Jul 13, 2016

Posted by in Blog - "Altman Speaks"

Digital Asset Planning: Who Will Care for Your Pokémon When You’re Gone?

Digital Asset Planning: Who Will Care for Your Pokémon When You’re Gone? If you’ve been outside at all this week, there’s a good chance you’ve noticed plenty of people (adults, not just children!) wandering around while staring down at their phones.  Indeed, the new Pokémon Go craze has turned neighborhoods around the world into scenes from a...

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Jul 11, 2016

Posted by in Blog - "Altman Speaks"

My Kid is Heading to College – Should We Do Any Estate Planning?

My Kid is Heading to College – Should We Do Any Estate Planning? So, your kid is off to college. Congratulations! What estate planning documents, if any, should he or she have? Ideally, he or she should have a Financial Power of Attorney, an Advance Medical Directive, and a HIPAA Release Form (this is the minimum, circumstances may alter the need). If your kid...

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Jul 11, 2016

Posted by in Blog - "Altman Speaks"

What is a Revocable Trust and Should I Have One?

Revocable trusts, which are also known as “living trusts” or “loving trusts” are legal documents used in estate planning. In simple terms, a revocable trust is a trust that is created during your lifetime. It is a written agreement that appoints a trustee to manage and administer property...

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Jul 8, 2016

Posted by in Blog - "Altman Speaks"

Elder Abuse Through Financial Exploitation is on the Rise

Recognize areas of vulnerability and protect yourself The trial over media mogul Sumner Redstone’s mental competence raises questions regarding financial exploitation and the issue of undue influence. Reports of financial abuse of older adults have increased dramatically over the past decade and...

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Jul 8, 2016

Posted by in Blog - "Altman Speaks"

Estate Sale Planning is Often an Emotional Process

Tips to Help You Prepare and Cope Anyone who has had difficulty parting with an old worn T-shirt or a favorite pair of ripped blue jeans understands the emotional connections that can be attached to material belongings. Throughout the various stages of life we collect things. Old postcards or...

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