Aug 11, 2017

Posted by in Wills and Estates

What Goes into Testamentary Capacity?

Testamentary capacity refers to the legal term for an individual’s mental ability to make a valid last will and testament. It is sometimes called a “Letter of Administration” or “Letter of Representation”. If you have prepared a last will and testament, you may be wondering if you have...

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Aug 8, 2017

Posted by in Inheritance

IRA Inheritance Trusts in Virginia

If you have contributed to an Individual Retirement Account (IRA) over the years, you may want some element of control over how your retirement account assets are distributed after you pass. IRA inheritance trusts provide that level of control and can be an effective estate planning tool, providing...

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Aug 4, 2017

Posted by in Blog - "Altman Speaks"

Is a Charitable Trust Right for You?

If you are thinking about setting up a charitable trust, take time to thoughtfully consider whether it is right for you. Charitable trusts are irrevocable — you cannot change your mind and reverse your decision once the trust becomes operational. What is a charitable trust? A charitable trust...

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Aug 1, 2017

Posted by in Blog - "Altman Speaks"

Charitable Gift Annuities and Estate Planning

Perhaps you are doing some financial planning, and are wondering if charitable gift annuities have a place in your portfolio. Or maybe you have heard of charitable gift annuities but don’t really understand how they work. Charitable gift annuities can be an effective financial tool as part of an...

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Jul 28, 2017

Posted by in Blog - "Altman Speaks"

The Answers to These Questions Might Change the Way You Think About Estate Planning

Estate planning is similar to the game of chess in that you need to be thinking one, two, sometimes three steps ahead. What are your answers to these questions?  Depending on your answers, you may need to create or update your existing Will and other estate planning documents. If your spouse...

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