Asset Protection

Montgomery County Circuit Court Decision Highlights Importance of Updating Beneficiary Designations After Divorce

Estate law and family law are closely intertwined. Both deal with relationships and emotional ties. Many of Altman’s estate planning clients choose their spouse as the primary beneficiary of their estate and as power of attorney or health care agent. It’s a logical choice: you’ve built a life with this person, they know you and […]

Not All Gifts Are Created Equal

It is better to give than to receive. But if you give a gift above a certain amount, you may wind up owing money to the IRS! The federal tax code has very specific rules about how much you can transfer to (gift) others each year (annual exclusion) and during your lifetime (lifetime exemption). Gifts […]

What to Know About Nonfungible Tokens

A nonfungible token (NFT) is a unique digital code that represents a digital item such as art or music, and a growing number of physical items, that runs on the blockchain (a secure, decentralized, and cryptography-backed online ledger) and provides proof of ownership of virtual collectibles. That explanation may cause confusion, and with NFTs, confusion […]

Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z

Adults in the U.S. now span five generations, ranging from Gen Z (1995-2012) to the Silent Generation (1945 or earlier) – with Millennials, Gen X, and Boomers in-between. Each generation has a unique value system, especially with money. It’s not surprising that the concept of estate planning is not top of mind for younger generations; […]

Tis’ the Season for Estate Planning

As the holiday season approaches, we anticipate joyous family gatherings, good food, holiday merriment, and…estate planning? While it may seem like a taboo subject for a fireside chat, estate planning is critically important, and the holidays can present the perfect time to get things in motion! Some Things to Consider There’s No Place Like Home […]

Estate Planning for Couples - Married, Unmarried, or Remarried

October is one of the most popular months for couples to tie the knot in the United States. While wedding planning most often includes rehearsal dinners, guest lists, and honeymoons, couples often overlook estate planning. For younger couples beginning a life together and getting married for the first time, estate planning may not be a […]

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