Mar 20, 2015

Posted by in Blog - "Altman Speaks", Newsroom

Altman & Associates Profiled in Bethesda Magazine

In a profile for Bethesda Magazine, Altman & Associates answers the question: “What is the biggest misconception about estate planning?” One of the most dangerous misconceptions is that it doesn’t require an actual estate-planning attorney. Some people, attempting to save...

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Mar 20, 2015

Posted by in Blog - "Altman Speaks"

Feel Good Friday: “A Dog’s Last Will & Testament”

As estate planners and animal lovers, we have written about the creation of Pet Trusts before; the loving idea behind them being to ensure that your pets will be cared for if/when you’re no longer able to. But, until we came across this passage, we had no idea that pets could be as...

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Mar 13, 2015

Posted by in Blog - "Altman Speaks"

Churchill Daughter’s Estate Pays Inheritance Tax by Donating Father’s Paintings

Former British Prime Minister, Winston Churchill, was not widely known for being a painter, however, a collection of his works were recently leveraged as payment for what would have otherwise been a $14 Million inheritance tax. The paintings, created between 1915 and the late 1950s, belonged to...

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Feb 27, 2015

Posted by in Blog - "Altman Speaks"

Feel Good Friday: A Place for Mom Launches “Caregiver Toolkit”

Making the decision to seek out additional care for our parents is never an easy task. People often doubt themselves because they don’t know how to tell if “it’s time”.  Enter A Place for Mom, Inc. (APFM) – North America’s largest senior living referral service. APFM recently...

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Feb 17, 2015

Posted by in Blog - "Altman Speaks", Newsroom

Estate Planning Fear Tactics: Don’t Be Fooled

President Obama’s new budget proposals include increased estate taxes at death.  The probability of this passing is slim, yet I have seen many blogs and articles already leveraging these budgetary proposals as scare tactics to entice individuals to do estate tax planning.  I have also seen...

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