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Author Archives: Keith Davis
Update Your Beneficiary Designations!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your children have moved out on their own and perhaps have … Continue reading
Posted in Beneficiary designation, deed, Estate Planning, Financial Planning, Inheritance, life insurance, Special Needs Issues, Special Needs Trust, Wills
Tagged bank account, beneficiary, death, estate planning, IRA, life insurance, special needs trust, trust, will
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Involving Your Entire Family in Planning
As our families grow, the change can be exciting but it should also be a reminder to keep plans updated. As we age, whether we are grandparents, parents, aunts, uncles or parents with small children, we should create or update … Continue reading
Posted in Estate Planning, Financial Planning, Inheritance, Trusts, Uncategorized, Wills
Tagged beneficiary, caregiver, death, estate planning, financial advisor, planning, trusts, wills
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Why Do People Want to Avoid Probate?
When a loved one passes away, people react differently. This is obvious from attending any funeral; some are stoic, some are very emotional, and many are in between. But beyond the emotional and grieving process, people also react differently addressing … Continue reading
Posted in Beneficiary designation, Estate Planning, Probate, Trusts, Wills
Tagged beneficiary, codicil, death, estate, estate planning, executor, heirs, probate, trust, will
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Uncle Harry Was Single When He Died Without a Will
In my last post, we discussed what happens to a person’s estate when they die without a will. That post focused on the decedent being a married person at the time of death. This post will consider what happens to … Continue reading
Posted in Estate Planning, Inheritance, Probate, Separate property, Trusts, Wills
Tagged estate planning, heir, inheritance, minors, probate, trust
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What Happens to My Estate If I Die Without a Will?
If you die without a Will, the result is largely controlled by the state where you resided at the time of your death. However, if you own real property, the state in which that real property is located will control … Continue reading
Posted in Community Property, Estate Planning, Funeral, Inheritance, Probate, Separate property, Wills
Tagged community property, death, digital assets, estate, Gift, inheritance, intestacy, separate property, will
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