Estate Planning Articles

Below is a collection of informative estate planning articles written and published by Gary Altman, Esq. and the Altman & Associates team.  We invite you to read and share them and, of course, Contact Us if you have any questions or recommendations for article topics that you’d like covered!

  • Who Will Inherit Your House, 401K, Debt When You’re Gone? PDF
  • Pre-Grave Robbing:  The Financial Abuse of Elders PDF
  • Understanding the 3.8% Medicare Surtax:  Estate Planning for Conventional Families Has Never Been More Important PDF
  • Estate Planning for Young Families:  It’s Not Something You Can Afford to Put Off Until Tomorrow  PDF
  • Which of Your Clients Needs Estate Planning?  Important Scenarios to Consider for Your Clients PDF
  • Estate Planning for New Parents PDF
  • Estate and Gift Tax Savings Through Net Gifts:  Real or an Illusion?  PDF
  • Business Owners Are Playing With Fire:  Without a Business Succession Plan PDF
  • Wealth Transfer Planning with IRAs and Other Retirement Plans PDF
  • The Clock is Ticking!  Time Limitations for Creditors to Make Claims Against Decedents Estates  PDF
  • There’s No Place Like Home…Especially for Your Bank Accounts PDF
  • The Top Ten Estate Planning Mistakes  PDF
  • Wills, Trusts & Life Insurance After a Divorce PDF
  • Skating on Thin Ice:  Things the New $5 Million Exemption Doesn’t Account For PDF
  • The Power of Estate Planning: You Are in Control!  PDF
  • The Romantic Side of Estate Planning:  Leave a Legacy of Love  PDF
  • Debunking Estate Planning Myths:  The Key to Protecting the Future of Your Assets  PDF
  • Estate Planning for a Boomer’s Best Friend: A Pet Trust Can Protect Your Feathered, Finned or Furred Friends  PDF
  • The Perfect Holiday Gift: Passing on Wealth to Grandchildren  PDF
  • Before You Remarry: Things to Consider Before Remarrying  PDF
  • The Perfect Holiday Gift: Passing on Wealth to Grandchildren  PDF
  • The Dangers of Do-It-Yourself Wills & Trusts: Packaged Estate Planning Docs are a Big No-No  PDF
  • Can Your Will Be Kept Too Safe?:  Surprisingly, the Answer is Yes!  PDF
  • Divorce, Remarriage and Blended Families: An Estate Planning Wake Up Call  PDF
  • Don’t Leave Home Without It: Have Your Estate Plan Reviewed Before You Leave This Summer  PDF
  • Tough Economic Times: Why Estate Planning is One Corner You Cannot Afford to Cut  PDF
  • Estate Planning: The Gift That Keeps on Giving  PDF
  • To Roth or Not to Roth: That is the Question  PDF
  • The Best Gift You Can Give Your Children: Peace of Mind  PDF
  • Special Needs Planning: What Everyone Needs to Know…And Share With Others  PDF
  • Estate Tax 2010: Congress Didn’t Act…Where Does This Leave Us?  PDF
  • Death and Taxes: The Estate Tax is Certainly Here to Stay  PDF
  • Triple Witching Hour: What You Should Know About This Estate Planning Phenomenon  PDF
  • The New Year is Just Around the Corner: What Will Become of the Estate Tax  PDF
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