[dropcap4 variation="red"]I[/dropcap4]t is not often that we have the ability to eliminate capital gains tax on the transfer of an appreciated asset, obtain income for life and the life of our spouse, and
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[dropcap4 variation="red"]I[/dropcap4]t is not often that we have the ability to eliminate capital gains tax on the transfer of an appreciated asset, obtain income for life and the life of our spouse, and
Presented by: Doug W. Davis, Davis Law Group, and Robin W. Tull Jr., CFP, Tull Financial Group The Chesapeake Regional Health Foundation will be hosting an educational seminar on Estate Planning. We invite
As you probably know, Congress avoided the so-called fiscal cliff by passing the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), signed into law by the President on January 2, 2013.
I previously posted a two part series entitled “The Transfer of Title and Sale of Real Estate after Death” which can be found here: PART I and PART II. This has proven to be
What Is Estate Planning? Estate planning is a process that primarily addresses who will receive your assets at death and the manner in which those assets are transferred to your beneficiaries. Further, a
"Estate Planning Mistakes - and How to Avoid Them" -- Presented by Doug W. Davis, Davis Law Group and Robin W. Tull Jr., CFP, Tull Financial Group, Inc. The Chesapeake Regional Health Foundation
The Revocable Living Trust (“Living Trust”) is a bedrock foundation of the modern estate plan. A properly drafted Living Trust offers you complete asset control during your lifetime; provides for you and your
[dropcap4 variation="red"]E[/dropcap4]ffective Monday, October 1, 2012, several major sections of the Code of Virginia will be forever changed. The legislation by the Virginia Senate and House, which was signed into law by Governor
[dropcap4 variation="red"]M[/dropcap4]y last blog post focused on how title to real estate passes after death of the property owner. This post will focus on the power to sell real estate after death. The
[dropcap4 variation="red"]T[/dropcap4]he transfer of real estate at death can be a confusing and frustrating process. Often times the heirs and beneficiaries of the decedent’s estate are left with numerous questions: How does the
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