Blog - "Altman Speaks"

Estate Planning for Maximum Business Growth Tips

Most folks know that estate planning is an essential component of long-term financial planning and they figure they have time to get around to addressing it. But if you are a business owner or have a professional practice, it is critical that you start Estate Planning for Maximum Business Growth now. Success of Estate Planning for […]

How Often Should I Update My Estate Plan?

"I have an estate plan, but I think it needs to be reviewed." At Altman & Associates, we want you to view estate planning as a process, not a product. The hardest part of the process for most people is simply getting started. However, in the days, months and years following your first completed estate plan, the […]

How New Tax Law Effects Estate Planning

If you are like many Americans, you know estate planning is important, but you just haven’t gotten around to it yet. Or if you have an estate plan, once it was completed, you probably crossed it off your to-do list forever. Not so fast. You may be curious about how the new tax law effects […]

Top Estate Planning Myths Debunked

Top Estate Planning Myths and misconceptions are listed and debunked. Don't harm your family by making any of these common retirement planning mistakes.

Buzz Aldrin Dementia Revocable Trust

Good trust planning can prevent bad situations from arising such as the Buzz Aldrin dementia revocable trust problem that the family is now dealing with. Buzz Aldrin, the 88-year-old astronaut who took part in the historic Apollo 11 moon-landing mission in 1969, is in the midst of a complicated legal battle with his family. Aldrin […]

2019 Changes to Estate Tax Exemption in DC and Maryland

Big 2019 changes to Estate Tax Exemption in DC and Maryland are on it's way! The federal tax reform legislation adopted by Congress at the close of 2017 more than doubled the federal estate tax exemption – the amount that can be transferred upon death without paying any tax. Existing legislation in the District of […]

Does Your Estate Plan Address Suicide?

This month, we learned of the passing of two well-known, successful and beloved celebrities – designer Kate Spade and renowned chef and TV personality Anthony Bourdain – who committed suicide within two days of one another. Their tragic deaths shocked the world as people wondered why two such respected, successful and beloved people (and parents […]

"Aging in Place" book for seniors features Gary Altman | on Amazon

Exciting news!!! Estate planning attorney, Gary Altman, Esq. is featured in this newly released book, "Aging in Place: Insights and Advice on Maintaining an Independent Lifestyle," available now on Amazon! Author John S. Smith, Jr., RN of Prestige Healthcare Resources highlights the expertise of a wide range of professionals who serve the aging population. The book offers great […]

Best Irrevocable Trust Asset Strategies 2019 | New Estate Planning Tax Laws

In contrast to a revocable trust, an irrevocable trust is one in which the terms of the trust cannot be amended or revised until the terms or purposes of the trust have been completed. Although in rare cases, a court may change the terms of the trust due to unexpected changes in circumstances that make […]

How To Prevent Seniors Estate Planning Fraud

Over half of financial fraud victims in the U.S. are over the age of 70, reports an AARP study. Seniors Estate planning fraud is a type of crime that targets older people, often including fake companies that promise estate plans or Wills to unsuspecting seniors. These are not tailored to people’s specific needs, not drafted by attorneys, […]

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Recent Posts

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