| The "Daily Plan-It" | Sample Newsletters |
Volume 6 Issue 15 Choosing an Effective Estate Planning Attorney |
Few things are more important to the success of a client's plan - or the success of a professional practice - than the relationship that is formed between professional advisors who mutually serve a client and the client's family. |
Volume 7, Issue 15 The Terri Schiavo Case: Lessons Learned |
Regardless of your view of the Schiavo case, the importance of making your health care wishes known to those around you has become painfully obvious. |
Volume 6 Issue 1 Financial Planners Play a Vital Role in Their Clients' Estate Planning |
One of the most common reasons estate plans don't accomplish the goals that they were designed for is that the plan is never fully implemented. By the unique nature of the financial advisor's relationship with their clients, they have the ability to increase the chances of a plan being full implemented. |
Volume 4 Issue 24 Mom Pulls a |
Anna...of Parker, S.D. had four children. She decided - on her own - to leave the largest share of her estate to her son, Ronald. She figured he deserved it because he had worked the family farm for about 30 years. It was to be his reward for staying close the home while Ronald's siblings all moved away to California. Like most families who decide to divide their wealth unequally, the plan literally backfired! |
Volume 5 Issue 5 What About Me?
|
An often over-looked part of estate planning is planning for mental disability. Many of us have been in the uncomfortable position of having to take care of a relative or friend who can't handle his or her financial affairs anymore. It could happen to you one day. |
The Law Offices of
Steven E. Davidson
1300 Clay Street, Suite 600
Oakland, CA 94612
Phone – (510) 527-6774 Fax – (510) 527-6747
Email – stevendavidsonesq@comcast.net
Office Administration Joelle Davidson
Email – joelledavidson@comcast.net
1300 Clay Street, Suite 600
Oakland, CA 94612
Phone – (510) 527-6774 Fax – (510) 527-6747
Email – stevendavidsonesq@comcast.net
Office Administration Joelle Davidson
Email – joelledavidson@comcast.net