Jan 27, 2015

Posted by in Blog - "Altman Speaks"

Have You Named Your Beneficiaries? Do You Need to Update Your Beneficiaries?

Too often, clients fail to ensure someone is named on beneficiary designations for their assets.  This type of simple planning can prevent potential long, drawn out, expensive litigation.  Recently, the United States District Court of Appeals for the Seventh Circuit upheld a District Court’s...

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Jan 26, 2015

Posted by in Articles by Altman & Associates

Avoiding Probate in Virginia & Washington D.C.

If you live in or around the D.C. Beltway, it can often seem like one state with lots of traffic. Of course, the D.C. Metro area is comprised of the State of Maryland, the Commonwealth of Virginia, and the District of Columbia. Each one is a separate and distinct jurisdiction with its own sovereign...

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Jan 22, 2015

Posted by in Blog - "Altman Speaks"

Beware of the Withholding Tax: What You Need to Know About Maryland Form MW505AE

We recently had a client come in whose surviving parent passed away.  Our client, as Executor of the Estate, is in the process of selling the residential home.  Another client came in a few days later, because she and her husband are moving out of the area. What many people are not aware of, is a...

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Jan 16, 2015

Posted by in Blog - "Altman Speaks"

Feel Good Friday: Insuring a Better World Fund

Yesterday morning I went to a breakfast for a new charitable fund.  The “Insuring a Better World Fund” will accept donations of unwanted life insurance policies and the donor can direct where the death benefit will go.  The donor gets an income tax donation on the policy.  The fund...

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Jan 15, 2015

Posted by in Blog - "Altman Speaks"

More from Orlando: Even When Estate Taxes Are Irrelevant, Planning is Still Critical

Today I overheard a couple of lawyers discussing future tax legislation and what they believe the tax law should be.  Given that this week at Heckerling has been based on the premise that very few individuals will ever be subject to estate tax (less than .5% of the population), I am once more...

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