Estate Planning with Matt Dana
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Estate Planning with Matt Dana
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Estate planning is not about you - it's about taking care of details for the people you leave behind. And with the events of 2020, the idea of planning for the unthinkable has come into focus for many.
Today, Kevin and Jon are joined by Matt Dana, an estate planning attorney and partner at Dana Whiting Law. Matt and Kevin have worked together for a long time, and Matt is here to answer some common estate planning questions, including:
- What is estate planning? Is it only for the wealthy?
- What are the key estate planning documents and why do we have them?
- When is estate planning especially important?
- What are the dangers or dying without an estate plan? And what is probate?
We also ask Kevin, a financial advisor, do you do estate planning and how does estate planning play into wealth and investment management?
Resources:
Dana Whiting Law Website: https://danawhitinglaw.com/
Matt's article Planning With Purpose: https://danawhitinglaw.com/2018/04/23/planning-with-purpose/
Matt's article The 10 Most Common Mistakes in Estate Planing:
https://danawhitinglaw.com/2017/08/15/the-10-most-common-mistakes-in-estate-planning/
KDI Wealth Website: https://www.kdiwealth.com/
Email Kevin: Kevin@kdiwealth.com
Call KDI Wealth at 928-474-4350