Davis’s Blog: The place for strong opinions and the naked truth when your wealth is on the line
Davis has strong opinions on things that affect his clients' health and happiness. Here is where you can read them. This is where he shares his knowledge and carries on a conversation with his readers. He covers news, tips, and changing laws and policies that can affect your wealth. You'll also receive alerts about Davis's latest articles and books. Follow Davis here and you'll never be caught off guard.
3/5/2013
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Does Your Credit Report Have Errors?
Atlanta estate planning attorney warns that your credit report has a 20% chance of having errors, according to a recent study by the Federal Trade CommissionCategory: Protect Your Loved Ones from Financial Risks
2/14/2013
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Does Traditional Estate Planning Have Its Priorities Backward?
Any estate plan which doesn't address long-term care and Medicaid planning is outmoded and incomplete. Here's why.Category: Asset Protection for You and Your Loved Ones
2/13/2013
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When Legal Documents Are a Matter of Life and Death
There's one legal document that functions as your own personal "death panel." Make sure it always expresses your current wishes.Category: Wills and Trusts: Cornerstones of Any Estate Plan
2/12/2013
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What is the Best Way to Leave Assets to Minor Children?
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors.Category: Wills and Trusts: Cornerstones of Any Estate Plan
1/1/2013
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Accessibility and Use of Family Vacation Property
How to Address Issues of Accessibility and Encouraging Use of a Family Vacation PropertyCategory: Wills and Trusts: Cornerstones of Any Estate Plan
1/1/2013
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Family cabins: Storage of personal items
Don't let disputes between family members about storage of personal items on family vacation property cause your ancestral family cabin to become a headache.Category: Wills and Trusts: Cornerstones of Any Estate Plan
11/30/2012
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Murder by Power of Attorney?
Did a Missouri lawyer murder her father with a legal document?Category: Wills and Trusts: Cornerstones of Any Estate Plan
11/13/2012
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What the 'fiscal cliff' means for you
The tax provisions set to take effect in 2013 will raise taxes for nearly all Americans.Category: Estate and Inheritance Tax Planning
Labels: Estate Tax Income Tax
11/12/2012
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High Net Worth Business Owners Put Company Ahead of Estate Planning
Nearly eight in ten prioritize job creation, keeping employees, putting them ahead of their own well-being and the well-being of their loved ones.Category: Protect Your Loved Ones from Financial Risks
Labels: Asset Protection Estate Planning
Death, Taxes, and the Coming Zombie Apocalypse
A zombie apocalypse will create an urgent need for government revenues to protect the living and render a large part of the taxpaying public undead.Category: Wills and Trusts: Cornerstones of Any Estate Plan
10/29/2012
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Why Estate Planning?
Your estate plan should adapt to new economic realities, provide control and perspective, and increase the fuel that powers your “Success Engine” — your wealth.
Category: Wills and Trusts: Cornerstones of Any Estate Plan
10/12/2012
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The Federal Estate Tax: The Nightmare That Never Ends (Apparently)
What happens next with the federal estate tax law is pretty much anyone's guess.
Category: Estate and Inheritance Tax Planning
Labels: death tax Estate Tax
10/5/2012
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Flying High Forever: How You Too Can Be A Satellite
At your death, there's a way for your remains to circle the earth in low earth orbit foreverCategory: Wills and Trusts: Cornerstones of Any Estate Plan
10/3/2012
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Owning property jointly with your children is almost never a good idea
When you own property jointly with a child, there is only one good thing that can happen, while there are many bad things as well...some very bad!Category: Wills and Trusts: Cornerstones of Any Estate Plan
10/3/2012
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There is no escape from "Tax-mageddon"
We're now less than 90 days away from some of the most wrenching tax changes everCategory: Wills and Trusts: Cornerstones of Any Estate Plan
10/2/2012
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How you and your lawyer can avoid misunderstandings regarding your wishes
How you and your lawyer can avoid misunderstandings when it comes to designing your estate planCategory: Wills and Trusts: Cornerstones of Any Estate Plan
Davy Jones: Another Month, Another Celebrity Estate Planning Disaster
It seems like a month doesn't go by that we don't see yet another train wreck following the death of a celebrity.Category: Updating Your Old Living Trust
Before surgery, ask your doctor this vital question...
If you are scheduled to have surgery, just before your doctor begins, ask your doctor this one all-important questions.Category: General
You can choose your friends but the Internal Revenue Code chooses your family, at least for estate tax purposes
Tax law contains many definitions of the term “family.” And sometimes they conflict.Category: Wills and Trusts: Cornerstones of Any Estate Plan
Labels: Estate Tax
What happens to the estate plans of unmarried couples when they break up?
Estate planning by unmarried couples raises many unique issues which need to be thoroughly discussed with an estate planning lawyer.Category: General
Boomerang Kids: Yet Another Sign the Recession is Far from Over
More signs of the apocalypse....Category: General
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End-of-life care: How to stand up for your loved one’s healthcare when you disagree with their doctor
What to do when your living will and health care power of attorney aren’t enoughCategory: Wills and Trusts: Cornerstones of Any Estate Plan
Obamacare Taxes: The New 3.8% Surtax
One little known provision is a new 3.8% investment income surtax, also called the health care surtax or the Medicare tax; it will go into effect on January 1, 2013.Category: Wills and Trusts: Cornerstones of Any Estate Plan
Don’t Make Dad’s Living Trust Irrevocable . . . Make It Flexible
An adult daughter wants to know whether she should persuade her father to convert his Revocable Living Trust into an Irrevocable Trust before his mental faculties decline too much.Category: Updating Your Old Living Trust
Leaving property to a child who is in a shaky marriage
You want your adult child to inherit your property but are concerned that it might go to that child's spouse in a divorce. You have more choices than you think.Category: Protect Your Loved Ones from Financial Risks