Tag Archive for "financial planning"

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) will have a positive impact for many older Americans but could have negative tax consequences for many beneficiaries of their retirement accounts.

The Good and the Bad (and the Confusing)

The SECURE Act...

February 20, 2020

Davis Law Group

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Estate Planning & Administration

757, attorney, Chesapeake, coastal virginia, Davis Law Group, estate attorney, estate law, estate planning, financial planning, greenbrier, Hampton Roads, hrva, IRA, ira distributions, IRS, Law, lawyer, Norfolk, Portsmouth, retirement planning, secure trade act, southeastern virginia, Suffolk, tax code, tax law, Tidewater, va, Virginia, Virginia Beach

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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...

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January 21, 2020

Davis Law Group

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Estate Planning & Administration

757, Chesapeake, coastal virginia, cpa, davis law, Davis Law Group, davis law group pc, DLG, dlgva, Doug Davis, elder law, estate law, estate planning, financial advisor, financial planning, greenbrier, Hampton Roads, hrva, life insurance, Norfolk, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, wealth management, will

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New Year, New Decade, New Estate Plan

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 or even months ago still works for your current situation. To illustrate just how much can change since you last looked over your...
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January 2, 2020

Douglas Davis

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Estate Planning & Administration

757, attorney, Chesapeake, coastal virginia, Davis Law Group, Doug Davis, end-of-life planning, estate attorney, estate plan, estate planning, estate planning and trust administration, financial planning, greenbrier, Hampton Roads, hrva, Law, lawyer, legal, Norfolk, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, va, Virginia, Virginia Beach, wealth management, will

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Tag Archives: financial planning

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.

The SECURE Act: the Good, the Bad and the Confusing

On January 1, 2020, the most impactful retirement account legislation in decades became law.

The Good and the Bad (and the Confusing)

Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.

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