Articles

December 10, 2018
the-trump-trust

The Trump Trust

By: Matthew S. Dana, JD, CPA, CLU, ChFC, LLM After 33 years of Estate Planning, there remains as much uncertainty today as there has ever been […]
November 26, 2018
charitable-gifts

Satisfying Charitable Gifts With Individual Retirement Account Assets

By: Kevin A. Ganser, Esq., LL.M. in Taxation According to Charity Navigator, total charitable giving in 2017 increased to $410m, which represents a 5.2% increase in […]
October 22, 2018
gun-trust

When Would I Need an NFA Gun Trust?

By: Trevor S. Whiting, Dana Whiting Law, PLLC A recent change in the regulations related to the transfer of certain regulated firearms has many people wondering if […]
October 4, 2018

Three Tiers of Beneficiaries – Who Will Inherit your Estate?

By: Matthew S. Dana, JD, LLM, CPA, CLU, ChFC It seems like a simple question and certainly is the most common question an Estate Lawyer will […]