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
New Executive Order Allows for Remote Notarization and Witnessing
By Alaina Davalos, Esq. As we continue dealing with the many restrictions imposed upon us
What Could Possibly Go Wrong With a DIY Will?
By Juli Findling, Paralegal Writing a will is one of the last things people want
Year-End Tax Act Brings Changes to Retirement Accounts
By Alaina Davalos, Esq. and Juli Findling, Paralegal On December 20th, 2019 President Trump signed
Musings from the CEO – “Estate Planning Continuity”
By Mike Hoffman, Esq., CPA At an Estate Planning conference this summer one presenter made
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
CYBER INTESTACY: Leaving Loved Ones in the Clouds
By Hoffman & Associates You know the stories of the celebrities who die without a will,
Musings From the CEO – The Estate Planning Profession
By Mike Hoffman, Esq., CPA Over the last several decades large law firms have been
Must Knows Before Sending Your Adult Child off to College
By Juli Findling, Paralegal Is your adult child going off to college this fall? This
TAX CHANGES and YOUR ESTATE PLAN FOR 2019
Changes in life circumstances or personal future goals are great reasons to revisit your estate
