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Author Archives: Keith Davis
Avoiding A Contest
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
Posted in Uncategorized
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Preparing for College in the Fall
With a new school year about to start, I am reprinting an article I posted several years ago for parents with children going off to college or just moving out of the house. If you decide you might need to … Continue reading
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Update Your Beneficiary Designations!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your children have moved out on their own and perhaps have … Continue reading
Posted in Beneficiary designation, deed, Estate Planning, Financial Planning, Inheritance, life insurance, Special Needs Issues, Special Needs Trust, Wills
Tagged bank account, beneficiary, death, estate planning, IRA, life insurance, special needs trust, trust, will
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Involving Your Entire Family in Planning
As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading
Posted in Estate Planning, Financial Planning, Inheritance, Trusts, Uncategorized, Wills
Tagged beneficiary, caregiver, death, estate planning, financial advisor, planning, trusts, wills
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Why Do People Want to Avoid Probate?
When a loved one passes away, people react differently. This is obvious from attending any funeral; some are stoic, some are very emotional, and many are in between. But beyond the emotional and grieving process, people also react differently addressing … Continue reading
Posted in Beneficiary designation, Estate Planning, Probate, Trusts, Wills
Tagged beneficiary, codicil, death, estate, estate planning, executor, heirs, probate, trust, will
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