneurs and the families that run them.

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Most Valuable, Leave a Legacy Not An Inheritance

In this book, David Chaney tells real-life stories of parents who did things right and others who did things causing family disasters. It’s not just about your money and valuables, it’s about your family values.

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Planning for Business Success

How will your business and you move forward? Succession planning is the process of planning for the future success of your business. Business succession planning is vital to ensuring that your company continues to operate for generations to come.

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Live a Lasting Legacy

The value of your values is priceless to us. That's why we are dedicated to helping you build, live, and leave a legacy that will last long after you are gone.

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3

Generations of Family

200+

Family Business Owners Helped

100+

Combined Years of Experience

What we Offer

Our clients are unique. As business owners, they have a lot to balance. And lots of things to consider for the future. Things like, will your family have enough income if you stop working? Will a key employee suddenly leave you hanging? Is a family member the right person to run the company after you retire? You may not have all the answers now, and that’s okay. But there are some decisions to make that will have a lasting impact on the future of your business.

The right solutions, at the right time, to help your business stay in business.

The end goal is to protect you from any of the scenarios we covered here so your business will stay in business. That’s far more likely when you plan ahead and address important “what ifs” now. You may not have all the answers, but that’s where we come in.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

When it comes to protecting your family, your lifestyle, and your assets, do you have a plan?

Succession Planning

Key Employee Benefits

Risk Management

Our Experienced Professionals

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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