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May 28, 2013 Douglas Davis

The use of a joint revocable living trust as the primary estate planning instrument may be appropriate in limited circumstances, but its use can result in significant gift and estate tax problems in larger

April 24, 2013 Douglas Davis

[dropcap4 variation="red"]I[/dropcap4]t is not often that we have the ability to eliminate capital gains tax on the transfer of an appreciated asset, obtain income for life and the life of our spouse, and

March 21, 2013 Davis Law Group

Presented by: Doug W. Davis, Davis Law Group, and Robin W. Tull Jr., CFP, Tull Financial Group The Chesapeake Regional Health Foundation will be hosting an educational seminar on Estate Planning.  We invite

March 11, 2013 Davis Law Group

Do you own a small business or plan to start a new business with a partner/co-owner?  Have you considered what will happen in the event of your death or your business partner’s death? 

January 14, 2013 Douglas Davis

As you probably know, Congress avoided the so-called fiscal cliff by passing the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013.

January 9, 2013 Davis Law Group

I previously posted a two part series entitled “The Transfer of Title and Sale of Real Estate after Death” which can be found here: PART I and PART II.  This has proven to be

December 27, 2012 Douglas Davis

[image_frame style="framed" align="left" title="W-2"]/wp-content/uploads/2012/12/w-2-or-1099-images.jpg[/image_frame] In times of growth small business owners have often had to determine whether they should outsource work to independent contractors or hire additional part time or full time employees. 

December 12, 2012 Douglas Davis

What Is Estate Planning? Estate planning is a process that primarily addresses who will receive your assets at death and the manner in which those assets are transferred to your beneficiaries.  Further, a

December 6, 2012 Davis Law Group

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November 15, 2012 Davis Law Group

"Estate Planning Mistakes - and How to Avoid Them" -- Presented by Doug W. Davis, Davis Law Group and Robin W. Tull Jr., CFP, Tull Financial Group, Inc. The Chesapeake Regional Health Foundation