January 7, 2019
when-to-designate-a-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 […]
October 4, 2018

3 Tiers of Beneficiaries – Who Will Inherit your Estate?

Are All Beneficiaries Created Equal?  By: Matthew S. Dana, JD, LLM, CPA, CLU, ChFC It seems like a simple question and certainly is the most common […]