Monthly Archives: December 2017

Estate Planning for your Vacation Home

Posted on December 20, 2017 by Keith Davis

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading →

Posted in Community Property, deed, Estate Planning, Gift Tax, Inheritance, life insurance, Probate, Tax, Trusts, Wills | Tagged , , , , , , | Comments Off

The Importance of Special Needs Planning

Posted on December 7, 2017 by Keith Davis

If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading →

Posted in Estate Planning, Financial Planning, Guardianship, Inheritance, Special Needs Issues, Special Needs Trust | Tagged , , , | Comments Off