Category Archive for "Davis Law Group"

How to Include Noncitizens in Your Estate Plan

With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown far more diverse in terms of citizenship.

It is no longer uncommon for spouses from different countries to retain citizenship in their native countries. Many couples split their time between the United States and...

March 3, 2021

Douglas Davis

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Davis Law Group

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Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...

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January 27, 2021

Douglas Davis

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Davis Law Group

757, advancement, aid, beneficiaries, Chesapeake, coastal virginia, counsel, currituck county, dare county, Davis Law Group, estate, estate attorney, estate planning, financial planning, gift, greenbrier, Hampton Roads, hrva, inherit, inheritance, Law, lawyer, legal, loan, nc, Norfolk, North Carolina, northeast north carolina, Outer Banks, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, will

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Proactive Long-Term Medicaid Planning

As we head into the holidays this year, this season will likely look significantly different from years past.
Out of concern for older and high-risk family members, most families will probably celebrate apart, or at least with masks and proper social distancing. For family members in nursing homes and other health care facilities, the isolation can...
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December 16, 2020

Stephen Haynes

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Davis Law Group

757, administration, assisted living, attorney, Chesapeake, coastal virginia, Davis Law Group, elder care, elder law, elderly, estate attorney, estate plan, estate planning, greenbrier, Hampton Roads, health, hrva, Law, lawyer, legal, long-term care, medicaid, medicare, Norfolk, nursing home, Portsmouth, southeast Virginia, stephen haynes, Suffolk, Tidewater, trust, va, Virginia, Virginia Beach, will

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What to Do When You Inherit a Retirement Account

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.
There is no question that doing so can be a powerful way to reduce current income tax liability, increase savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and...
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December 10, 2020

Douglas Davis

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Davis Law Group

401K, 757, attorney, beneficiaries, Chesapeake, coastal virginia, Davis Law Group, Douglas Davis, estate, estate attorney, estate planning, estate planning and trust administration, financial, greenbrier, Hampton Roads, heir, inherit, inheritance, IRA, Law, lawyer, legal, Norfolk, Portsmouth, probate, qualified minimum distributions, qualified retirement account, retirement, retirement account, savings, southeastern virginia, Suffolk, Tidewater, trust, trust administration, trustee, va, Virginia Beach, wealth management, will

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Category Archives: Davis Law Group

How to Include Noncitizens in Your Estate Plan

With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown far more diverse in terms of citizenship.

Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Proactive Long-Term Medicaid Planning

As we head into the holidays this year, this season will likely look significantly different from years past.

What to Do When You Inherit a Retirement Account

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.

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