Author Archives: Keith Davis

Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … Continue reading

Posted in Uncategorized | Comments Off

Preparing for College in the Fall

With a new school year about to start, I am reprinting an article I posted several years ago for parents with children going off to college or just moving out of the house.  If you decide you might need to … Continue reading

Posted in Uncategorized | Comments Off

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 , , , , , , , | Comments Off

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 , , , , , , , , , | Comments Off