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...

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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...

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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...

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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...

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May 15, 2017

Posted by in Blog - "Altman Speaks"

MD & D.C. Residents: Even Exemption Increases Warrant Revisiting Your Estate Plan

How much money you can leave to your heirs free of estate/death tax depends on where you live and own property and businesses, to whom you’re leaving your assets, and whether your estate planning documents are current. With significant changes being proposed to the Federal tax code, and...

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