Jun 19, 2017

Posted by in Blog - "Altman Speaks"

Are Your Medical Directives Easily Accessible?

Medical advance directives are an important estate planning tool that designate an individual to make decisions and act on your behalf should you have an accident or become incapacitated. In addition to preparing these documents with the guidance of an estate planning specialist, it is also...

Read More
Jun 18, 2017

Posted by in Blog - "Altman Speaks"

The Gift for the Man Who Has Everything – Take Time this Father’s Day Weekend to Discuss Estate Planning

The Gift for the Man Who Has Everything – Take Time this Father’s Day Weekend to Discuss Estate Planning Breakfast in bed, a round of golf, a new tie…estate planning?!?!  It may seem like an awkward topic for a Father’s Day, but considering how busy people are, it’s easy for important conversations to fall by the wayside. These days, people often communicate with family members more online...

Read More
Jun 12, 2017

Posted by in Blog - "Altman Speaks"

Estate Planning for Unmarried Couples

Estate Planning for Unmarried Couples Estate planning is important for all individuals, regardless of their financial portfolio or their marital status. For unmarried couples, estate planning is critical due to a different set of circumstances. Why unmarried couples need a will All couples, married...

Read More
Jun 4, 2017

Posted by in Blog - "Altman Speaks"

Newlyweds Should Discuss Estate Planning

After Saying, “I Do”, Newlyweds Should Discuss Estate Planning Many newlyweds incorrectly assume that, because they are now married, everything they own will automatically be given to their spouse when they pass. This is not true. Community property states have their own rules concerning what...

Read More
May 26, 2017

Posted by in Blog - "Altman Speaks"

Memorial Day 2017

This weekend and always, we honor the brave men & women who have lost their lives while defending our freedoms. To our employees, our clients, our families, and to our friends around this great country, please have a safe & happy holiday. We will be closed on Monday, May 29th and resume...

Read More
Page 1 of 87123456...102030...Last »