The Dana name has become the symbol of a quality Estate Plan in Arizona. It has taken over 34 years to develop and continues to strive for excellence in the Estate Planning community. At its core is Estate Planning lawyer Matt Dana. [Learn more about Matt]
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 question an Estate Planning Lawyer will ask his client. “Who do you want to inherit your estate when you die?” This is an easy question for most people, “I want […]
How Do You Choose the Right IRA 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 world than the confusion among clients as to whom they should name as the beneficiary of their IRA. Ask this question […]
The Importance of Understanding Probate By Matthew S. Dana, JD, CPA, CLU, ChFC, LLM The biggest mystery to families in settling a loved one’s affairs or establishing their own estate plan is understanding what legal document controls the disposition of assets. Most people believe that it is the Last Will and Testament that controls. In […]
I love the Tim McGraw song, “In My Next 30 Years.” I have practiced estate planning for 34 years and love planning with purpose. In my first 30 years, it was the “estate tax tail that wagged the dog.” Now, with an $11 million exemption per person, the estate tax is dead for the majority […]
