21
Dec
Estate Planning is a Process, not an Event
To many, estate planning is merely a “check list” item that provides for the orderly
17
Nov
Beware The Phantom Hacker Scam
The FBI is warning the public of a recent nationwide increase in “Phantom Hacker” scams,
02
Oct
Why Your College Students Need An Advance Health Care Directive
A real-life story as told by Juli M. Findling, Senior Paralegal A few years back,
22
Sep
CEO Musings: Fall 2023 Status, Wealth Transfer Taxes
By Mike Hoffman, Esquire, CPA Back in the summer of 2011, I wrote an
04
Aug
Why Is An Advance Directive So Important?
By Alaina Davalos, ESQ. “Sign your name on pages 2, 3, 4, 8, 9,
13
Jul
Who Should You Choose To Manage Your Estate?
Should you appoint a beneficiary or a third party to manage your estate? When it
18
Apr
“But I don’t need a Will. I don’t have any Real Assets.”
Even if you do not have children or own property, creating a Will can
06
Mar
“You’re the Executor – Now What?”
by HOFFMAN & ASSOCIATES and JIM UNDERWOOD, CPA/PFS, CFP®, AEP, JAMES UNDERWOOD CPA, CFP®
20
Feb
CEO Musings: Is the Estate Tax a Voluntary Tax?
by Mike Hoffman, Esq., CPA After languishing between $3.5 trillion dollars of total tax revenue
16
Dec
CEO Musings: Lifetime Gifting Part 2: How do I Gift to Maximize Tax Savings, Preserve, Control and Protect Assets
by Mike Hoffman, Esq., CPA In estate planning there is an old adage, “if
