Musings from the CEO – “Estate Planning Continuity”
By Mike Hoffman, Esq., CPA At an Estate Planning conference this summer one presenter made
Be Careful What You Wish For
By Mike Hoffman, Esq., CPA While trust law has been around for hundreds of years
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
What if (almost) No One Pays Estate Taxes?
By Hoffman & Associates Estate planning and estate taxes have gone hand in hand for decades.
No Kids? An Estate Plan is Still Important
There are certain times in life where the need for a proper estate plan is
Donald Sterling and the L.A. Clippers: There’s Even More to the Story
Donald Sterling was the controlling owner of the L.A. Clippers who made racially insensitive comments
Estate Planning for Women
Women are a powerful financial force in today’s economy as they independently earn, manage, and
Last Will and Testament
A Will is a basic estate planning document that provides for the distribution and disposition
GRAT Examples
Example of GRAT valuation: $1,000,000 trust with grantor receiving a $50,000 annuity for 10 years.
