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 […]
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 […]