May 15, 2017

Posted by in Blog - "Altman Speaks"

MD & D.C. Residents: Even Exemption Increases Warrant Revisiting Your Estate Plan

How much money you can leave to your heirs free of estate/death tax depends on where you live and own property and businesses, to whom you’re leaving your assets, and whether your estate planning documents are current. With significant changes being proposed to the Federal tax code, and...

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Apr 24, 2017

Posted by in Blog - "Altman Speaks"

Beware of “Transfer on Death” Deeds

A lot has been written about a “transfer on death” or TOD deed. The concept, as written into various state laws, is that a person owning real estate can do a new deed to their real property that basically says “when I die, give the property to X, without any probate or other proceeding”....

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Apr 4, 2017

Posted by in Blog - "Altman Speaks"

How to Spot a Scam in the Mail

Last year, we posted about clients receiving what looks like official mail from a “Local Records Office” billing them for a copy of the deed to their property.  It’s a scam that is clearly paying off because the shady companies behind the letters continue to send them out. A client...

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Apr 3, 2017

Posted by in Blog - "Altman Speaks"

Special Needs Planning: Education, Finances, Healthcare & More

Special Needs Planning: Education, Finances, Healthcare & More Last week, a unanimous Supreme Court ruled that it is not enough for school districts to get by with minimal instruction for special needs children.  Specifically, the Supreme Court ruled that school programs must be designed to let students make progress in light of their disabilities.  This...

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Mar 21, 2017

Posted by in Blog - "Altman Speaks"

Costly & Irreversible Beneficiary Mistakes (That Are 100% Avoidable w/ Estate Planning)

Costly & Irreversible Beneficiary Mistakes (That Are 100% Avoidable w/ Estate Planning) Over the years, I have invested a great deal of time fostering relationships with the financial planning community. I give seminars to financial institutions and associations, educating their employees and members on various estate planning topics. I do this because I want financial advisors and...

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