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Category: Estate Planning (Featured)

Are We There Yet? Estate Planning for Traveling Parents

Two people sitting at a wooden desk, reviewing documents with charts and graphs. One person holds a pen, while the other holds a paper, and a laptop and stack of books are visible in the background.

As my wife and I were boarding an airplane for a recent trip, I wondered, as I do every time we travel without our five daughters, “Are the kids going to be OK without their mom?” (I try to be realistic and realize that they’d be just fine without me.) What if they fall off […]

“Buckets of Assets”-The Key to Understanding Probate

Estate planning and probate attorney Dana Whiting Law in Arizona.

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 […]