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June 6, 2022 DLG

Most older adults consider estate planning to be essential. Yet, nearly half of Americans age 55 or more do not have a will, and even fewer have designated powers of attorney, a living

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 21, 2022 DLG

There is a question we hear all the time: “Can’t I just get a will off the internet, do a transfer-on-death deed for my land, and put my kids on my bank account?”

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 17, 2022 DLG

Just like you should visit your doctor for a yearly check-up, you should review your estate planning documents annually to make sure they are up-to-date. Children grow up, marriages dissolve, property gets sold,

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

January 5, 2022 Douglas Davis

You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s