• Davis Law Group Team

Tag Archives: assets

5 Rules for Avoiding Estate Problems

 

5 rules for avoiding estate plan problems

Some people think that estate issues after you die are unavoidable.

Still others think that they’ll be long gone, so what does it matter if there’s a plan in place? The truth is, there are ways to plan ahead and create an...
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How to Get the Most Bang for Your Life Insurance Buck

Life insurance is a financial asset that is widely used to help protect your family from expenses after your death. However, what most people don’t realize is that even though life insurance is designated to a specific beneficiary, that doesn’t mean it’s exempt from estate taxes or that it will be used according to your...
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What Kind of Assets Should I Include in My Living Trust?

A few weeks ago in our blog, we discussed how to fund a living trust. To recap briefly, a living trust is basically a container with very specific instructions for how to handle the assets inside. If nothing is ever put inside the container, then the trust becomes useless. Many different types of assets...
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