The Life Insurance Question
As Estate Planners, we often get asked about life insurance. Do I need it? How
Hoffman Family Office
Hoffman & Associates is now offering Hoffman Family Office (HFO) services to promote the investment,
Estate Planning for Women
Women are a powerful financial force in today’s economy as they independently earn, manage, and
The New Tax Law: Does Your Estate Plan Need to be Updated?
Congress passed the American Taxpayer Relief Act of 2012 (the 2012 Tax Act) in the
Procrastination: What Are The Consequences?
Currently, there are approximately 70% of Americans without a Will. Without this basic estate planning
Last Will and Testament
A Will is a basic estate planning document that provides for the distribution and disposition
Irrevocable Trusts
Irrevocable trusts are important and useful tools for estate planning. An irrevocable trust is a
SELF-CANCELING INSTALLMENT NOTE (SCIN)
The Self-Canceling Installment Note (“SCIN”) is a planning technique usually used in a sale of
Grantor Retained Annuity Trust (GRAT)
Another advanced estate planning technique is known as a grantor retained annuity trust (a “GRAT”).
General Power of Attorney
A General Power of Attorney is a written document that grants a broad range of specific
