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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Feb 14, 2015

Posted by in Blog - "Altman Speaks"

Valentine’s Day: Give the Gift of an Estate Plan

Some call it a “Hallmark holiday” or a “jewelry and chocolate industry plot,” but Valentine’s Day has achieved critical importance in our modern society. For many couples, Valentine’s Day serves as a referendum on their relationship. What gifts were received? How thoughtful were they?...

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Feb 13, 2015

Posted by in Blog - "Altman Speaks"

Feel Good Friday: Facebook Offers Users More Control of Their Digital Afterlife

We’ve spoken before about planning for your “Digital Afterlife” – what becomes of your online accounts, such as social media, after you die.  Until now, Facebook has permitted pages of those deceased to be memorialized, which allowed the user’s Friends to continue...

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Feb 12, 2015

Posted by in Blog - "Altman Speaks"

The Robin Williams Estate: Words Matter!

Robin Williams’ estate plan is now being challenged by his widow.  Initially, his plan seemed complete – anticipatory of all possible events, and well thought out.  However, it was not specific and detailed enough to avoid a challenge by his widow. Robin Williams left behind three...

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Jan 27, 2015

Posted by in Blog - "Altman Speaks"

Have You Named Your Beneficiaries? Do You Need to Update Your Beneficiaries?

Too often, clients fail to ensure someone is named on beneficiary designations for their assets.  This type of simple planning can prevent potential long, drawn out, expensive litigation.  Recently, the United States District Court of Appeals for the Seventh Circuit upheld a District Court’s...

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