Author: Jeff Hoffmann

Ask an Advisor: Wills as a foundation for estate planning

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.

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Ask an Advisor: Succession planning for an agribusiness

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.

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

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.

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Ask an Advisor: Benefits of long-term care insurance

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.

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