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]
By Matthew S. Dana, JD, CPA, CLU, LLM By Matthew S. Dana, JD, CPA, CLU, LLM Estate Planning has multiple levels. Session One Notes discusses planning options where one spouse is alive and one spouse is deceased. Session Two deals primarily with addressing various options and considerations when both spouses are deceased and assets are […]
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. bon Ask three different professional advisors (attorney, CPA, financial planner) this […]
By Matthew S. Dana, JD, LLM, CPA, CLU, ChFC One of the most critical issues in an estate plan, and one that oftentimes is discussed the least is whether or not there should be a co-trustee to act with the surviving spouse. If so, who it should be, and who should be the successor trustee […]
By, Matthew S. Dana, JD, CPA, LLM, CLU, ChFC How to Choose the Right Estate Planning Lawyer When you vote, do you look at that long list of judges on the ballot and scratch your head and realize you don’t know anything about any of them? Who do you vote for? Who is most qualified? […]
