09
Dec
Frozen Futures: Estate Planning Considerations for IVF and Fertility Treatments
In today’s rapidly evolving world, advancements in technology have transformed how families are created. In
20
Jul
Is Marriage a Necessary Step?
As older couples contemplate and move forward with divorce, some are starting a second
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
Musings From the CEO – The Estate Planning Profession
By Mike Hoffman, Esq., CPA Over the last several decades large law firms have been
What Assets Pass Under My Will?
By Hoffman & Associates The foundation of most Georgia estate plans is a Will. Your Will
Musings from the CEO – Summer 2014
I saw a headline the other day that declared “Why You Should Update Your Estate
2012 Year End Newsletter
Dear Tax Clients: With the year coming to an end, as always, there becomes a
SELF-CANCELING INSTALLMENT NOTE (SCIN)
The Self-Canceling Installment Note (“SCIN”) is a planning technique usually used in a sale of
Grantor Retained Annuity Trust (GRAT)
Another advanced estate planning technique is known as a grantor retained annuity trust (a “GRAT”).
