Author Archives: Keith Davis

Your Funeral – How Much Say Will You Have?

Planning your funeral can save your loved ones extra stress in a time of grief. But there are several things to consider: Do you want to be buried in a cemetery?  If so, which one and where?  Do you want … Continue reading

Posted in Estate Planning, Funeral, life insurance, Wills | Tagged , , , | Comments Off

Don’t Let Estate Planning Scare You This Halloween

Estate planning is sometimes thought to be a scary process.  Right up there with purchasing life insurance or having a root canal.  But almost all of my clients breathe a sigh of relief when they have completed the process saying … Continue reading

Posted in Advance Directives, Estate Planning, Power of Attorney, Special Needs Trust, Trusts, Wills | Tagged , , , , , | Comments Off

Estate Planning Myths

There are many mistaken beliefs by the populace when it comes to wills, trusts and probate.  I hear some of them when I meet with clients.  But more often I hear these particular myths when speaking with people who don’t … Continue reading

Posted in Estate Planning, Probate, Wills | Tagged , , , , , , , , | Comments Off

Long Term Care Planning

Have you been pondering how to cover the cost of long term care?  Long term care insurance is one way many people choose to protect themselves against the cost of long term care at home or in nursing facilities.  Whether … Continue reading

Posted in Elder Care, Estate Planning, Financial Planning, Uncategorized | Tagged , , , | Comments Off