June 11, 2019
passing-wealth-in-estate-planning

Passing Wealth from Mom and Dad to Junior– Session Two of Estate Planning

By Matthew S. Dana, JD, CPA, CLU, LLM By Matthew S. Dana, JD, CPA, CLU, LLM Estate Planning has multiple levels. Session One Notes discusses planning […]
May 15, 2019
hyatt-legal-plan

What are the Hyatt Legal Plan Benefits?

What is a Hyatt Legal Plan? Similar to how healthcare benefits work, Hyatt Legal Plans is a program offered through a MetLife Company that employers can […]
February 13, 2019
naming-a-beneficiary

IRAS – Four Questions to Consider in Naming the Appropriate Beneficiary

By Matthew S. Dana, JD, CPA, LLM, CLU, ChFC In over 34 years of practice, there has been a no bigger mystery in the estate planning […]
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 […]