Jan 20, 2017

Posted by in Blog - "Altman Speaks"

Recently, I was asked what sets us apart from other estate planning attorneys.  It is sometimes hard to put into words how we work with clients on a comprehensive basis and how much care we take in making sure the documents are absolutely correct. Recently, we sent newly signed estate planning...

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Dec 31, 2016

Posted by in Blog - "Altman Speaks"

Happy New Year from the Altman Team!

2016 was a very special year for us here at Altman & Associates. We had the privilege of serving many wonderful clients, new and old. Chris Martin joined us as an associate. We celebrated our 20th year in business. And we carried out our mission of raising awareness and funds for charitable...

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Dec 23, 2016

Posted by in Blog - "Altman Speaks"

Holiday Hours

The Altman & Associates offices will be closing at 12:00 PM today and will re-open on Tuesday, December 27th. Wishing everyone a happy and safe holiday weekend! – The Altman...

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Dec 5, 2016

Posted by in Blog - "Altman Speaks"

Preventing Elder Financial Exploitation

Victims of elder financial abuse lose $2.6 billion every year, according to published reports. One out of every 20 elderly individuals have admitted to being victimized through financial exploitation. However, statisticians estimate that this number may be even higher since it is believed that only...

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Dec 1, 2016

Posted by in Blog - "Altman Speaks"

Don’t Wait Too Long for Business Succession Planning

In August 2016, the United States Treasury Department proposed new regulations that would limit the use of valuation discounting. This is a common planning technique that has assisted individuals in executing wealth transfers for years. The premise is that a person can transfer an interest in a...

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