Estate Planning Articles

Yesterday I was talking to a client about how the tax law rules have changed…

I love the Tim McGraw song, “In My Next 30 Years." I have practiced estate…

How many of you as kids used to play the game, “red light, green light”?…

Powerfully Effective “Defective Trust”  By: Matthew S. Dana, Esq. CPA, LLM in Taxation, CLU, ChFC…