• Davis Law Group

Tag Archives: executor

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...
Read more

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...
Read more

Protecting Inherited Retirement Accounts

Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v. Rameker, 573 U.S. ____ (June 2014). The court in that case held that funds in an inherited IRA are not considered “retirement...
Read more