When you schedule your first estate planning meeting with Davis Law Group, one of the first things we ask you to do is complete our DLG Legacy Organizer©. Clients often ask: “Why is
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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
By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the Consolidated Appropriations Act,
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
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
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
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.
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
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
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
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