August 3, 2018

“Buckets of Assets”-The Key to Understanding Probate

The Importance of Understanding Probate By Matthew S. Dana, JD, CPA, CLU, ChFC, LLM The biggest mystery to families in settling a loved one’s affairs, or […]
March 5, 2018

How To Settle a Trust After Death of the Grantor

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 […]
August 15, 2017

Three Tiers of Beneficiaries in Estate Planning

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 […]