Blog - "Altman Speaks"

What Changes the New Administration May Bring

“Estate Planning in 2009” – What Changes the New Administration May Bring By: Gary Altman, Esq. It’s the beginning of the New Year and in a few short weeks, Barack Obama will take office as President of the United States. As we all well know, “change” has been the primary theme and driving force behind […]

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 exclusion amount will […]

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