Sep 7, 2017

Posted by in Blog - "Altman Speaks"

Unsigned Wills and Electronic Wills Are a Recipe for Fraud and Litigation

Unsigned Wills and Electronic Wills Are a Recipe for Fraud and Litigation There is a disturbing trend in certain states regarding unsigned Wills and electronic Wills.  Some states, particularly New Jersey and Michigan, have now accepted an unsigned Will for probate, claiming that it was “harmless error” that caused the Will not to be signed.  Other states have...

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Sep 2, 2017

Posted by in Blog - "Altman Speaks"

Prayers for Texas and How We Are Helping

Like you, our hearts are breaking over the devastation caused by Hurricane Harvey in Houston and surrounding areas.  Our thoughts and prayers are with all of those who have been impacted by the disaster. As a group, this touches us closely, as one of our employees has a parent and younger brother...

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Aug 4, 2017

Posted by in Blog - "Altman Speaks"

Is a Charitable Trust Right for You?

If you are thinking about setting up a charitable trust, take time to thoughtfully consider whether it is right for you. Charitable trusts are irrevocable — you cannot change your mind and reverse your decision once the trust becomes operational. What is a charitable trust? A charitable trust...

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Aug 1, 2017

Posted by in Blog - "Altman Speaks"

Charitable Gift Annuities and Estate Planning

Perhaps you are doing some financial planning, and are wondering if charitable gift annuities have a place in your portfolio. Or maybe you have heard of charitable gift annuities but don’t really understand how they work. Charitable gift annuities can be an effective financial tool as part of an...

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Jul 28, 2017

Posted by in Blog - "Altman Speaks"

The Answers to These Questions Might Change the Way You Think About Estate Planning

Estate planning is similar to the game of chess in that you need to be thinking one, two, sometimes three steps ahead. What are your answers to these questions?  Depending on your answers, you may need to create or update your existing Will and other estate planning documents. If your spouse...

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