Dec 16, 2008

Posted by in Blog - "Altman Speaks"

Top Ten Year-End Estate Planning Tips

1. Use It or Lose It — Use Your Annual Exclusion   The annual gift tax exclusion amount is the amount a person can gift to any number of recipients without a gift tax consequence. This amount is $12,000 ($24,000 for gifts from husband and wife; i.e., split gifts) for 2008. The annual...

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Nov 14, 2008

Posted by in Blog - "Altman Speaks"

“Estate Planning: The Gift that Keeps on Giving” – Take Time this Holiday to Discuss Estate Planning with Your Family

Great food, family get-togethers, holiday cheer…estate planning?!?  While it may seem like a less than ideal topic for a fireside chat, estate planning is critically important and the holidays can present a golden opportunity to get things in motion. Here are few things to consider: The More,...

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