Tag Archive for "financial planning"

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

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

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166

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

757, Chesapeake, Davis Law Group, disability, DLG, employee benefits, Employment, estate attorney, estate law, estate plan, financial planner, financial planning, greenbrier, Hampton Roads, health insurance, hrva, insurance, job, Law, legal, life insurance, new job, Norfolk, northeastern North Carolina, Portsmouth, retirement, retirement benefits, southeastern virginia, Suffolk, tax, tax strategy, tax withholdings, Tidewater, Virginia Beach

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317

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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Tag Archives: financial planning

Account Beneficiaries: Why You Should Review Them Regularly

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.

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

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.

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