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Author Archives: Keith Davis
One More Reason to Have a Will
Posted in Elder Abuse, Elder Care, Wills
Tagged beneficiary, elder care, estate planning, wills
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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 death, estate planning, funeral, will
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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 directive to physicians and family, estate planning, executor, trustee, trusts, will
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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 agent, death, estate planning, executor, Medical Power of Attorney, power of attorney, probate, trusts, wills
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Help Your Executor!
Imagine this: You have just been told your friend or family member just passed away and they wanted you to handle their affairs. Where do you start? Do you know where they live? Do you know how to get in … Continue reading
Posted in Advance Directives, deed, digital assets, Estate administration, Financial Planning, Funeral, life insurance, Power of Attorney, Probate, Safety Deposit Box, Wills
Tagged bank account, beneficiary, digital assets, estate planning, funeral, income tax, life insurance, wills
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