Nov 11, 2009

Posted by in Blog - "Altman Speaks"

Debunking the Top Estate Planning Myths: The Key to Protecting the Future of Your Assets

Here are some of the most common estate planning myths, debunked: 1.  Estate plans are only important for the Gates, Buffets and Rockefellars of the world. False. In fact, nothing could be further from the truth.  Yet, More than 60% of all Americans die without one, leaving their estates to be...

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Nov 11, 2009

Posted by in Blog - "Altman Speaks"

Jointly Held Accounts: A Cautionary Tale

When someone dies, his executor or personal representative is responsible for preparing the decedent’s final income tax return and the decededent’s estate is liable for all income tax due.  If the executor distributes the estate without payment of the income taxes, the IRS could hold the...

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Nov 5, 2009

Posted by in Blog - "Altman Speaks"

Past Events

“Navy Federal Event” Hosted by Kevin M. Reese, CFS, CRPC, CLTC Navy Federal Investments & Insurance Thursday, October 15, 2009 6:00 pm – 8:00 pm. 8901 Rockville Pike, Bethesda, MD 301 255 6272. “Wills, Estates and Legacy Planning” Hosted by Brian Haney, CLTC, CFS West...

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Oct 15, 2009

Posted by in Blog - "Altman Speaks"

Bad News for Seniors: No 2010 increase in Social Security

Today, the Social Security Administration announced that there will be no cost-of-living increase for 57 million Social Security beneficiaries next year because consumer prices have fallen. This announcement marks the first time that Social Security benefits have not been increased year over year...

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Sep 16, 2009

Posted by in Blog - "Altman Speaks"

Estate Tax Reform: On Congress’ Back Burner?

A recent article on TheHill.com, Debate Over Estate Tax Likely to Wait Until 2010″, suggests that a split among Democrats and a busy fall agenda is likely to have lawmakers hold off this year on debating the future of the estate tax, even though it is set to expire at the end of the year. Many...

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