SESSION 1 – Topics: Revocable Living Trust including Sub-Trusts for the Marital Deduction and for the Estate Tax Exemption – including Generation Skipping Sub-Trusts for the Children and Grandchildren- Discuss the Estate Tax in general and the basic concepts to reduce its impact. Estate Tax in General – Formula – 40% of the Fair […]
As the past several weeks have shown us, life is unpredictable. You may have had life changes since you created your estate plan, especially if your plan was done several years ago. Let us help get your documents updated now so your estate plan will work for you the way it is intended. Top 5 […]
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 […]
By Matthew S. Dana, JD, CPA, CLU, LLM By Matthew S. Dana, JD, CPA, CLU, LLM Estate Planning has multiple levels. Session One Notes discusses planning options where one spouse is alive and one spouse is deceased. Session Two deals primarily with addressing various options and considerations when both spouses are deceased and assets are […]
