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

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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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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Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

It is about coordinating all aspects of your life so you can be taken care of during times when you are unable to care for yourself, and ensuring your money and property are distributed to the individuals you have selected upon your...

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January 21, 2020

Davis Law Group

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Estate Planning & Administration

757, Chesapeake, coastal virginia, cpa, davis law, Davis Law Group, davis law group pc, DLG, dlgva, Doug Davis, elder law, estate law, estate planning, financial advisor, financial planning, greenbrier, Hampton Roads, hrva, life insurance, Norfolk, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, trust administration, va, Virginia, Virginia Beach, wealth management, will

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New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.
But the truth is that it’s not realistic to think that something you drafted years or even months ago still works for your current situation. To illustrate just how much can change since you last looked over your...
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January 2, 2020

Douglas Davis

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Estate Planning & Administration

757, attorney, Chesapeake, coastal virginia, Davis Law Group, Doug Davis, end-of-life planning, estate attorney, estate plan, estate planning, estate planning and trust administration, financial planning, greenbrier, Hampton Roads, hrva, Law, lawyer, legal, Norfolk, Portsmouth, southeastern virginia, Suffolk, Tidewater, trust, va, Virginia, Virginia Beach, wealth management, will

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Tag Archives: wealth management

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.

Who’s On Your Team?

Estate planning is not just about what happens to your stuff when you die.

New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.

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