Category Archives: HIPAA

Seven Reasons Why Everyone Should Have a Will

Posted on March 20, 2020 by Keith Davis

Estate planning is a broad concept that can incorporate tax planning, financial and retirement planning, planning for disability and planning for death.  As this suggests you should not only consult an attorney as part of your estate planning, but you … Continue reading →

Posted in Advance Directives, Beneficiary designation, Divorce, Estate administration, Estate Planning, Financial Planning, HIPAA, Power of Attorney, Uncategorized, Wills | Tagged , , , , , , , , | Comments Off

When to Update Your Will or Trust

Posted on August 9, 2019 by Keith Davis

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

Are You Still the Parents of Your “Adult” Children?

Posted on April 11, 2019 by Keith Davis

In an article in the Dallas Bar Association’s “Headnotes” newsletter, Lori Ashmore and Gary Ashmore of The Ashmore Law Firm, PC remind us that while we are biologically still the parents of our adult children, we may not be allowed to … Continue reading →

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Are Your Minor Children and Adult Children Protected?

Posted on August 25, 2017 by Keith Davis

I know you’ve heard this from me before, but at this time of year, it is especially important to check some of your important documents to be sure your children are protected. First, your minor children.  You should have legal … Continue reading →

Posted in Advance Directives, Estate Planning, Funeral, Guardianship, HIPAA, Power of Attorney, Trusts, Wills | Tagged , , , , , , | Comments Off

Preparing for College in the Fall

Posted on July 11, 2017 by Keith Davis

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 →

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