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financial planning

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January 4, 2023 Douglas Davis

You may think that your estate plan is something you already checked off your to-do list years ago. But the truth is that it’s not realistic to think that something you drafted years

April 14, 2022 Douglas Davis

Car crashes, incidents and fatalities are an unfortunate reality in our increasingly hectic and fast paced world. According to the CDC, about three million people in the US are injured every year in

February 7, 2022 DLG

It can be difficult to discuss estate planning with our parents. Even broaching the subject can seem daunting. Despite the challenging nature of this subject, it is one of the most important conversations

September 16, 2021 Douglas Davis

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.

August 4, 2021 Douglas Davis

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

June 16, 2021 Douglas Davis

Congratulations on your new job! Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the

January 27, 2021 Douglas Davis

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

May 6, 2020 Jake Balderson

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

February 20, 2020 Davis Law Group

On January 1, 2020, the most impactful retirement account legislation in decades became law. The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older