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April 17, 2012
Modifying Estate Planning Documents
MODIFYING ESTATE PLANNING DOCUMENTS Once a client has their estate planning documents in place, especially
April 17, 2012
Valuation Discounts
VALUATION DISCOUNTS We represent many closely held entities. These businesses are operating as S corporations,
April 17, 2012
Estate Planning for Smaller Estates
ESTATE PLANNING FOR SMALLER ESTATES With the estate tax exclusion for 2012 of $5,120,000,
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Modifying Estate Planning Documents
Mike Hoffman
Valuation Discounts
Mike Hoffman
Estate Planning for Smaller Estates
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