Tag Archive for "757" | Davis Law Group, P.C.

Anyone who cares for a person or cause and who wants to provide for the person or cause after they die can benefit from such plans. Along with comprehensive estate and financial plans comes a team to help you create, manage, and support those plans....

August 26, 2021

Davis Law Group

Permalink

Estate Planning & Administration

757, attorney, beneficiary, Chesapeake, coastal virginia, elder abuse, elder law, elderly, estate, estate attorney, estate law and trust administration, estate plan, estate planning, financial, financial planner, fraud, greenbrier, Hampton Roads, hrva, lawyer, Norfolk, Portsmouth, southeastern virginia, Suffolk, testament, Tidewater, trust, va, Virginia, Virginia Beach, will

Comments are closed

131

When You May Not Be Able to Use a Financial Power of Attorney

Besides directing what happens to your finances when you pass away, a comprehensive estate plan also addresses the possibility that you could become unable to handle your financial affairs while you are still alive.

You may have signed a financial power of attorney (POA) that allows one or more people to act on your behalf if...

August 18, 2021

Douglas Davis

Permalink

Davis Law Group

757, agent, attorney, Chesapeake, coastal virginia, estate attorney, estate law, estate planning, financial power of attorney, greenbrier, Hampton Roads, hrva, IRS, Law, lawyer, legal, Norfolk, POA, Portsmouth, power of attorney, social security, southeastern virginia, ssa, Suffolk, tax, taxes, Tidewater, va, veterans affairs, Virginia Beach

Comments are closed

127

Tax Basis: What You Need to Know and How It Can Impact Your Estate

“Tax basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about.

Nevertheless, a basic understanding of the concept can be very helpful for understanding important estate planning strategies used by your attorney and financial...

August 11, 2021

Davis Law Group

Permalink

Davis Law Group

757, attorney, beneficiaries, capital gains, capital gains tax, Chesapeake, Davis Law Group, death tax, Douglas Davis, estate, estate planning, estate tax, greenbrier, Hampton Roads, heirs, hrva, inheritance, Law, legal, Norfolk, Portsmouth, southeast Virginia, Suffolk, tax, tax attorney, tax basis, tax changes, tax code, tax law, taxes, Tidewater, va, Virginia, Virginia Beach

Comments are closed

162

Tag Archives: 757

Account Beneficiaries: Why You Should Review Them Regularly

How your accounts are owned has a big impact on your estate plan.

The main objective is usually to ensure that no accounts and property are in only your name when you die.

How Your Financial and Estate Planning Team Has Your Back

Comprehensive estate and financial plans are not just for the wealthy.

Tax Basis: What You Need to Know and How It Can Impact Your Estate

“Tax basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about.

Our Practice Areas Include:

Categories

Recent Blog Posts

Account Beneficiaries: Why You Should Review Them Regularly

Who Should You Bring to Your Trust and Estate Administration Meetings?

Popular Posts

Account Beneficiaries: Why You Should Review Them Regularly

Who Should You Bring to Your Trust and Estate Administration Meetings?

What Is a Separate Revocable Living Trust?

Search Our Site