Estate Planning ArticlesHigh-net-worth How to Avoid Estate Taxes – Red Box Green BoxHow many of you as kids used to play the game, “red light, green light”?…Matt DanaJuly 29, 2022
Estate Planning ArticlesHigh-net-worth Powerfully Effective Defective TrustPowerfully Effective “Defective Trust” By: Matthew S. Dana, Esq. CPA, LLM in Taxation, CLU, ChFC…Matt DanaJuly 27, 2021
Uncategorized 2020 Dana Whiting Law Scholarship Recipient AnnouncedA big shout out to Jose Claramunt of Arizona State University, who was this year’s…Matt DanaAugust 20, 2020
Uncategorized Top 5 Reasons Why Right Now is the Best Time to Update Your Estate PlanAs the past several weeks have shown us, life is unpredictable. You may have had…Matt DanaApril 10, 2020