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Author Archives: Keith Davis
Debts After Death
Dealing with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on the deceased person’s debts – most frequently credit card debts. But can a bank collect a credit card … Continue reading
Posted in Community Property, Debts, Financial Planning, Inheritance, Probate, Separate property, Trusts, Wills
Tagged bank account, beneficiary, community property, executor, inheritance, probate, separate property, trusts, wills
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Planning for the Long Term
As with so many aspects of planning for our futures, many people try to hide their head in the sand when it comes to planning for living a long life that might involve a period of time when our expenses … Continue reading
Posted in Debts, Elder Care, Estate Planning, Financial Planning, life insurance
Tagged elder care, estate planning, financial advisor, life insurance, long term care insurance, long term planning
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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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