Estate Planning is a Process, not an Event
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Beware The Phantom Hacker Scam
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Why Your College Students Need An Advance Health Care Directive
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Deadlines Loom for Estate Planning
By Mike Hoffman, Esq., CPA Today, a married couple has over $23 million in combined gift
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
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
