Estate Planning and Asset Protection Law Firm

Welcome to Dana and Associates

Dana and Associates is a premier Estate Planning and Asset Protection law firm, serving families throughout Arizona. We design custom legal plans to help you preserve your legacy by minimizing taxes and simplifying administration by avoiding probate. We utilize the latest strategies with Revocable Trusts, Last Will and Testaments, Health Care Powers of Attorney and Durable Financial Powers of Attorneys to ensure that your loved ones are protected when you can’t be there.

We also provide assistance with the administration that comes after the passing of a loved one. Whether there was a plan in place, or whether no planning done, we can help you. While the court probate process can be time consuming and complex, we will make the process easy for you and provide you with straightforward solutions.

Planning is Personal 

 

We define “Family” as the people that you love and care about. Today’s modern families come in all shapes and sizes; from singles and couples that are not married, to traditional married couples with or without children and couples married with children from prior relationships. This is the new normal. These relationships do not always fall into the legal definition of “family”, especially relationships where couples choose not to marry. The law does not recognize “girlfriend’ or “fiancé” or step-children as a legal relationship, which is why planning to protect these loved ones is so important. At Dana and Associates, the planning process starts by getting to know your family and what your goals are. Then we will help you design a custom plan that protects your family. Experience matters. We have designed thousands of estate plans for all types of families, including corporate executives, business owners, professional athletes, doctors, lawyers, pilots, married couples, singles, and couples that are not married.  In addition, we have administered hundreds of estates with revocable and irrevocable trusts and helped our clients navigate  the probate process. Our experience in administering estates helps us provide efficient and practical solutions when designing your  plan, and when administering a plan. We have the knowledge and the tools to protect your family and preserve your legacy.

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Rilus M. Dana J.D.

Managing Partner

 

Mission Statement 

We are committed to providing solutions to transfer assets from one generation to the next in the most efficient manner.

We do this in two ways: first, by designing your personal Family Legal Plan that preserves your legacy by minimizing taxes and avoiding probate and unnecessary administration. Secondly, we administer a legal plan or estate  after the death of a loved one. We handle this administration whether the loved one left a plan, or whether the estate is left with the default laws of intestacy. “Intestacy” is a legal term that means a person passed away without a last will and testament or other legal documents providing for the disposition of the estate. The government has provided a default list of who the beneficiaries are, and to whom the estate will go. This is referred to as the laws of intestacy. In cases of intestacy, we help families determine who the beneficiaries of the estate are and help them collect the assets of the estate in the most expeditious and efficient way possible. Sometimes this requires a probate or other filing with the court to transfer the assets.

Core Values

 

TECHNOLOGY– We incorporate technology in everything we do, and strive to provide the most current solutions to legal issues. While we do not exclude clients who are not as up-to-date on the latest technology, we also strive to cater to the trends and conveniences of the clientele who do want technological advances brought to their estate planning. We believe in maintaining the conservative values of the way our parents practiced law, but also utilizing the latest and most savvy strategies available.

INTEGRITY – We believe in doing what’s right.

PASSION – We believe in living life to the fullest and doing everything the best. We put passion behind both our personal and professional lives and this shines through in the stellar service that we deliver.

EDUCATION – We continue to evolve through education and growth in order to understand and utilize the most recent changes in the law, technology, and business. Our attorneys and staff receive ongoing training and education from the leaders of the industry. We also strive to educate our clients so they can better understand the choices that they have when designing their family legal plan or administering a plan.

SIMPLICITY– We believe in removing clutter and unnecessary processes until only the essential and useful remains. While we often deal with very complex legal and tax situations we strive to break down the complexities to a level that is easily understood.

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Vision 

Our vision is to be the premier estate planning and asset protection law firm of the Southwest, providing straightforward, and efficient solutions to sophisticated legal problems.

The DANA difference

Free Personal Family Legal Session

(480) 924-4424

Chandler Location

Mesa Location

Scottsdale Location