Jun 3, 2016

Posted by in Blog - "Altman Speaks"

Why everyone needs to have a will

Prince’s recent death without a will highlights the cost of not having one Following Prince’s recent death, the world grieved and many may have felt shock at the news of his death. Shortly following his death, it was learned that Prince apparently had not given much thought to estate planning...

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Jun 3, 2016

Posted by in Blog - "Altman Speaks"

How to Avoid the Biggest Estate Planning Mistakes

Why not having any estate plan could be the biggest mistake Failing to leave a will is one of the 4 biggest estate planning mistakes anyone, including celebrities, can make. Effective estate planning provides protection for surviving family members and ensures that the wishes of the party penning...

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Jun 3, 2016

Posted by in Blog - "Altman Speaks"

Why You Should Hire a CFP Certified Fiduciary

When a loved one passes away, they typically leave behind more than grieving family members and special memories. No matter how well they prepare, no matter the advice they sought in setting up their affairs for after they have gone, there are issues they couldn’t have anticipated, or...

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May 27, 2016

Posted by in Blog - "Altman Speaks"

          As we gather with our friends and families this weekend, the true meaning of Memorial Day is not lost upon us.  Wishing everyone a safe and happy weekend! – The Altman & Associates Team **Our offices will be closed on Monday, May 30th and resume normal...

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May 2, 2016

Posted by in Blog - "Altman Speaks"

The Controversial Federal Estate Tax Turns 100 This Year

A recent Wall Street Journal article reminds us that the U.S. Federal estate tax turns 100 years old this year.  In 1916, Congress was proactively looking for ways to boost revenue in the event that the United States would need to become involved  with World War I.  Hence, the death tax was...

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