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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: What is a Dynasty Trust?

Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD, AEP A dynasty trust is a powerful estate planning technique that can preserve your wealth for generations to come. It is often used to safeguard assets from divorce, lawsuits, malpractice claims, estate tax, generation skipping transfer tax (GST), and even state income tax. These trusts are typically […]

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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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