10
Apr
How Urgent is 2025 Exemption Gifting?
As a result of the 2017 Tax Cuts and Job Act, an individual’s exemption from
Top 10 Reasons Why You Need an Estate Plan Today!
By Alaina Davalos, Esq. Estate planning should be a top priority for any husband, wife,
Deadlines Loom for Estate Planning
By Mike Hoffman, Esq., CPA Today, a married couple has over $23 million in combined gift
TAX CHANGES and YOUR ESTATE PLAN FOR 2019
Changes in life circumstances or personal future goals are great reasons to revisit your estate
New Opportunities Under Tax Cuts and Jobs Act
By Hoffman & Associates As you are likely aware, Congress has passed and President Trump has
Estate Planning for Women
Women are a powerful financial force in today’s economy as they independently earn, manage, and
Opportunities to Take Advantage of Before Its Too Late
Tax laws are changing at the end of this year. Take advantage of these opportunities
Annual and Lifetime Gifts
Gifting can play an important role in reducing estate tax exposure. A gift is the
