Blog - "Altman Speaks"

As the Election Dust Begins to Settle, Time is of the Essence!

While the 2012 elections are behind us, there are still many differences to resolve and uncertainties to work through. One of the burning questions in the estate planning community is what the implications of the election result will be for clients and their estate plans? Indeed, there are too many to discuss in this blog, […]

Mirror, Mirror on the Wall...Beware of the Reciprocal Trust Pitfall!

Married clients often identify identical goals for both of their estate plans. The most obvious is to provide fully for the surviving spouse during his or her remaining life. With this in mind, married individuals’ revocable trusts often mirror each other as to how they provide for the surviving spouse and as to what happens […]

Hurricane Sandy and Estate Planning

My thoughts and prayers are with all of those who have suffered greatly at the hands of Hurricane Sandy. The majority of us in the DC Metro area are blessed to have come through it with little to no damage - nothing like our fellow Americans are dealing with along the coastal areas of the […]

D.C. Court of Appeals: A Will Without Witnesses is No Will at All

We have had more than one client make a comment like “it takes a village” to get their Last Will and Testament signed. That is because often the conference room is full of people due to the formalities required to sign a Will; specifically, we always have two witnesses and a Notary to confirm that […]

Hurricane Alert and Closing Information

Altman & Associates will be closed today and tomorrow, October 29th and 30th, due to Hurricane Sandy. All missed appointments will be rescheduled. Michele Conward will attempt to contact all clients for rescheduling, but please contact her at (301) 468-3220 or Michele@altmanbackup.peakperformance.dev if you have not been reached. As soon as it's safe for our employees, clients and prospects, and […]

In Stepmom We Trust? Protecting Beneficiary Interests through Proper Drafting

At Altman & Associates, we plan for families of all shapes and sizes. Planning is especially important for blended families, where divorce and re-marriage can lead to unique and delicate legal relationships between former spouses or partners, new spouses or partners, and children from prior and current unions. A well-crafted, individualized plan can help ensure that […]

The Irrevocable Life Insurance Trust: Irrevocable for Good?

The Irrevocable Life Insurance Trust (“ILIT”) is a well-known planning tool. Typically, this type of trust shelters a life insurance death benefit from the insured's estate taxes and can be used to pay such taxes and settlement costs. ILIT planning is especially beneficial when an estate consists largely of illiquid assets – after all, who wants to […]

How Does Student Loan Debt Fit Into Your Estate Plan?

At Altman & Associates we are committed to developing estate planning strategies that meet our clients’ needs and keep up with changing times. For instance, recently we have been grappling with estate planning for digital assets (i.e. music and photo libraries, social media and e-mail accounts, etc.), because, unlike 20 years ago, almost everyone now […]

Steve Sabol – Innovator, Visionary, Icon!

Cooler temps, falling leaves, football season is upon us! The National Football League is the most prolific business in the world of professional sports. Annually, the Super Bowl captures an audience of over 130 million people. This is in no small part owed to the great work of Steve Sabol, President of NFL Films, who […]

This Holiday Season, Give the Gift that Keeps on Giving

As we have mentioned many times in this blog, barring action from a currently deadlocked Congress, the federal Estate Tax exemption is set to drop from $5.12 million to $1 million dollars per person starting in 2013. One manner to utilize this exemption before its expiration is to make a large lifetime transfer. Currently, individuals […]

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Recent Posts

Better Late Than Never - A New Wrinkle to Portability!

The Kardashian Diary Saga: Another Lesson in Why the Words Matter!

Minnesota Joins Connecticut as the Only States in the Nation to Have a State Gift Tax

Happy Memorial Day from the Altman Team!

The Cost of Dying without a Will

Estate of Harvey Evenchik: A Reminder of What NOT to Do!

Planning Tips for Your 2013 Personal Taxes

Irrevocable Trusts Facing Higher Tax Liability in 2013

Pat Summerall: How a Man of Such Few Words Left a Lasting Impact

IRS Announces Closures Due to Furloughs

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