Jun 24, 2016

Posted by in Blog - "Altman Speaks"

Don’t Get Scammed by “Local Records Office”!

Don’t Get Scammed by “Local Records Office”! We recently had a few clients call because they received what looked like an invoice from their “Local Records Office”, billing them for a copy of the deed to their property. Beware! This is a scam! The average person could be alarmed and feel compelled to act quickly upon receiving one of...

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Jun 10, 2016

Posted by in Blog - "Altman Speaks"

Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy

Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy Over the course of his career, Muhammad Ali made approximately $57 million. At first glance this seems like a large sum of money, but once you consider that Ali retired 35 years ago, and that he faced escalating medical bills as his Parkinson’s Disease progressed, it is quite impressive that...

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Jun 3, 2016

Posted by in Blog - "Altman Speaks"

Why everyone needs to have a will

Prince’s recent death without a will highlights the cost of not having one Following Prince’s recent death, the world grieved and many may have felt shock at the news of his death. Shortly following his death, it was learned that Prince apparently had not given much thought to estate planning...

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Jun 3, 2016

Posted by in Blog - "Altman Speaks"

How to Avoid the Biggest Estate Planning Mistakes

Why not having any estate plan could be the biggest mistake Failing to leave a will is one of the 4 biggest estate planning mistakes anyone, including celebrities, can make. Effective estate planning provides protection for surviving family members and ensures that the wishes of the party penning...

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Jun 3, 2016

Posted by in Blog - "Altman Speaks"

Why You Should Hire a CFP Certified Fiduciary

When a loved one passes away, they typically leave behind more than grieving family members and special memories. No matter how well they prepare, no matter the advice they sought in setting up their affairs for after they have gone, there are issues they couldn’t have anticipated, or...

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