BeneficiariesEstate Planning (Featured)Estate Planning ArticlesProbate Articles “Buckets of Assets”-The Key to Understanding ProbateThe Importance of Understanding Probate By Matthew S. Dana, JD, CPA, CLU, ChFC, LLM The…Matt DanaAugust 3, 2018
Beneficiaries How To Settle a Trust After Death of the GrantorTrust Administration: What Now? One of the biggest myths of estate planning is the thought…Matt DanaMarch 5, 2018
Beneficiaries Three Tiers of Beneficiaries in Estate PlanningHave you outlined the three tiers of beneficiaries in your estate plan? Many people have…Matt DanaAugust 15, 2017