Jul 4, 2017

Posted by in Blog - "Altman Speaks"

Happy 4th of July

Happy 4th of July from the Altman & Associates team! Our office is closed today, but will resume normal business hours tomorrow. Have a safe holiday!...

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Jun 26, 2017

Posted by in Blog - "Altman Speaks"

Added Flexibility to Make Portability Election

The IRS, effective June 9, 2017, in Rev Proc 2017-34, gave taxpayers additional time to make a portability election on a Federal estate tax return (Form 706).  Portability is the ability of the surviving spouse to inherit the deceased spouse’s unused Federal estate tax exemption, but only if an...

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Jun 26, 2017

Posted by in Blog - "Altman Speaks"

Child heading to college

Child Heading to College? Important Estate Planning Measures This is the time of the year when high school seniors – and their parents – receive acceptance notifications from colleges and universities and enter the last phase of the college application process. Over the next several weeks,...

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Jun 19, 2017

Posted by in Blog - "Altman Speaks"

Are Your Medical Directives Easily Accessible?

Medical advance directives are an important estate planning tool that designate an individual to make decisions and act on your behalf should you have an accident or become incapacitated. In addition to preparing these documents with the guidance of an estate planning specialist, it is also...

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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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