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Estate Planning & Administration

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February 8, 2024 Davis Law Group

Before deciding to modify a trust, it is important to consider the tax implications of such action. Modifying a trust could adversely affect income, gift, estate, and/or generation-skipping transfer taxes. Trusts generally are

August 2, 2023 Davis Law Group

Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other, and each spouse wants different beneficiaries to ultimately inherit their estate. One solution to this problem

July 31, 2023 DLG

Families with high net worth can maximize their wealth preservation and minimize their tax liability through a number of legal strategies. However, tax laws continually change and can impact new and existing estate

July 21, 2023 Davis Law Group

You may think of estate planning as just instructions on how to distribute your assets when you pass away, but the truth is that proper estate planning can do a whole lot more.

July 17, 2023 DLG

The wealthy aren't the only ones who use trusts. Rather than focusing on wealth, they serve a variety of purposes and solve specific problems. Do you want to keep your affairs private and

July 13, 2023 Davis Law Group

You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point during your life.

July 3, 2023 DLG

Most young parents do not think about dying or becoming seriously ill or injured. As unlikely as such a serious event is when we are young, it is a possibility. This is why

June 29, 2023 Davis Law Group

Is your estate planning up to date? There are a few simple questions you can ask yourself to find out.   Do you have a will or a trust? Without your own plan you

June 26, 2023 DLG

It is possible that a family member or friend will ask you to act as their power of attorney. Your person may be planning for when they might become unable to take care

June 16, 2023 Davis Law Group

An estate plan that includes a revocable living trust is an excellent way to protect yourself and your loved ones upon your passing or in the event you are unable to manage your