How many of you as kids used to play the game, “red light, green light”? Remember the goal was to advance forward as much as you can when the light was green, (the person who was “it” wasn’t looking) but stop and freeze before the light turned red (the “it” person turned around). Transferring wealth […]
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 establishing their own estate plan is understanding what legal document controls the disposition of assets. Most people believe that it is the Last Will and Testament that controls. In […]
I love the Tim McGraw song, “In My Next 30 Years.” I have practiced estate planning for 34 years and love planning with purpose. In my first 30 years, it was the “estate tax tail that wagged the dog.” Now, with an $11 million exemption per person, the estate tax is dead for the majority […]
