Lonergan Advisors

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Lonergan Advisors Family owned financial planning firm in Tulsa, OK

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/21/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
10/19/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/16/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/14/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

There are four basic steps to calculating the value of an estate.
10/12/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
10/09/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
10/07/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
10/05/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/02/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

If you died, what would happen to your email archives, social profiles, and online accounts?
09/30/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Address

9315 S Toledo Avenue Ste A
Tulsa, OK
74137

Telephone

+19183925477

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