Jun 4, 2017

Posted by in Blog - "Altman Speaks"

Newlyweds Should Discuss Estate Planning

After Saying, “I Do”, Newlyweds Should Discuss Estate Planning Many newlyweds incorrectly assume that, because they are now married, everything they own will automatically be given to their spouse when they pass. This is not true. Community property states have their own rules concerning what...

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May 26, 2017

Posted by in Blog - "Altman Speaks"

Memorial Day 2017

This weekend and always, we honor the brave men & women who have lost their lives while defending our freedoms. To our employees, our clients, our families, and to our friends around this great country, please have a safe & happy holiday. We will be closed on Monday, May 29th and resume...

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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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