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March 30, 2022 Douglas Davis

When a loved one dies, their money and property has to be distributed to the appropriate people according to the will, or the state’s laws if a will is not in place. Even

March 18, 2022 Douglas Davis

The legal term “guardian” refers to someone who cares for another individual, often a minor child, who needs special protection for a variety of reasons. Although parents of a minor child can name

March 3, 2022 Douglas Davis

No one wants to think about what would happen to them if they became incapacitated, but it’s a critical plan to have in place for your own welfare and the welfare of your

February 24, 2022 Douglas Davis

The first step to having an effective estate plan is understanding what exactly it is, what purpose it serves, and what type of estate planning vehicles are right for you and your situation.

February 7, 2022 Douglas Davis

Client have occasionally asked us whether their estate plan can include a right of first refusal (ROFR) on assets in their estate. To illustrate this issue, here’s a hypothetical scenario: The Family Farm

January 12, 2022 Douglas Davis

Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance. The reality is, that when someone passes, one of the first

December 9, 2021 Douglas Davis

Imagine if you had spent thousands of dollars on an estate plan, and when the time came – that protection you put so much work into didn’t actually exist? Unfortunately, this happens more

November 17, 2021 Douglas Davis

It's not always immediately clear who should be the person you place your literal trust in to manage your financial affairs, so here are some critical things to consider first. When a trust

September 22, 2021 Douglas Davis

In the golden age of the smartphone, you’re never far from a camera. This has made the sharing of videos and photos easier than ever before. Easy access to a quality camera has

September 16, 2021 Douglas Davis

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.