Category: Uncategorized

When Would I Need an NFA Gun Trust?

gun-trust

By: Trevor S. Whiting, Dana Whiting Law, PLLC A recent change in the regulations related to the transfer of certain regulated firearms has many people wondering if they should have an NFA Gun Trust. That type of trust is typically used to facilitate the purchase and transfer of “NFA firearms,” such as silencers, machine guns, short-barreled […]

3 Tiers of Beneficiaries – Who Will Inherit your Estate?

Elderly man and woman with a young girl outdoors, legal professionals discussing estate planning.

Are All Beneficiaries Created Equal? By: Matthew S. Dana, JD, LLM, CPA, CLU, ChFC It seems like a simple question and certainly is the most common question an Estate Planning Lawyer will ask his client. “Who do you want to inherit your estate when you die?” This is an easy question for most people, “I want […]

IRAs – 4 Questions to Consider in Naming the Appropriate IRA Beneficiary

Family holding hands walking along the beach at sunset.

How Do You Choose the Right IRA Beneficiary? 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. Ask this question […]