Author Archives: Keith Davis

When to Update Your Will or Trust

Friends often ask me whether they need to update their Will or Trust. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills” or “We already have … Continue reading

Posted in Advance Directives, Community Property, Divorce, Estate Planning, Estate Tax, HIPAA, Inheritance, Power of Attorney, Probate, Trusts, Wills | Tagged , , , , , , | Comments Off

What, me worry?!

Some people contacting my office with confusion in their voices are children of parents who set up a living trust and failed to communicate to their children the responsibilities they would have when mom and dad died or became incapacitated.  … Continue reading

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Does Your Estate Plan Include your Digital Assets?

Many of us have prepared our will or trust to distribute our assets when we die.  But what happens if your personal representative cannot find or access your assets?  This is what often occurs regarding your digital assets. So, what … Continue reading

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