Bank of the West | Jeff Hoffmann

Ask an Advisor: Wills as a foundation for estate planning

Category: Your Wealth | Published: 05/11/16 | Print

Category: Your Wealth
Published: 05/11/16

Posted by Jeff Hoffmann

Private Client Services

Middle-aged woman looking out at a lake, with a mass of reeds next to her.

The recent death of music entrepreneur and superstar Prince highlights the necessity for detailed estate planning, part of which includes making a will.

Tags: Arlynne Siegel, assets, convervatorship, entrepreneurs, estate planning, executor, intestate, investments, Prince, trustee, wealth management, wills, write a will

Add a comment ›

Ask an Advisor: Succession planning for an agribusiness

Category: Your Wealth | Published: 03/07/16 | Print

Category: Your Wealth
Published: 03/07/16

Posted by Jeff Hoffmann

Private Client Services

Father and grown son discussing their harvest while standing in their field, with a harvesting machine at work in the background.

Bank of the West has worked with many clients facing this issue, and one of the main questions they ask is whether keeping their assets consolidated is a good choice for them.

Tags: agribusiness, agriculture, assets, business succession, Doug Constant, family succession, farm, Jeff Hoffmann

Add a comment ›

Starting a WAVE of ingenuity: Q&A with Navi Radjou

Category: News & Info, Your Wealth | Published: 11/02/15 | Print

Category: News & Info, Your Wealth
Published: 11/02/15

Posted by Jeff Hoffmann

Private Client Services

Navi Radjou speaking in front of a WAVE panel in San Francisco.

In today’s Internet age, innovation is now happening in the streets of Mumbai, Shanghai, Paris, Johannesburg, and San Francisco.

Tags: BNP Paribas, collective ingenuity, exhibit, innovation, Jeff Hoffmann, Make movement, Palo Alto, Paris, San Francisco, sharing economy, TechShop, WAVE

Add a comment ›

Ask an Advisor: Benefits of long-term care insurance

Category: Your Wealth | Published: 09/21/15 | Print

Category: Your Wealth
Published: 09/21/15

Posted by Jeff Hoffmann

Private Client Services

Older African American couple outside their beach house, talking and looking out to the horizon.

Long-term care insurance policies typically are flexible and permit you to apply the benefits to assisted living, full nursing, or home-care services.

Tags: assisted living, elderly, emergency fund, flexible benefits, IRA, Jeff Hoffmann, living expenses, long-term care insurance, retirement, Steve Starzec, wealth management

Add a comment ›

Author: Jeff Hoffmann

Ask an Advisor: Wills as a foundation for estate planning

Ask an Advisor: Succession planning for an agribusiness

Starting a WAVE of ingenuity: Q&A with Navi Radjou

Ask an Advisor: Benefits of long-term care insurance

Submit an Idea