Articles

January 7, 2019
co-trustee

Designating a Co-Trustee and a Successor Trustee

By Matthew S. Dana, JD, LLM, CPA, CLU, ChFC One of the most critical issues in an estate plan, and one that oftentimes is discussed the […]
December 19, 2018
choosing-the-right-lawyer

Choosing the Right Lawyer to Help You Create an Estate Plan

By, Matthew S. Dana, JD, CPA, LLM, CLU, ChFC When you vote, do you look at that long list of judges on the ballot and scratch […]
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 […]