I love the Tim McGraw song, “In My Next 30 Years.” Having practiced estate planning for 37 years, I’ve witnessed significant changes in the field. In my first 30 years, estate planning was largely driven by tax considerations—the “estate tax tail that wagged the dog.” With an $11 million exemption per person today, the estate […]
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 […]
By, Matthew S. Dana, JD, CPA, CLU, LLM Over my 34-year career in limiting my practice to Estate Planning, many have asked me what I consider to be “the best” Estate Planning tool. Most people would expect me to say something along the lines of a Last Will and Testament, or perhaps the prolific Revocable Living […]
