Powerfully Effective Defective Trust
Author: Matt Dana
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]
Top 5 Reasons Why Right Now is the Best Time to Update Your Estate Plan
As the past several weeks have shown us, life is unpredictable. You may have had life changes since you created your estate plan, especially if your plan was done several years ago. Let us help get your documents updated now so your estate plan will work for you the way it is intended. Top 5 […]
The 10 Most Common Mistakes in Estate Planning
1. Failure to Plan A. Believing that their estate is not large enough to warrant any kind of planning (confusing probate exemptions with estate tax exemptions). i. Probate begins if an estate has $75k of titled real estate or $75k of titled personal property (i.e., cars, bank accounts, etc.). Probate is the process of transferring […]
The Greatest of All Time: “The Family Limited Partnership”
By, Matthew S. Dana, JD, CPA, CLU, LLM Over my 34-year career in limiting my practice to Estate Planning, many have asked me what I consider to be “the best” Estate Planning tool. Most people would expect me to say something along the lines of a Last Will and Testament, or perhaps the prolific Revocable Living […]