Apr 17, 2015

Posted by in Blog - "Altman Speaks"

Always Be Cautious Over “Official” Looking Mail…

Periodically, we get asked by a client if they should respond to a letter that they received asking them to pay for a “Recorded Deed Notice” so they will have “evidence” that they property they own was “in fact transferred.”  In fact, my mother-in-law got such a...

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Apr 13, 2015

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Altman & Associates at the World of Possibilities Expo

Over the weekend, Coryn and Aubrey represented Altman & Associates at the second annual World of Possibilities Expo in Rockville, MD.  The event features exhibitors from a wide range of businesses – all of which serve the special needs community.  Altman was the only estate planning...

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Apr 2, 2015

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Estate Planning for Same-Sex Partners Amidst Uncertainty

Congress enacted DOMA (Defense of Marriage Act) after the Supreme Court of Hawaii ruled in 1993 that the state constitution guaranteed the right of same‑sex couples to marry.  One provision of DOMA permits states to disregard the status of same‑sex marriages that were lawfully performed in...

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Mar 20, 2015

Posted by in Blog - "Altman Speaks"

Feel Good Friday: “A Dog’s Last Will & Testament”

As estate planners and animal lovers, we have written about the creation of Pet Trusts before; the loving idea behind them being to ensure that your pets will be cared for if/when you’re no longer able to. But, until we came across this passage, we had no idea that pets could be as...

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Mar 13, 2015

Posted by in Blog - "Altman Speaks"

Churchill Daughter’s Estate Pays Inheritance Tax by Donating Father’s Paintings

Former British Prime Minister, Winston Churchill, was not widely known for being a painter, however, a collection of his works were recently leveraged as payment for what would have otherwise been a $14 Million inheritance tax. The paintings, created between 1915 and the late 1950s, belonged to...

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