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]
The best way to go about holding a family meeting for estate planning purposes. Countless movies and books have told the story of family members gathering together in the office of the family’s attorney for a “reading of the will” when a loved one has passed away. However, long past is the time when the […]
Is it possible to give a portion of your estate without paying gift taxes? In certain situations, our clients want to gift assets to their children, grandchildren, or other loved ones. Instead of leaving a large inheritance when the client passes away, many clients want to watch their children enjoy a part of their inheritance while […]
Preparing a legacy for your family Many people are concerned about the legacy that they will leave, or the imprint they will make on the world after they pass away. We often hear commentators discuss political decisions by the President or other politicians as being made to solidify or establish a particular legacy. For most […]
Have you outlined the three tiers of beneficiaries in your estate plan? Many people have a difficult time trying to decide what type of legacy they want to leave behind and who played roles significant enough in their lives to warrant a gift from their estate. Here is a simple guide you can follow to […]
