By Matthew S. Dana, JD, CPA, LLM, CLU, ChFC In over 34 years of practice, there has been a no bigger mystery in the estate planning world than the confusion among clients as to whom they should name as the beneficiary of their IRA. bon Ask three different professional advisors (attorney, CPA, financial planner) this […]
Conflicts arising in connection with the administration of estates, trusts and estate litigation usually involve legal issues and complex emotional battles. At the Dana Whiting Law Firm, we have the experience to obtain successful results in estate litigation arising out of probate issues, trust administration, and other related matters. Our attorneys rely on many years […]
By Matthew S. Dana, JD, LLM, CPA, CLU, ChFC One of the most critical issues in an estate plan, and one that oftentimes is discussed the least is whether or not there should be a co-trustee to act with the surviving spouse. If so, who it should be, and who should be the successor trustee […]
By, Matthew S. Dana, JD, CPA, LLM, CLU, ChFC How to Choose the Right Estate Planning Lawyer When you vote, do you look at that long list of judges on the ballot and scratch your head and realize you don’t know anything about any of them? Who do you vote for? Who is most qualified? […]
