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In fact, in many cases, only one person—the executor, or personal representative, of the estate—plays a role in administering a will. This role includes gathering the deceased’s accounts and...

September 8, 2021

Douglas Davis

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Estate Planning & Administration

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What Is a Separate Revocable Living Trust?

When a couple engages in foundational estate planning, one of the first questions addressed by estate planning attorneys is whether it makes sense for the couple to use a revocable living trust (RLT) as a part of their plan.

If using an RLT makes sense, an important follow-up question to married couples should be whether it...

September 2, 2021

Douglas Davis

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Davis Law Group

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How Your Financial and Estate Planning Team Has Your Back

Comprehensive estate and financial plans are not just for the wealthy.

Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team to help you create, manage, and support those plans....

August 26, 2021

Davis Law Group

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Estate Planning & Administration

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Blog

Account Beneficiaries: Why You Should Review Them Regularly

How your accounts are owned has a big impact on your estate plan.

The main objective is usually to ensure that no accounts and property are in only your name when you die.

Who Should You Bring to Your Trust and Estate Administration Meetings?

When a loved one passes, it affects an entire family. However, when it comes to carrying out their wishes, not every family member has an equal say.

What Is a Separate Revocable Living Trust?

When a couple engages in foundational estate planning, one of the first questions addressed by estate planning attorneys is whether it makes sense for the couple to use a revocable living trust (RLT) as a part of their plan.

How Your Financial and Estate Planning Team Has Your Back

Comprehensive estate and financial plans are not just for the wealthy.

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Account Beneficiaries: Why You Should Review Them Regularly

Who Should You Bring to Your Trust and Estate Administration Meetings?

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Account Beneficiaries: Why You Should Review Them Regularly

Who Should You Bring to Your Trust and Estate Administration Meetings?

What Is a Separate Revocable Living Trust?

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