01
Oct
How Could The Proposed American Housing and Economic Mobility Act of 2024 Affect Estate Planning
Are You Prepared for the Potential End of the Escalated $13.6 Million Estate and Gift
02
Apr
What Should Be Included In Your Will?
What do an old stone bridge that crosses the Delaware River, a 1930’s vintage
03
Jul
How Can a Buy-Sell Agreement Help Protect Assets For Future Generations?
There are three phases to estate planning. The first phase involves having your “core” documents
No Kids? An Estate Plan is Still Important
There are certain times in life where the need for a proper estate plan is
Estate Planning with Retirement Accounts
One estate planning nuance is “beneficiary designation assets.” These are assets that are distributed at
Musings from the CEO – Summer 2014
I saw a headline the other day that declared “Why You Should Update Your Estate
Wealth Transfer Strategies
Wealth transfer strategies are at the core of our business. This recent article featured in
Legal Matters in Starting Your Business
Join Mike Hoffman in this 74 minute audio as he hosts the 11th session of
Musings from the CEO (Spring 2013)
Estate Planning has evolved significantly over the last several years. In recent months, we have
Estate Planning for Women
Women are a powerful financial force in today’s economy as they independently earn, manage, and
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