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Author Archives: Keith Davis
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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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 caregiver, elder care, estate planning, long term care insurance
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Recently Married Persons Should Make New Wills
Astute persons realize that executing a will makes sense even for single individuals. In fact, from the perspective of the estate planning attorney, working with single persons is often more challenging than working with married couples, regardless of whether they … Continue reading
Posted in Community Property, Estate Planning, Inheritance, Separate property, Wills
Tagged beneficiary, community property, death, estate planning, pretermitted spouse, separate property, surviving spouse, will
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Are Firearms in Your Estate?
If you own any firearms or ammunition, you need to be especially vigilant in your estate planning. Not only must you determine if your firearms and ammunition must be registered under the NFA and possibly other laws, but you need … Continue reading
Posted in Beneficiary designation, Estate Planning, Firearms, Inheritance, Trusts, Wills
Tagged beneficiary, estate planning, executor, Firearm, trust
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