Jul 7, 2009

Posted by in Blog - "Altman Speaks"

Guardianship: Lessons to Be Learned from the Jackson Case

Now that the untimely death of Michael Jackson is turning into a custody battle brewing between the Jackson Family, the biological Mother of his children and possibly the Nanny, I believe it is important opportunity to mention how essential it is that parents name guardians for their children in...

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Jun 24, 2009

Posted by in Blog - "Altman Speaks"

Michael Jackson’s Estate…What a Mess.

Charitable gift annuities allow donors to make a tax-deductible contribution and, in exchange, receive regular payments for the rest of their lives.  Ideally, about half the initial gift remains with the charity when the donor dies. For donors 65 or older, gift annuities might seem like a smart...

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Jun 10, 2009

Posted by in Blog - "Altman Speaks"

Where Estate and Income Taxes Meet – Don’t Pay More Than Necessary!

A financial advisor contacted me recently regarding one of her clients.  A widow died in 2006, leaving her estate to her daughter.  Her estate included US Savings bonds of $350,000, of which $280,000 was interest which she had never paid tax on.  The daughter had the bonds changed to her name,...

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May 12, 2009

Posted by in Blog - "Altman Speaks"

Federal Estate Tax May Remain at 2009 Levels

I have heard that members of a House and Senate negotiating committee have worked out a compromise on estate tax reform.  While details are still not know, it appears that the estate tax would be kept permanently at the 2009 levels.  This means that individuals could exempt $3.5-million from...

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Apr 30, 2009

Posted by in Blog - "Altman Speaks"

Planning for Pets: Maryland Authorizes Statutory Pet Trusts

Great news and information for anyone interested in including their pets into their estate plan!  This April, Governor O’Malley signed into law HB 149, which will allow statutory pet trusts in the State of Maryland.  Key Components of HB 149 (These provisions apply only to pet trusts...

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