Mar 10, 2009

Posted by in Blog - "Altman Speaks"

A Word of Caution When it Comes to Gifting 529 Plans

A client came to me recently with a very unfortunate story.  Her Great Uncle, Bud, from NY, a single man with no children, had passed away a few months prior and, as is too often the case, he hadn’t properly updated his will before he died.  Like many, he procrastinated.  This unfortunate...

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Feb 18, 2009

Posted by in Blog - "Altman Speaks"

New Law: No Required Minimum Distribution from Your Retirement Accounts in 2009

If you or someone in your family is 70½ or older (or will be this year), or if you have inherited a loved one’s IRA or other retirement plan, here’s important news:  A recent law waives the requirement that you must take a required minimum distribution from your retirement accounts. This...

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Feb 16, 2009

Posted by in Blog - "Altman Speaks"

New Tax Law Changes Could Save You Dollars

While these are not estate tax related, I wanted to share some information on new income tax provisions that may very well impact you!  Here are some of the key provisions: One of the biggest breaks will come from changes in the Alternative Minimum Tax (AMT), which could mean a $2,300 savings...

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Feb 9, 2009

Posted by in Blog - "Altman Speaks"

Are We in Your Wallet?

Advance planning is always important, but in ways we sometimes do not anticipate.  In our practice, after a client signs their estate planning documents, they are sign the back of one of our business cards, stating that they have appointed so and so to make medical decisions and that a copy of the...

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Feb 3, 2009

Posted by in Blog - "Altman Speaks"

Estate Planning Checklist: Things to Consider Before Remarrying

With Valentines’ Day upon us, love is in the air.  As a boomer and a romantic, I believe that marriage (even the second time around) is a wonderful thing.  That said, the attorney and the realist in me knows that sometimes financial and estate issues can get in the way.  Therefore, there are...

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