Tag Archive for "wealth" | 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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106

Four Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich

- the top 1 % - maybe the top 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan....

May 23, 2019

Davis Law Group

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Davis Law Group

1%, 757, advice, assets, attorney, Chesapeake, coastal virginia, COVA, estate administration, estate plan, estate planning, greenbrier, Hampton Roads, hrva, Law, lawyer, legal, Norfolk, Portsmouth, rich, savings, southeastern virginia, Suffolk, Tidewater, top 1%, trust, trust administration, Virginia Beach, wealth, wealth management, who needs an estate plan, will

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465

Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

Whether you just signed a multiyear, multimillion-dollar employment contract, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below are four estate...

March 8, 2019

Douglas Davis

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Estate Planning & Administration

assets, attorney, Chesapeake, coastal virginia, counsel, Davis Law Group, DLG, Doug Davis, estate planning, financial advising, financial management, greenbrier, Hampton Roads, hrva, inheritance, Law, lawyer, legal, legal advice, lottery, money, money management, Norfolk, portsouth, settlement, sudden wealth, Suffolk, Tidewater, trust, va, Virginia, Virginia Beach, wealth, wealth management, wealth planning, wealthy, will

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697

Tag Archives: wealth

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.

Four Reasons Why Estate Planning Isn’t Just for the 1%

There is a common misconception that estate plans are only for the ultra-rich

Four Estate and Legacy Planning Tips for the Suddenly Wealthy

Suddenly coming into money can be both a blessing and a curse.

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Take Advantage of the New SECURE Act through Supplemental Needs Planning

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