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...

Read More
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,...

Read More
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...

Read More
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...

Read More
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...

Read More
Page 2 of 92123456...102030...Last »