Articles

November 1, 2017

Your Family Is Your Legacy . . . Have You Provided for Them Accordingly?

Preparing a legacy for your family Many people are concerned about the legacy that they will leave, or the imprint they will make on the world […]
August 15, 2017

Three Tiers of Beneficiaries in Estate Planning

Have you outlined the three tiers of beneficiaries in your estate plan? Many people have a difficult time trying to decide what type of legacy they […]
August 15, 2017

The 10 Most Common Mistakes in Estate Planning

1. Failure to Plan A. Believing that their estate is not large enough to warrant any kind of planning (confusing probate exemptions with estate tax exemptions). […]
August 15, 2017

Every Trust Needs Review

Have you had your Trust reviewed? By Matthew S. Dana, Attorney, CPA, LLM, ChFC and CLU It is true that the estate tax only impacted 1% […]