Tag Archives: will

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

Key Issues In Selecting A Trustee

Posted on January 5, 2020 by Keith Davis

A trustee should be designated any time you are creating a trust.  There are many types of trusts.  Sometimes we create trusts to be effective immediately.  Other times we create them within a will to be effective upon death or … Continue reading →

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The Danger of Not Reviewing Your Will

Posted on December 4, 2019 by Keith Davis

I cannot tell you how many times I hear people tell me “I already have a Will. I don’t need your services.” That statement might be correct, but often people don’t recall exactly what is in their Will. That’s why … Continue reading →

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Four Key Reasons to Have a Will

Posted on October 30, 2019 by Keith Davis

The question occasionally arises at a social event when someone introduces me as an attorney who helps people with their estate planning. “I don’t really need a will, do I?” Here are some thoughts on that question. 1. Children – … Continue reading →

Posted in Community Property, Estate administration, Estate Planning, Guardianship, Probate, Special Needs Trust, Wills | Tagged , , , , , | Comments Off

Does Your Estate Plan Include your Digital Assets?

Posted on June 20, 2019 by Keith Davis

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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