Estate planning is one of the greatest gifts we can leave our loved ones. It’s more than deciding who receives what — it’s about protecting family, preserving assets, and ensuring your wishes are carried out with clarity and care. A recent guide outlining “11 Estate Planning Missteps” highlights common mistakes families make and practical solutions to help avoid them.

1. Relying on “I love you” wills. Solution: Consider a revocable trust for more flexibility and probate avoidance.

2. Overlooking jointly owned property. Solution: Ensure assets are properly titled to support your estate plan.

3. Adding children as joint owners on accounts or property. Solution: Use transfer-on-death (TOD) beneficiary designations instead.

4. Creating a trust without trustee replacement provisions. Solution: Include flexibility for changing trustees if needed.

5. Ignoring community property laws. Solution: Understand how state laws may affect asset transfers.

6. Not building flexibility into trusts. Solution: Consider appointing a trust protector for future adjustments.

7. Failing to start a gifting program. Solution: Explore gifting strategies that reduce taxable estates.

8. Overlooking life insurance in tax planning. Solution: Review ownership and beneficiary structures carefully.

9. Treating all children exactly equally. Solution: Tailor inheritance plans to each heir’s unique needs.

10. Not planning for illiquid assets. Solution: Use life insurance or other strategies to provide liquidity.

11. Failing to coordinate the overall estate plan. Solution: Regularly review documents, beneficiaries, and funding details.

The biggest takeaway? Estate plans should be reviewed regularly. Life changes, laws evolve, and family circumstances shift over time. Taking steps now can provide peace of mind for both you and your loved ones in the future. If you are interested in working on your estate plan, contact Bonnie Polak, VP of Philanthropy and Community Engagement at bpolak@trintywoodstulsa.com.

Article source: The Advancement Group

By Weldon Tisdale, Chaplain

In Scripture, the number seventy often marks a season shaped and completed by God. It is a number that speaks of fulfillment, purpose, and divine faithfulness over time. As Trinity Woods celebrates 70 years of ministry, this biblical theme offers a meaningful lens through which to reflect on this milestone.

Throughout the Bible, seventy appears at pivotal moments. Israel experienced seventy years of exile in Babylon—a difficult season, yet one that God used for renewal and eventual restoration. When those years were complete, God brought His people home, reminding them that He had never forgotten His promises. Seventy, then, became a testimony that even in long seasons, God is still at work.

In another moment, Moses appointed seventy elders to help lead and care for the people. God shared His Spirit among them, showing that His work is carried forward through community. Likewise, in the New Testament, Jesus sent out seventy disciples to serve and share the good news. Once again, seventy represents not just time, but purpose and people called together and sent out in faith.

In many ways, the 70-year journey of Trinity Woods reflects these same truths. Since its founding in 1956, this community has been a place of care, connection, and Christ-centered service. Generations of residents, employees, and leaders have shared in its mission, carrying forward a legacy built on compassion and faith.

Like the biblical examples, these seventy years tell a story of God’s sustaining presence. Through seasons of growth, challenge, joy, and loss, God has remained faithful. Lives have been touched, relationships have been formed, and a strong sense of community has flourished.

“TO EVERYTHING THERE IS A SEASON AND A TIME TO EVERY PURPOSE UNDER HEAVEN.” Book of Ecclesiastes

Psalm 90 reminds us that a lifetime is often measured in seventy years. In that sense, Trinity Woods has reached a remarkable milestone: a full season of ministry. Yet this is not simply a conclusion; it is a continuation. The same God who has guided each step over the past seventy years will continue to lead into the future.

As we celebrate this anniversary, we give thanks for what has been and look forward with hope to what is to come. Seventy years stands as a witness to one enduring truth: God is faithful, and His work is never finished.

By Lupina Fry, Wellness Nurse

Talking with someone who has dementia can be difficult, but it is possible to have meaningful conversations. At Trinity Woods,
we work to be a respectful, safe, and informed community. We strive to support people living with dementia and their families,
reduce stigma, offer helpful options, and adapt our spaces so everyone feels included. Here are some practical ways to have positive, respectful conversations with people living with dementia:

1. APPROACH WITH KINDNESS AND PATIENCE. Be kind and patient and speak in a friendly tone. Smile, make eye contact,
and call them by the name they like. Give them plenty of time to think and reply.

2. KEEP IT SIMPLE AND CLEAR. Speak slowly and use short, clear sentences. Stay away from complicated questions or topics. If needed, repeat what you said using different words, but do not ask them to remember things. Questions like, “Remember me?” or “Remember we used to…?” can be too much for someone with memory problems.

3. LISTEN ATTENTIVELY. Give them your full attention and listen without interrupting. Pay attention to their facial expressions and gestures, as these can show how they feel or what they need.

4. STAY POSITIVE AND RESPECTFUL. Talk about positive things and, if it feels right, share your own good memories. Do not correct or argue about facts. Instead, recognize their feelings and gently guide the conversation if needed.

5. USE VISUAL AND PHYSICAL CUES. Using gestures, pictures, or familiar objects can help you get your message across, but do not expect them to remember. Approach with words first. Use gentle touch only after a connection is made.

6. REDIRECT WITH COMPASSION. Watch their face and body language to see how they are feeling. If they seem anxious,
gently guide them to something calming or interesting. You could ask if they want coffee, a snack, or to sit and talk.

7. FIND SOME HELP. If you cannot help someone who is upset, ask for help. Find someone in charge or another person who
can assist.

Remaining socially connected is vital for people living with dementia and their care partners because it supports quality of life and enhances health and well-being.

By using these tips, you can help make our community more supportive. Treating others the way you would like to be treated is always a good rule to follow when communicating with people living with dementia as well as others in our community. For more tips on communicating with people living with dementia, go to the Alzheimer’s Association website.

This year Trinity Woods will celebrate a remarkable milestone — 70 years of serving older adults and enriching lives in the Tulsa community. On June 25 at 10:30 a.m. we invite residents, families, team members, and community partners to gather for a special
anniversary brunch honoring the organization’s legacy of compassionate care, innovation, and community impact since its founding in 1956.

The celebration will reflect on seven decades of growth and meaningful service while looking ahead to the future of senior living at Trinity Woods. Special recognition will be given to the many individuals and supporters whose dedication has shaped Trinity Woods over the years.

“Our 70th Anniversary is more than a celebration of time — it is a celebration of people,” said Garrett Lee, Trinity Woods CEO. “For seven decades, Trinity Woods has remained committed to creating a vibrant community where seniors can thrive with dignity, purpose, and connection. We are honored to continue that mission today.”

Since opening its doors in 1956, Trinity Woods has continually evolved to meet the changing needs of older adults while maintaining its faith-based mission and resident-centered values. From pioneering wellness programs to expanding opportunities for lifelong learning and community involvement, the organization has remained focused on enhancing quality of life for every resident it serves.

Legislative officials and community leaders are expected to attend the brunch as Trinity Woods highlights its long-standing contributions to the senior living industry, charitable outreach, and community engagement throughout Tulsa and beyond.
“As we celebrate our history, we are equally excited about the future,” said Lee. “The strength of Trinity Woods has always been rooted in community, compassion, and a shared commitment to serving others.”

The anniversary brunch promises to be both a joyful celebration and a meaningful tribute to the generations who have made Trinity Woods a trusted and beloved part of the Tulsa community for 70 years.

For more information please call 918-346-6671 or email: info@trinitywoodstulsa.com.