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]
Trust Administration: What Now? One of the biggest myths of estate planning is the thought that an attorney is no longer needed if the decedent died with a Living Trust. It is true that settling the affairs of a loved one who created a Trust is easier and less costly than settling an estate thru […]
Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a huge change in a client’s mentality when it comes to estate planning and retirement planning. It used to be that most clients were concerned about having enough to leave […]
The Three Tiers of Estate Planning As an Estate Planning Attorney for over 33 years, you start to see trends in planning, common fears that clients face and strategies that gain in importance and favor, to only fall out of favor for more recent trends and strategies. I have practiced Estate Planning thru numerous Presidents […]
What factors would cause it to be a “nightmare” and what factors may also lead to a very simplified process? How many times have we seen advertisements of various young estate planning lawyers, who predominantly emphasize Living Trusts, refer to “the evils of probate”. I was one of those attorneys 30 years ago. Now, in […]
