About the Author

Bruce F. Hoffmeister

Director of Wealth and Fiduciary Planning, National Business Owners Advisory Services Group

Bruce is responsible for developing and implementing comprehensive financial, estate planning, and wealth transfer plans for high-net-worth families and entrepreneurs as part of the National Business Owners Advisory Services Group. Bruce works closely with clients and their advisors to define each client’s specific goals and objectives before developing an appropriate plan.

Bruce has over two decades of experience in estate and financial planning for high net-worth families and closely held business owners. Prior to joining Wilmington Trust, he was a Senior Financial Planner with Wells Fargo, N.A., where he was responsible for financial and estate planning for individuals with complex situations and business owners of the Private Bank for the mid-Atlantic region. He previously headed the Trusts and Estates practice group as a partner in the Washington, DC law firm of Feldesman Tucker Leifer Fidell LLP. He began his career as a tax associate with Price Waterhouse in St. Louis and was subsequently a tax associate with the law firm of Fisher Wayland Cooper & Leader in Washington, DC.

Bruce holds a JD from the Washington University School of Law and earned a bachelor’s degree in Accountancy from the University of Illinois in Champaign. He is also a certified public accountant.
Bruce is admitted to practice law in the District of Columbia, Illinois, and Missouri. He is a member of the DC Estate Planning Council and the District of Columbia, Missouri, and American Bar Associations. He is also a member of the AICPA and the Illinois CPA Society.

Bruce has been quoted in the Wall Street Journal, New York Times, and Bloomberg News and been a guest on Public Radio regarding financial and estate planning topics.


By the Author

Can I afford to give money to charity, children, or grandchildren?

Bruce F. Hoffmeister |
My Business

That question is really just another way of asking “Have I saved enough to provide for myself for the rest of my life?”  You must weigh whether a lifetime gift jeopardizes your retirement needs— including long-term care costs—against the enjoyment of seeing loved ones or charities benefit from your gifts.  Generally, people wealthy enough to

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Rediscovering Ethical Wills

Bruce F. Hoffmeister |
Wealth Planning

Transferring your values, not just your valuables. Transferring more than material wealth has become increasingly important. Ethical wills enable you to transmit your values to the next generation. They may include your personal beliefs and philosophy, and even important family history. What would you like to transfer to your loved ones, in addition to your

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