Blog - "Altman Speaks"

The Power of Gifting - Make Sure You Know Your Duties!

A jury convicted Ronnie Lee Natho, Sr. of misapplication of an elderly person’s property and sentenced him to twenty-five years. See Tex. Penal Code § 32.45(b). The appellate court, in Natho v. State (Tex. Ct. App., 3rd Dist., No. 03-11-00498-CR, Feb. 6, 2014), upheld the conviction. Ronnie Lee Natho, Sr. (“Natho”) is the former grandson-in-law […]

Navigating the Death of Loved One: What to Know and How We Can Help

There are no words to express the emotions associated with the loss of a loved one. Even when the death is expected due to terminal illness, you and your family will likely deal with significant pain and grief. It is critical for your emotional and spiritual well-being to mourn the death of those close to […]

Feel Good Friday: Dwayne Bowe Returns to Kansas City to Attend Fan's Funeral

We may be in the midst of baseball season, but it's an NFL player that has our attention today... Former Chiefs wide receiver, Dwayne Bowe, flew to Kansas City to attend the funeral of a fan known as "Grandma" by the players. Betty Johnson had been a Chiefs season ticket holder for nearly 30 years. During his […]

Singles Face Unique Estate Planning Challenges

In a contribution to Examiner.com, Rockville Estate Planning Examiner, Gary Altman, Esq. discusses some of the unique challenges facing single people: Estate Planning for Single Individuals: What You Need to Know by Gary Altman, Esq. Estate planning for singles is just as important as it is for couples. Some of the common issues that need […]

The "Death Tax" - "Fact" vs. Reality, Know the Truth!

Last week, I listened to a news program on a bill passed by the House of Representatives that would repeal the "death tax". The amount of misinformation was incredible. Statement 1: The estate tax just taxes property that has already been taxed. Truth: Most estates that are subject to Federal estate tax have significant assets […]

Always Be Cautious Over "Official" Looking Mail...

Periodically, we get asked by a client if they should respond to a letter that they received asking them to pay for a "Recorded Deed Notice" so they will have "evidence" that they property they own was "in fact transferred." In fact, my mother-in-law got such a letter and asked me if she should respond. […]

Altman & Associates at the World of Possibilities Expo

Over the weekend, Coryn and Aubrey represented Altman & Associates at the second annual World of Possibilities Expo in Rockville, MD. The event features exhibitors from a wide range of businesses - all of which serve the special needs community. Altman was the only estate planning law firm in attendance. Coryn and Aubrey met many parents and […]

Estate Planning for Same-Sex Partners Amidst Uncertainty

Congress enacted DOMA (Defense of Marriage Act) after the Supreme Court of Hawaii ruled in 1993 that the state constitution guaranteed the right of same‑sex couples to marry. One provision of DOMA permits states to disregard the status of same‑sex marriages that were lawfully performed in another state. Vermont was the first state to establish Civil […]

Feel Good Friday: "A Dog's Last Will & Testament"

As estate planners and animal lovers, we have written about the creation of Pet Trusts before; the loving idea behind them being to ensure that your pets will be cared for if/when you're no longer able to. But, until we came across this passage, we had no idea that pets could be as passionate about estate planning […]

Churchill Daughter's Estate Pays Inheritance Tax by Donating Father’s Paintings

Former British Prime Minister, Winston Churchill, was not widely known for being a painter, however, a collection of his works were recently leveraged as payment for what would have otherwise been a $14 Million inheritance tax. The paintings, created between 1915 and the late 1950s, belonged to Churchill’s daughter, Mary Soames. She was Churchill's last […]

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Recent Posts

Digital Asset Planning: Who Will Care for Your Pokémon When You're Gone?

My Kid is Heading to College – Should We Do Any Estate Planning?

What is a Revocable Trust and Should I Have One?

Elder Abuse Through Financial Exploitation is on the Rise

Estate Sale Planning is Often an Emotional Process

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Exercise Caution When Borrowing Against a Whole Life Insurance Policy

Don’t Get Scammed by "Local Records Office"!

Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy

Why everyone needs to have a will

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