Georgia Private School Tax Credit – Time Is Running Out!
Time is running out for one of the easiest ways to save on your state
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”).
