August 3, 2018

“Buckets of Assets”-The Key to Understanding Probate

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 […]
December 29, 2017

Probate:  Angel or Devil?

What factors would cause it to be a “nightmare” and what factors may also lead to a very simplified process?  How many times have we seen […]