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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Jul 25, 2017

Posted by in Blog - "Altman Speaks"

D.C. Council Approves 2018 Budget, Estate Tax Exemption Will Increase As Planned

In 2014, the District of Columbia passed a significant tax reform bill that included gradually increasing its estate tax exemption amount of $1M to match the Federal exemption level ($5.49 million) as revenue targets were met. In 2017, the exemption doubled from $1M to $2M. On June 13, 2017,...

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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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