• Davis Law Group Team

Tag Archives: financial planning

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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Legal Goals for 2017

It’s the season of resolutions and goal setting!

As you consider what you’d like to accomplish this year, we encourage you to think about your legal state of affairs - especially when it comes to your long-term plans. Whether you’re young or “mature” - it’s beneficial for you and your family to have a plan in...
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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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Funding Your Living Trust

Revocable living trusts are a popular estate planning tool these days, but unless they are funded with assets, they are essentially useless. Think of a revocable trust as a container, and on top of that container, there are instructions on how to manage and distribute every asset inside. If the container is properly prepared, the instructions...
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