Monthly Archives: September 2014

Protecting Your Digital Assets

Posted on September 29, 2014 by Keith Davis

With just about every household having at least one computer and most having multiple phones and tablets, digital assets are becoming a big part of many people’s estates.  Heirs often are experiencing unexpected difficulty in locating, accessing, and transferring those … Continue reading →

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How to plan for when your special needs student wants to live independently

Posted on September 24, 2014 by Keith Davis

Reprinted from Dallas Morning News blog By Robin LeoGrande/Special Needs Insider Here’s a new idea for students with special needs in North Texas: Having housing available to meet transition plans that include moving into more independent housing options soon after students … Continue reading →

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Where Did Your Inheritance Go?

Posted on September 8, 2014 by Keith Davis

A recent study covering people in their 20s, 30s, and 40s indicates that roughly half of all money inherited is saved and the other half spent or lost investing.  The author of another study concluded that almost one in five … Continue reading →

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Documents Everyone Needs in Their Estate Plan

Posted on September 2, 2014 by Keith Davis

I sometimes have people come to me and say all they want is a will.  Or all they want is a power of attorney.  Or some other document.  My usual response is to ask them what other estate planning documents … Continue reading →

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