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 […]

Read more

The Family Foundation

A private foundation is a unique way to satisfy your philanthropic goals. Although often thought of as a financial or estate planning tool for the very wealthy, a foundation (either in the form of a corporation or a trust) should be considered by anyone making a sizable gift to a charitable or not-for-profit organization. The […]

Read more

Ask An Estate Planner: The insolent son-in-law

DEAR ESTATE PLANNER:  I’m trying to decide upon the best way to set up an inheritance for my daughter.  She’s got a pretty good head for money, but I’m less confident about my son-in-law.  He’s got ideas that some might think ambitious, but I think they are flaky.  For some reason, he can’t seem to […]

Read more