Alaina Davalos
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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
Alaina Davalos
Implications of the SECURE Act and the CARES Act on Retirement and Estate Planning
By Alaina Davalos, Esq. With so much turmoil and uncertainty taking place in our lives during the first half
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
Juli Findling
The “Queen of Soul” and Her $100 Million Estate
By Juli Findling, Paralegal When the “Queen of Soul”, Aretha Franklin, belted out the 1968
hoffmanestate
Why You Need to Review Your Estate Plan This Year
By Hoffman & Associates In addition to reviewing what impact the significant changes to the tax
hoffmanestate
New Opportunities Under Tax Cuts and Jobs Act
By Hoffman & Associates As you are likely aware, Congress has passed and President Trump has
hoffmanestate
What if (almost) No One Pays Estate Taxes?
By Hoffman & Associates Estate planning and estate taxes have gone hand in hand for decades.
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