Tag Archive for "trust administration"

Last year, Congress integrated the Setting Every Community Up for Retirement Enhancement (SECURE) Act into the Further Consolidated Appropriations Act of 2020, which included special considerations about inheriting retirement accounts for those beneficiaries classified as disabled...

July 21, 2020

Jake Balderson

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Estate Planning & Administration

401K, 757, attorney, Chesapeake, coastal virginia, Davis Law Group, disability, disabled, distribution, DLG, Doug Davis, estate attorney, estate plan, estate planning, greenbrier, Hampton Roads, hrva, inheritance, IRA, Law, lawyer, legal, Norfolk, Portsmouth, retirement savings, retirment account, SECURE Act, southeastern virginia, Suffolk, supplemental needs trust, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, wealth, wealth management, will

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165

Your Nosy Neighbor Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process.

However, because wills are filed at the courthouse, probated estates become a matter of public record. That means your nosy neighbor can simply go down to the courthouse or hop online and find out...

July 10, 2020

Douglas Davis

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Estate Planning & Administration

757, attorney, beneficiaries, Chesapeake, coastal virginia, Court, Davis Law Group, DLG, Doug Davis, estate attorney, estate plan, estate planning, greenbrier, Hampton Roads, hrva, inheritance, Law, lawyer, legal, Norfolk, Portsmouth, probate, public record, southeast Virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, wealth management, will

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194

How to Protect Your Family When You and Your Spouse Work in the Same Business

You and your spouse live together, you work together, and chances are you spend a lot of your free time together.

Having a successful marriage and business takes a lot of hard work and dedication but can also be among the most rewarding things in life. But what happens when your business hits a bump in...

June 9, 2020

Davis Law Group

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Davis Law Group

business, business attorney, business partner, Chesapeake, coastal virginia, corporate law, Davis Law Group, estate plan, estate plan for business, estate planning, family business, family owned, financial power of attorney, greenbrier, Hampton Roads, Law, legal, local business, marriage, Medical Power of Attorney, Norfolk, Portsmouth, small business, southeastern virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, will

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187

Tag Archives: trust administration

Trust Funding: Set Your Trustee Up for Success

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods of incapacity and that their loved ones are financially secure upon their passing.

What Is...

Take Advantage of the New SECURE Act through Supplemental Needs Planning

There have been some significant legal changes recently that may impact how you can maximize your retirement and tax planning.

Your Nosy Neighbor Can Find Out About Your Probate. Really.

Most people think of probate (the process of collecting, managing, and distributing a deceased person’s money and property) as a private process.

How to Protect Your Family When You and Your Spouse Work in the Same Business

You and your spouse live together, you work together, and chances are you spend a lot of your free time together.

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Why Probate Takes So Long and How to Avoid It

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