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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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Beneficiary Designations are Critical

When William joined his employer’s saving and investment plan (SIP), he signed a beneficiary designation to identify the person to receive the account balance, if any, at his death.  He named his wife, Liv, the approach most people ordinarily would take.  William was free to change or revoke the beneficiary designation at any time, and […]

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Video: Estate Planning after the 2013 Tax Relief Act – What to do Now

  Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD, AEP This information is brought to you by The NAEPC Foundation and *** http://www.laweasy.com/v/20130313150510/estate-planning-after-the-2013-tax-relief-act—what-to-do-now

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