Tag Archive for "financial planning"

Four Ways to Set Yourself Up for Success In Your New Job

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 future you are creating, you need proper financial and estate planning.

As you move through this new phase of your life, there are several...

June 16, 2021

Douglas Davis

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Davis Law Group

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Loan, Gift, or Advancement: Why the Classification Matters

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 planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...

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January 27, 2021

Douglas Davis

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Davis Law Group

757, advancement, aid, beneficiaries, Chesapeake, coastal virginia, counsel, currituck county, dare county, Davis Law Group, estate, estate attorney, estate planning, financial planning, gift, greenbrier, Hampton Roads, hrva, inherit, inheritance, Law, lawyer, legal, loan, nc, Norfolk, North Carolina, northeast north carolina, Outer Banks, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, will

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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...
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November 12, 2020

Douglas Davis

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Estate Planning & Administration

757, attorney, bank account, beneficiaries, Chesapeake, coastal virginia, Court, Davis Law Group, DLG, dlgva, eastern virginia, estate, estate law, estate lawyer, estate plan, estate planning, estate planning and trust administration, finances, financial planning, greenbrier, Hampton Roads, hrva, joint ownership, Law, lawyer, legal, marriage, Norfolk, Portsmouth, probate, spouse, Suffolk, survivorship, Tidewater, trust, va, Virginia, Virginia Beach, will

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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...
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May 6, 2020

Jake Balderson

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Estate Planning & Administration

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Tag Archives: financial planning

Four Ways to Set Yourself Up for Success In Your New Job

Congratulations on your new job!

As you move through this new phase of your life, there are several...

Loan, Gift, or Advancement: Why the Classification Matters

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 planning.

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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