Estate Planning ArticlesHigh-net-worth Advanced Estate Planning Tools: What is a QPRT?Yesterday I was talking to a client about how the tax law rules have changed…Todd SmithJanuary 13, 2023
High-net-worth The “Spousal Lifetime Access Trust”After 33 years of Estate Planning, there remains as much uncertainty today as there has…Matt DanaJanuary 13, 2023
High-net-worth Estate Planning for Thurston Howell III: Much Different than Planning for GilliganOver the last 38 years of practicing in the Estate Planning arena, I have grown…Matt DanaJanuary 5, 2023
Estate Planning ArticlesHigh-net-worth Planning with PurposeI love the Tim McGraw song, “In My Next 30 Years." I have practiced estate…Matt DanaAugust 16, 2022