Trusts I’m Named Trustee: Now What?More and more people are dying with a Trust in place and typically name a…Matt DanaMay 16, 2023
Trusts Top 5 Benefits of having a Revocable Living TrustThe answer to this question will depend largely on the age and experience of your…Matt DanaMarch 27, 2023
High-net-worth The “Spousal Lifetime Access Trust”After 33 years of Estate Planning, there remains as much uncertainty today as there has…Matt DanaJanuary 13, 2023
High-net-worth Estate Planning for Thurston Howell III: Much Different than Planning for GilliganOver the last 38 years of practicing in the Estate Planning arena, I have grown…Matt DanaJanuary 5, 2023