Davis Law Group, P.C.

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

243

Gifts Your Family Will Love but the IRS Won’t Tax

What changes will we see to the tax code in the near future?

At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones.

Make Annual Exclusion Gifts

Annual exclusion gifts are transfers of money or property in...

August 4, 2021

Douglas Davis

Permalink

Estate Planning & Administration

attorney, beneficiaries, Chesapeake, coastal virginia, counsel, Davis Law Group, educational exclusion, estate attorney, estate plan, estate planning, estate planning and trust administration, finances, financial planning, gifts, greenbrier, Hampton Roads, heirs, hrva, IRS, Law, law firm, lawyer, legal, medical exclusion, Norfolk, Portsmouth, southeast Virginia, Suffolk, tax, tax code, tax free gifts, tax law, taxable gifts, taxable income, Tidewater, va, Virginia, Virginia Beach

Comments are closed

202

Tag Archives: beneficiaries

Is Your Estate Plan Unfinished? Resolve to Get it Done in 2022.

You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s definitely something you need to put on your To-Do list for 2022.

Seven Tips to Avoid Family Fights Over Property

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation.

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.

Gifts Your Family Will Love but the IRS Won’t Tax

What changes will we see to the tax code in the near future?

Make Annual Exclusion Gifts

Our Practice Areas Include:

Categories

Recent Blog Posts

Criminal Scams on the Rise During the COVID-19 Pandemic

Review Your Estate Plan Annually to Make Sure It Is Up-to-Date

Popular Posts

Criminal Scams on the Rise During the COVID-19 Pandemic

Review Your Estate Plan Annually to Make Sure It Is Up-to-Date

Could Your Heirs or Beneficiaries Receive a Smaller Inheritance Than You Thought?

Search Our Site