Estate Planning for High Net Worth Individuals | Dana Whiting Law

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In this video attorneys, Matt Dana and Trevor Whiting as they dive into the complexities of estate planning for high net worth individuals. In this discussion, they cover what "high net worth, "means and the unique challenges and strategies involved, and their extensive experience in tax education and estate planning.They explain how estate planning for high net worth individuals differs significantly due to the complexity of tax issues, such as estate taxes and capital gains.

Matt Dana and Trevor Whiting are the founders of Dana Whiting Law and they specialize in estate planning, probate, and trust administration. Their estate planning experts at Dana Whiting Law are here to ensure that you receive the best service and legal care you deserve when it comes to estate planning!

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ABOUT DANA WHITING LAW

We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different.

Our guarantee is simple, we want to make sure that your estate plan is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances.

This channel is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read or view on this site. Using this site or communicating with Dana Whiting Law through this site does not form an attorney/client relationship.

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