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Author Archives: Keith Davis
Do You Know Your Probate Terminology?
The Dallas Morning News had a great column this week written by Virginia Hammerle on terms heard when talking about probate. I am reprinting below that entire article. Cracking the code The special language of probate LEGAL TALK TEXAS At … Continue reading
Posted in Debts, Estate Tax, Income Tax, Inheritance, Probate, Tax, Wills
Tagged administrator, death, executor, income tax, probate, taxes, wills
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Divorce Changes your Estate Planning Documents!
Occasionally people will tell me something like, “I’ve had my will done since my first marriage.” That always gives me concern, because if what they meant is that they and their first spouse did estate planning documents and then they … Continue reading
Posted in Advance Directives, Beneficiary designation, Community Property, Divorce, Estate Planning, life insurance, Power of Attorney, Probate, Wills
Tagged bank account, beneficiary, divorce, estate planning, power of attorney, wills
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Do You Know Where Your Will is Located?
I will often have people call to update their will. When I meet with them they usually have a copy of the will to show me. I will usually ask them if they know where their original will is located. … Continue reading
Posted in Estate Planning
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Basics of a Texas Will
A Will is a legal document that has several functions. It typically allows you to identify your beneficiaries, designate the way in which your property will be distributed, nominate an executor to manage your estate and distribute it according to … Continue reading
Posted in Estate Planning, Inheritance, Probate, Wills
Tagged estate, estate planning, probate, will
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Worried about an older relative’s driving?
Reprint from my November 2011 post. This subject isn’t exactly estate planning, but it is something an increasing number of clients face. I saw this article on the topic of dealing with parents or other loved ones who are losing … Continue reading
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