Tag Archive for "trust administration"

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...

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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167

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.

However, signing the trust agreement does not end the estate planning process. To work properly, the trust needs to be funded.

What Is...

August 12, 2020

Jake Balderson

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Estate Planning & Administration

757, attorney, beneficiaries, Chesapeake, coastal virginia, Davis Law Group, Douglas Davis, estate attorney, estate law, estate plan, estate planning, estate planning attorney, greenbrier, Hampton Roads, hrva, Law, lawyer, legal, Norfolk, Portsmouth, revocable living trust, southeastern virginia, Suffolk, Tidewater, trust, trust administration, trust fund, trust funding, trustee, va, Virginia, Virginia Beach, will

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196

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.

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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235

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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248

Tag Archives: trust administration

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.

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.

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