Monthly Archives: August 2017

Your Inheritance – Are You Ready?

Posted on August 31, 2017 by Keith Davis

Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered. Here are some things … Continue reading →

Posted in Estate Planning, Estate Tax, Financial Planning, Income Tax, Inheritance, Tax, Trusts, Wills | Tagged bank account, estate planning, financial advisor, income tax, inheritance, IRA, special needs trust, taxes, will | Comments Off

National Estate Planning Awareness Week: October 17–23

Posted on August 25, 2017 by Keith Davis

The National Association of Estate Planners & Council is the association of choice for estate planning professionals with nearly 260 affiliated local estate planning councils, and their estimated 29,000 members with ongoing education and a forum for networking within the … Continue reading →

Posted in Estate Planning, Uncategorized | Tagged estate planning, trusts, wills | Comments Off

Are Your Minor Children and Adult Children Protected?

Posted on August 25, 2017 by Keith Davis

I know you’ve heard this from me before, but at this time of year, it is especially important to check some of your important documents to be sure your children are protected. First, your minor children. You should have legal … Continue reading →

Posted in Advance Directives, Estate Planning, Funeral, Guardianship, HIPAA, Power of Attorney, Trusts, Wills | Tagged agent, death, estate planning, guardian, incapacity, Medical Power of Attorney, power of attorney | Comments Off

Avoiding A Contest

Posted on August 7, 2017 by Keith Davis

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone. So here are a few things to keep … Continue reading →