Tag Archives: tax

Estate Planning for your Vacation Home

Posted on December 20, 2017 by Keith Davis

If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective.   How and whether that home will be passed on to others is a serious concern that can result in … Continue reading →

Posted in Community Property, deed, Estate Planning, Gift Tax, Inheritance, life insurance, Probate, Tax, Trusts, Wills | Tagged , , , , , , | Comments Off

Update Your Will

Posted on November 6, 2015 by Keith Davis

You should read your will at least every few years to make sure it is current. It is amazing how many people think they designated one person to serve as executor only to discover they designated someone who they now … Continue reading →

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When to update your Will

Posted on June 16, 2015 by Keith Davis

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

Posted in Advance Directives, Beneficiary designation, Estate Planning, HIPAA, Trusts, Wills | Tagged , , , , , , , | Comments Off

Keeping Your Will Up To Date

Posted on November 7, 2013 by Keith Davis

Preparing a will is one of the best ways to be certain that upon your death your property will be distributed according to your wishes. What many people don’t realize, however, is that keeping your will up to date is … Continue reading →

Posted in Beneficiary designation, Estate Planning, Estate Tax, Income Tax, Special Needs Trust, Wills | Tagged , , , , , , , , , , | Comments Off

Helping Kids With Their Debt Problems

Posted on March 13, 2013 by Keith Davis

Occasionally a client will discover that they really do have more money than they are likely to need during their lifetime.  Often they will want to help their kids who might have incurred education, medical or other debts.   Most clients … Continue reading →

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