Estate Planning

Estate Planning with Purpose™

We know that the loss of a loved one is a traumatic experience. We have experienced it in our own lives and in the lives of our clients. We know the peace of mind that can come when a plan has been well thought out and implemented with purpose.

  • Wills and Trusts

  • Powers of Attorney & Living Will

  • IRA Planning

  • Life Insurance Planning

  • Retirement Planning

We understand that it is not death that we are dealing with, it is the lives of those left behind that matter. Estate Planning with Purpose™ is about living. It is about their peace of mind and financial security. “I have an Estate Plan, with lots of life insurance,” said Matt Dana. “I didn’t plan and purchase the insurance because I am planning for my death. I did the planning and purchased the insurance because I love my wife and kids, and the grandkids. I did it for their peace of mind and financial security.”

We truly believe that people don’t care about how much you know until they know how much you care”, said Matt Dana. “It is not what we have learned in law school that is most important. It is what we have experienced in life. That is why we offer Estate Planning with Purpose™.”

We have come to learn that Estate Planning is not about us and our experience and credentials. It is about you and preserving what is most important to you.

Estate Planning

  • Wills and Trusts
  • Powers of Attorney and Living Will
  • IRA Planning
  • Life Insurance Planning
  • Retirement Planning

Advanced Estate Planning

  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Estate Tax Planning
  • Gifting Rules
  • Charitable Planning

Specialty Trusts

  • Gun Trusts
  • Pet Trusts
  • IRA Look Thru Trusts
  • Life Insurance Trusts
  • Charitable Trusts

Schedule a Free Consultation

(480) 515-3716Contact Us