There are many assets to consider when making a gift to OETA.
Sometimes the best asset to give is cash.
Stocks and Bonds
It is easy to give these assets, and often makes good tax-sense.
Primary residence, vacation home, commercial properties; all can be given to OETA.
Retirement Plan Assets
A great way to avoid income taxes on these assets.
If it is no longer needed to protect your family, consider giving it to OETA.
Collectives and Artworks
Often overlooked, collectibles make a great gift to OETA.
Retained Life Estate
Give OETA your home, but don’t move out.
Business owners have unique gift strategies to choose from.
US Savings Bonds
US Savings Bonds could make a great gift to OETA.
For more information
Please contact us for more information on selecting the one or more of the assets described here.
7403 North Kelley Avenue
Oklahoma City, OK 73111
We can work with you and your financial advisors to help you plan a gift to OETA that meets your needs and expectations.
The directions here are ideas and suggested forms of giving, but do not constitute legal or tax advice. Please consult your advisors.