Preparing for Tax Policy Changes in 2021
2020, a year we will never forget, is behind us, and we are already three weeks into 2021. As we approach the [...]
Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will
Former Zappos CEO Tony Hsieh died in house fire last month. The tech entrepreneur was 46 years old, worth a reported [...]
Congress Agrees to Covid Relief Package
Lawmakers have agreed to a $900 billion Covid-19 relief package intended to help businesses and individuals and provide money to deliver vaccines. [...]
Happy Holidays from the Altman Team
This year, in lieu of our traditional holiday gifts, the Altman team has chosen to make donations to a few of [...]
Are Payments of a Loved One’s Health Insurance Premiums or School Tuition Subject to Federal Gift or Generation-Skipping Transfer Taxes?
During the holiday season, we receive an influx of questions from clients regarding gifting. Estate planning is an excellent tool for [...]
Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman
Gary Altman, founder of the estate planning law firm, Altman & Associates, had the opportunity to present to the National Capital [...]
New FINRA Rule Limits Financial Advisor’s Ability to Serve as Trustee or Fiduciary for Client
Clients often ask me if they can appoint their financial advisor/planner to be their Trustee, Power of Attorney, or Personal Representative [...]
URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020!
Most of us can’t wait for this nasty year to come to a close. As we look ahead to the New [...]
Gary Altman and Robert Freda Make Washingtonian “Top Wealth Advisers” List
Altman & Associates founder, Gary Altman, and Attorney of Counsel, Robert Freda, have been named as "Washington's Top Wealth Advisers” of [...]
Gary Altman Recognized as a 2020 Washington “Top Lawyer” by Washingtonian
Altman & Associates founder and principal attorney, Gary Altman, has been once again recognized as one of "Washington's Top Lawyers” by [...]