Tag Archive for "trust administration"

How to Include Noncitizens in Your Estate Plan

With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown far more diverse in terms of citizenship.

It is no longer uncommon for spouses from different countries to retain citizenship in their native countries. Many couples split their time between the United States and...

March 3, 2021

Douglas Davis

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Davis Law Group

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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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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...
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December 10, 2020

Douglas Davis

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Davis Law Group

401K, 757, attorney, beneficiaries, Chesapeake, coastal virginia, Davis Law Group, Douglas Davis, estate, estate attorney, estate planning, estate planning and trust administration, financial, greenbrier, Hampton Roads, heir, inherit, inheritance, IRA, Law, lawyer, legal, Norfolk, Portsmouth, probate, qualified minimum distributions, qualified retirement account, retirement, retirement account, savings, southeastern virginia, Suffolk, Tidewater, trust, trust administration, trustee, va, Virginia Beach, wealth management, will

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COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic.
With all of the unknowns of our current situation, you need some certainty. Having an up-to-date estate plan can be the first step toward providing that certainty in an uncertain world. Many people view...
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September 30, 2020

Douglas Davis

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Davis Law Group

757, attorney, Chesapeake, child, coronavirus, covid, covid-19, Davis Law Group, Doug Davis, estate law, estate plan, estate planning, greenbrier, guardianship, Hampton Roads, health, hrva, Law, lawyer, legal, minor, minor trust, Norfolk, pandemic, Portsmouth, safety, southeast Virginia, Suffolk, Tidewater, trust administration, trust fund, trustee, va, Virginia, Virginia Beach

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Tag Archives: trust administration

How to Include Noncitizens in Your Estate Plan

With our society becoming increasingly mobile and international travel becoming more affordable than ever before, families and family-like relationships have steadily grown far more diverse in terms of citizenship.

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.

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.

COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic.

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How to Include Noncitizens in Your Estate Plan

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