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Two Wives, One Operating Agreement, Zero Estate Certainty

A recent Maryland case, Potter v. Potter, reminds estate planners to stress to our clients the importance of updating legal, estate, and business documents upon significant life events such as divorce, marriage, and death. In Potter v. Potter, a member of an LLC died. The operating agreement of the LLC stated that if his death […]

Honoring our Military for Memorial Day

"Without memory, there is no culture. Without memory there would be no civilization, no society, no future." - Elie Wiesel Memorial Day is so much more than the official opening of summer. It is a day that our country has dedicated to honoring the sacrifice of the men and women who have died in uniform, […]

"Don’t Leave Home Without It!" – Estate Planning Documents You Should Have Done BEFORE Going on Vacation!

After a year of being cooped up, many of us will hit the road in search of a little R&R or adventure this summer. In preparation for any trip, there’s always much to do. You’ll want to leave care instructions for your prized tomato plants with your neighbor. Of course, the kennel will need your dog’s updated immunization […]

Maryland is Considering Transfer on Death Deeds - Are TODs Right for You?

A common method of avoiding probate for real estate (in states that allow it) is the creation of a Transfer on Death (“TOD”) Deed. Virginia, Washington, D.C. currently allow for TOD Deeds. Maryland does not, however, in this session of the Maryland legislature, the topic is being discussed. This method of transferring real estate upon death […]

Women’s History Month Series – Part 3

In closing our Women’s History Month series about women in the legal industry, we will look at the 20th century, acknowledging the many female judges who served after the 19th amendment to the United States Constitution was passed, giving women the right to vote. Over the decades, we saw many women appointed to judgeships and […]

What to Look Out for in Estate Planning

President Biden plans to move forward with his proposed changes to our tax laws. If passed, the legislation will be the first major tax hike since 1993. Recent Tax Law History In 1993, President Bill Clinton signed The Tax Reform Act of 1993 into law which was aimed at reducing the federal deficit through increased taxes and […]

Celebrating Hope Connections for Cancer Support

Hope Connections for Cancer Support believes that no one should have to face a cancer diagnosis alone. This is why they work hard to provide critical services, including support groups, mind/body classes, educational and social programs, to cancer patients and their families - at no charge! Over the years, the Altman team has had the […]

Women's History Month Series - Part 2

In continuation of our Women's History Month feature celebrating women in the legal industry, we are turning to the year 1879. This was the year when President Rutherford B. Hayes signed a law allowing women to become members of the Supreme Court Bar. This law allowed women to argue and submit cases in front of […]

Are Holographic Wills Valid? The Latest in Larry King's Estate Drama

Legendary television and radio host, Larry King, passed away at the end of January after a battle with COVID-19. He was 87 years old at the time of his death and had been in the midst of divorcing his seventh wife, Shawn King. Early reports indicated that the couple had done an estate plan together […]

Webinar: To Trust or Not To Trust

Gary Altman J.D., L.L.M. (Tax), CFP was invited as a guest speaker for Bestgate Wealth Advisors to speak about trusts. Watch the video below to learn about the basics of what a trust can do for your family and the different types of trusts available. Types of questions addressed: What is a trust? What are […]

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Recent Posts

Two Wives, One Operating Agreement, Zero Estate Certainty

Honoring our Military for Memorial Day

"Don’t Leave Home Without It!" – Estate Planning Documents You Should Have Done BEFORE Going on Vacation!

Maryland is Considering Transfer on Death Deeds - Are TODs Right for You?

Women’s History Month Series – Part 3

What to Look Out for in Estate Planning

Celebrating Hope Connections for Cancer Support

Women's History Month Series - Part 2

Are Holographic Wills Valid? The Latest in Larry King's Estate Drama

Webinar: To Trust or Not To Trust

1 2 3 … 63 Next »