Author Archives: Keith Davis

Dealing With an Elderly Driver

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 their ability to drive safely and … Continue reading

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What is a Durable Power of Attorney?

A power of attorney is a document that allows you to appoint a person to handle your affairs when you’re unable to do so. The person you appoint is referred to as an “Attorney-in-Fact” or “Agent.” A general Power of … Continue reading

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August is Make-A-Will Month

For many people making a will isn’t the most pleasant of tasks, and consequently, too few people do it. According to many surveys most people don’t have a will.  The biggest reason cited by many: They just never got around … Continue reading

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Do You Really Need A Will?

I sometimes hear single or divorced clients say they don’t think they need a will.  A recent case demonstrates why that conclusion is likely erroneous.  Decedent’s siblings claimed that they should have inherited his estate.  And they likely might have … Continue reading

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Avoiding Lost Documents

I frequently hear from clients who inquire about probating their family member’s estate that they cannot locate important documents of the deceased family member even though they know the documents existed.  So, what can you do to avoid this situation … Continue reading

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