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Tag Archives: Douglas Davis

Untangling Custody During the Holidays: How the Collaborative Process Can Help

holiday custody and collaborative divorce

Collaborative Divorce is a process where both parties commit to negotiating a mutually acceptable resolution without having to go to court.

This requires open communication and information sharing and should create a solution that acknowledges the highest priorities of all. That means that if...
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The Customized Estate Plan: 5 Things to Talk About with Your Family this Holiday Season

The Customized Estate Plan_

You intend to pass along your wealth through your estate plan, but what about your wisdom?

Ensuring you accomplish both means having a conversation with your family about your money, your legacy, and your core principles. With the holidays coming up quickly, family dinners and...
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1031 Tax-Deferred Exchange: 7 Practical Considerations

1031 Tax Deferred Exchange- part 3

In our last two blogs we’ve been discussing different aspects of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.

Because of the complexity of the issues, we’ve...
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Money Isn’t Everything in Estate Planning

How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be...
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