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

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

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Estate Planning & Administration

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166

6 Critical Things You Should Have at Your First Estate Planning Meeting

If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law.

Your initial meeting with an estate planning attorney is a good opportunity to discuss your family’s financial situation as well as your concerns and goals. If you are...

July 8, 2021

Douglas Davis

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Estate Planning & Administration

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144

Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

The death of a loved one is one of the most difficult times in a person’s life.

Nothing can truly prepare you for such a loss. However, dealing with the financial stress of frozen bank accounts can increase the stress. Without proper planning, your loved one could struggle to gain access to your accounts, creating real...

November 12, 2020

Douglas Davis

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Estate Planning & Administration

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385

What It Means to Be a Power of Attorney: The Basics

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why.

Whether you are unfamiliar with the concept or simply need of a refresher, keep reading to learn what it means to be an agent under a...

May 6, 2020

Jake Balderson

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Estate Planning & Administration

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377

Tag Archives: finances

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

6 Critical Things You Should Have at Your First Estate Planning Meeting

If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law.

Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

The death of a loved one is one of the most difficult times in a person’s life.

What It Means to Be a Power of Attorney: The Basics

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why.

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