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“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
hoffmanestate
“You’re the Executor – Now What?”
by HOFFMAN & ASSOCIATES and JIM UNDERWOOD, CPA/PFS, CFP®, AEP, JAMES UNDERWOOD CPA, CFP®
hoffmanestate
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
Mike Hoffman
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
Hunter Moreland
Good Will Doesn’t Stop at Death: How Charitable Remainder Trusts Can Further Your Philanthropic Goals
by J. Hunter Moreland, J.D., Associate Are you looking to climb into the upper echelons
Mike Hoffman
CEO MUSINGS: Lifetime Gifting
by Mike Hoffman, Esq., CPA You hear about it all the time. You should consider
Juli Findling
THE CHALLENGES OF A “CHALLENGING” WILL
by Juli Findling, Senior Paralegal Wealthmanagement.com Senior Editor, David Lenok, hosts a very interesting and
Hunter Moreland
What are the “Triggers” of a Gun Trust?
by J. Hunter Moreland, Associate Attorney According to a 2021 survey, approximately 32% of
Mike Hoffman
Musings from the CEO: Pay the Darn Light Bill!
Mike Hoffman, Esq., CPA I’ve had the privilege of working with some of the
hoffmanestate
What’s in the Senate Finance Committee’s Build Back Better Act?
By Emily Dabney, Esq. On December 11th, the Senate Finance Committee released its text
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