Trust Company of Oklahoma

11/01/2026

The holiday season brings family together around the table, making it a natural time to reflect on what matters most. For many, that includes deciding whether to help children and grandchildren now rather than later.

Because the decision to give to family is deeply personal, it should always reflect your own financial security, each family member's circumstances, and the values you hope to pass along. Sharing time together over the holidays also offers a valuable opportunity to communicate your intentions openly, ensuring your gifts are understood and appreciated in the spirit they are given.

To help guide your decisions, our Trust Company Oklahoma Insights team has summarized our Gifts to Family and Charitable Giving guide for your review.

Why you should review this now: Although most gifts must be completed by December 31, waiting until the final weeks of the year can create unnecessary delays and complications:

• Processing Delays: Stock transfers, Qualified Charitable Distributions (QCDs), and donor-advised fund contributions can take several business days or longer to process.

• Year-End Volume: Custodians and charities handle heavy transaction volumes in late December.

• Family Checks: Checks written to family members should be deposited before year-end to count for 2026.

Read the full insights here:

The holiday season brings family together around the table, making it a natural time to reflect on what matters most. For many, that includes deciding whether to help children and grandchildren now rather than later.

10/26/2026

Join us tomorrow!
Estate planning can often feel overwhelming, filled with dense legal language that leaves clients unsure of how their plans actually work.

When a family came to Trust Company Oklahoma wanting to truly understand their strategy, our team delivered a clear, visual flowchart showing exactly where their assets would go and who would be in charge at every stage. For the first time, their entire estate plan made complete sense to them.

Tomorrow, October 27th, Koby Cross, CFP® ChFC®, will join the Vanilla team for a live webinar to share how Trust Company Oklahoma is using visual planning to free up team capacity and deliver meaningful, crystal-clear estate reviews for every client.
Register today to save your spot!

https://lnkd.in/gR8NmeZC

10/19/2026

October is National Estate Planning Month, a great reminder to ensure your legacy and financial future are protected.

We are deeply grateful for the talented estate planning attorneys, CPAs, and advisors across our community who work tirelessly to craft thoughtful plans for individuals and families.

At Trust Company Oklahoma, we work alongside these advisors to bring those plans to life, serving as an independent corporate trustee and fiduciary partner.

Whether you are creating a new plan or reviewing an existing one, reach out to our team to learn how we can serve as your trusted fiduciary partner.

10/02/2026

Medicare Annual Enrollment runs through December 7th.

It is a great time to review your current plan and ensure your coverage, prescription formularies, and doctor networks still fit your needs for 2027.

Explore our simple review checklist here:
https://www.trustok.com/medicare-2027-key-coverage-changes-to-review-before-december-7/

09/29/2026

We are thrilled to welcome Ry Whiteman to Trust Company Oklahoma as Senior Vice President!

Throughout his career, Ry has built a reputation as a trusted advisor to individuals, families, and business owners across our region. He excels at helping clients protect their assets, plan seamless legacy transfers, and navigate major financial transitions with total confidence.

Ry truly embodies our commitment to intentional wealth management. His approach is rooted in clear purpose, active listening, and customized strategies tailored to every client’s unique goals. At TCO, Ry will continue providing the steady guidance and high-touch service his clients have always relied on.

Welcome to the team, Ry!

Explore wealth management strategies with insights from Ry Whiteman, an expert in retirement plan compliance and administration.

09/21/2026

Celebrating 20 years of dedication, expertise, and leadership!
Please join us in recognizing Raylene Willis Rogers, Vice President and Oil & Gas Land Specialist, on her 20th work anniversary at Trust Company Oklahoma.
Since joining TCO in 2006, Raylene has been an invaluable part of our team. Her deep knowledge in oil and gas lease negotiations, title curative work, legal compliance, and acquisitions has consistently delivered exceptional results and peace of mind for our clients. Beyond her daily impact, her active involvement in the Tulsa Association of Petroleum Landmen and the American Association of Professional Landmen highlights her dedication to industry excellence.
Raylene, thank you for two decades of outstanding service, steady leadership, and unwavering commitment to our clients and community. We are incredibly fortunate to have you on our team!

09/18/2026

Building a legacy that lasts requires intentional action and a long-term strategy. At Trust Company Oklahoma, we partner with individuals, families, and businesses to provide thoughtful wealth management tailored to your vision for the future. Whether you are preserving generational wealth or planning your next milestone, our team is here to help you navigate every step with confidence. Connect with us today at TrustOK.com to start building a foundation for generations to come.

09/16/2026

We are thrilled to celebrate our very own Whittney Stauffer, who was recently named one of TulsaKids Magazine’s Impactful Women of the 918!

This recognition honors local leaders whose dedication, vision, and heart make a lasting difference across our community. Those of us fortunate enough to work alongside Whittney every day see her impact firsthand. She leads with empathy and excellence, setting a high standard through her dedication to our team, our work, and the broader Oklahoma community.

Please join us in celebrating Whittney and sending her a huge congratulations on this well-deserved honor!

Read her full feature below:
https://www.tulsakids.com/impactful-women-of-the-918-whittney-stauffer/?utm_source=gemini

As senior VP at Trust Company of Oklahoma, Whittney Stauffer helps individuals, families and charitable organizations plan for the future.

09/14/2026

We celebrated 401(k) Day last week with a round of 401(k) trivia and a focus on long-term goals.

The Friday after Labor Day serves as an annual reminder: the end of the year is approaching, and now is the ideal time to review your retirement savings.

Three quick steps to optimize your 401(k) today:
• Increase your contribution by just 1%.
• Confirm you are maxing out any employer match.
• Rebalance your portfolio for the rest of the year.

Setting yourself up for the future can be fun. How are you prepping your savings for year-end?

09/01/2026

Holding onto tax returns from 2012 "just in case"?

Clutter isn't security. Knowing what to keep, what to digitize, and what to shred is.

We put together a clear guide to document retention so you can simplify your records and protect your financial privacy with confidence.

Read the full breakdown: https://www.trustok.com/simplify-your-records-a-smart-guide-to-document-retention/

Retirement is often viewed as a financial destination, but in reality, it’s the beginning of a new phase of life. The first year of retirement is when years of saving, investing, and planning are put into practice. While many retirees focus on the freedom retirement brings, financial planning rema...