• Davis Law Group Team

Tag Archives: estate

Tax-Deferred Exchanges Part 2: Trust Agreement

In our last blog, we discussed the limitations of a Tax-Deferred Exchange – a technique available to defer taxes and maximize the funds available for reinvestment upon the sale of an investment property.

Because there are many considerations with a Tax-Deferred Exchange, we are covering...
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5 Legal Issues You Need to Address This Summer

5 Legal Issues You Need to Address This Summer

For most us, summer means it’s time for FUN!

It’s true that there are many fun activities to be had during the summer months including camps, vacations, pool parties and more. But before you head out the door, make sure...
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Family Feud:  What to consider when choosing an executor, trustee or financial agent

Why is it that family feuds erupt after a death, or even after the incapacity of a family member?

family feud: naming your fiduciary One of the leading causes is a failure to choose a fiduciary who will handle your assets appropriately if you are incapacitated and after your...
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Talk is Cheap

Talk is Cheap, Estate Plans are Priceless

The famous musician Prince died a year ago and the battle over his fortune will not be resolved any time soon.

The question of whether Prince left a will continues to be one of the great mysteries in this soap opera with...
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