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Mike Hoffman
Deadlines Loom for Estate Planning
By Mike Hoffman, Esq., CPA Today, a married couple has over $23 million in combined gift
Juli Findling
Probate vs. Trust Administration: What You Need to Know
By Juli Findling, Paralegal Administering a decedent’s probate estate under a will is not the
Mike Hoffman
Updating Your Estate Plan Is Essential Every Three to Five Years… Except in Times of Pandemic!
By Mike Hoffman, Esq., CPA Estate Planning is a process that should by reviewed and
Alaina Davalos
New Executive Order Allows for Remote Notarization and Witnessing
By Alaina Davalos, Esq. As we continue dealing with the many restrictions imposed upon us
Juli Findling
What Could Possibly Go Wrong With a DIY Will?
By Juli Findling, Paralegal Writing a will is one of the last things people want
Alaina Davalos
Year-End Tax Act Brings Changes to Retirement Accounts
By Alaina Davalos, Esq. and Juli Findling, Paralegal On December 20th, 2019 President Trump signed
Mike Hoffman
Musings from the CEO – “Estate Planning Continuity”
By Mike Hoffman, Esq., CPA At an Estate Planning conference this summer one presenter made
hoffmanestate
Ready, Aim, Fire! Make Sure Your Gun Ownership is on Target: The Case for Gun Trusts
By Hoffman & Associates Did you know that an estimated 43% of U.S. households have at
hoffmanestate
CYBER INTESTACY: Leaving Loved Ones in the Clouds
By Hoffman & Associates You know the stories of the celebrities who die without a will,
Mike Hoffman
Musings From the CEO – The Estate Planning Profession
By Mike Hoffman, Esq., CPA Over the last several decades large law firms have been
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