Blog - "Altman Speaks"

Happy Thanksgiving!

We would like to wish you all a very Happy Thanksgiving! If you're traveling, please be safe! Our office will close at 12 PM on Wednesday, November 21st and will reopen at 9:00 AM on Monday, November 27th. - The Altman Team

This Veterans Day Weekend

This Veterans Day weekend, we pay tribute to the sacrifices of the brave men and women who have fought so valiantly to keep our nation free. If you have a moment, check out this wonderful Veterans Day article written by Ray Starrman.

ABLE Savings Accounts for Individuals with Disabilities

Patterned after 529 college savings plans, ABLE savings accounts are tax-advantaged state savings plans for individuals with disabilities. They are being created as a result of the passage of the Stephen Beck Jr., Achieving a Better Life Experience Act of 2014. ABLE accounts can be used for "qualified disability expenses" - any expense related to the designated beneficiary […]

How the Proposed Tax Law Changes Will Impact Estate Law and Your Estate Planning

The newly proposed tax laws would impact estate law (and therefore estate planning) in the following ways: Basis Step-Up Stays The proposed tax bill currently keeps the “basis step-up” rule. Under current law (and the proposed tax law), the tax basis of an asset held until death is readjusted to fair market value, permitting heirs […]

"'Tis the Season for Estate Planning" - Why the Holidays are a Great Time to Tackle Estate Planning

As the holiday season approaches, we anticipate joyous family gatherings, great food, holiday merriment and…estate planning? While it may seem like a taboo topic for a fireside chat, estate planning is critically important and the holidays can present the perfect time to get things in motion. Here are few things to consider: I’ll Be Home […]

Fine Tuning Your Estate Plan: The Importance of Keep Your Estate Documents Updated

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 inevitability of change (with respect to both life and laws) makes for another critical part […]

The Newly Proposed Tax Bill

Yesterday, the long awaited tax reform legislation was introduced in Congress. While there is a long way to go before anything is passed, and everything mentioned below may change, here are some provisions that may impact many individuals: You will no longer be able to deduct local or state income taxes, medicals expenses and miscellaneous deductions. […]

Estate Planning Awareness Week: October 21st-27th

This week, we are pleased to join our colleagues at NAEPC (National Association of Estate Planners and Councils) in promoting National Estate Planning Awareness Week, October 16th - 22nd. Estate planning is one of the most overlooked areas of personal financial management. In 2008, the National Association of Estate Planners and Councils (NAEPC) worked with Congressional leaders […]

How to Help the Caribbean Islands: Spend Money There

The Caribbean holds a special place in the hearts of many Americans, including myself. Liz and I have enjoyed many trips to the islands, one of our favorites being St. Thomas. The devastation caused by the one, two punch of hurricanes Irma and Maria have left many Caribbean travelers unsure of how to help. Some of the […]

Tax Alert: U.S. Treasury Will Withdraw Proposed 2704 Regulations

NEWS: U.S. Department of the Treasury announced that it will withdraw proposed 2704 regulations which would have curbed valuation discounts & meant higher estate taxes on the deaths of owners of family businesses. Details can be found here on the IRS website.

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