Featured Articles

Lessons of Hoffman’s Estate Plan

Actor Philip Seymour Hoffman, who died of an apparent drug overdose in February 2014 at age 46, last attended to his estate plans on October 7, 2004. The estate tax laws have changed dramatically since then, as did Mr. Hoffman’s personal circumstances. At that time he had one son with his partner, Marianne O’Donnell, but […]

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Video: How to Give the Family Farm or Vacation Home

Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD A family farm or vacation home can be one of the most important assets many families have. This asset is often tough to plan for since it is not liquid (so taxes and other costs have to be paid from other sources), has significant emotional elements associated […]

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Make an IRA a Lasting Legacy

If you own a traditional IRA, it may be one of your more important estate assets. Your IRA will pass to whomever you have named as its beneficiary. When it’s a substantial sum, there is the opportunity for continued tax deferral, as well as a source of income for many years and, perhaps, for more […]

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