Monthly Archives: October 2011

Estate planning? How to make the most of your money

Posted on October 25, 2011 by Keith Davis

The Dallas Morning News published the following article in its Seniors section today. I thought it was good and worth reprinting here. (ARA) – When it comes to financial planning, making smart investments and planning for the future aren’t your … Continue reading →

Posted in Advance Directives, Estate Planning, Guardianship, Power of Attorney, Wills | Tagged estate planning, financial advisor, minors, seniors, trusts, wills | Comments Off

Beneficiary Designations

Posted on October 18, 2011 by Keith Davis

Many people think of estate planning as simply doing a will or maybe a trust. But estate planning is much more than that. It may include designating guardians for minors or incapacitated individuals; it may include powers of attorney and … Continue reading →

Posted in Estate Planning, Probate, Wills | Tagged beneficiary, estate planning, probate, wills | Comments Off

Planning After the Loss of a Spouse is Important

Posted on October 17, 2011 by Keith Davis

The loss of a spouse, whether anticipated or not, is an extremely emotional time. It is not a time when we naturally think about planning, but planning is something that needs to be addressed shortly after such an event. Of … Continue reading →

Posted in Estate Planning, Power of Attorney, Probate, Uncategorized, Wills | Tagged death, estate planning, financial advisor, spouse | Comments Off

Living Wills May Help Curb Costs

Posted on October 5, 2011 by Keith Davis

Advance directives, such as living wills, that many of you execute as part of your estate planning could be a powerful tool for controlling costs in end-of-life care. Earlier this week researchers reported that advance directives specifying limitations in end-of-life care … Continue reading →

Posted in Advance Directives, Estate Planning, Terminal care | Comments Off

Five Reasons You Don’t Need a Will??

Posted on October 1, 2011 by Keith Davis

Often in a social setting, when someone has found out what I do for a living, I will hear the half question/half statement, “I don’t need a will!” More often than not I sense that the individual is really seeking … Continue reading →