Tag Archive for "probate" | Davis Law Group, P.C.

The estate planning process and associated documents are critical to making decisions on the loved one’s behalf, gaining access to accounts, and discovering your deceased loved one’s wishes regarding how to distribute the individual’s money and property....

April 15, 2021

Douglas Davis

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Estate Planning & Administration

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206

My Loved One Has Died – What Do I Do Now?

When a family member or other loved one dies, grief and shock can sometimes be overwhelming.

The last thing most people want to think about is making phone calls or funeral arrangements. Some things do not need to be done immediately, but there are some steps that should be taken soon after the loss of your...

April 1, 2021

Douglas Davis

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Estate Planning & Administration

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286

What to Do When You Inherit a Retirement Account

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.

There is no question that doing so can be a powerful way to reduce current income tax liability, increase savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and...

December 10, 2020

Douglas Davis

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Davis Law Group

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225

Tag Archives: probate

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.

What to Do If You Can’t Find Your Loved One’s Documents

If a loved one has recently died or become mentally incapacitated, finding the person’s estate planning documents is essential.

My Loved One Has Died – What Do I Do Now?

When a family member or other loved one dies, grief and shock can sometimes be overwhelming.

What to Do When You Inherit a Retirement Account

For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.

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Account Beneficiaries: Why You Should Review Them Regularly

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