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Sweeping Tax Reform on the Horizon - What You Need to Know

There has been an ongoing internal debate inside the Democratic party on how to move forward with a new tax plan. Democrats are tasked with solving for how to leverage tax increases to pay for the Biden administration’s budget resolution, which includes $3.5 trillion in spending for Medicare and Medicaid expansions, drug price reductions, green energy subsidies, […]

In Remembrance of September 11th, 2001

This 20th anniversary of the tragic events of September 11, 2001, we remember all those who innocently went to work that day and the brave souls who went in after them. Tributes will take place around the world in remembrance. We've chosen to highlight two: A September 11 observance will be live-streamed worldwide tomorrow at […]

Tax Changes Are Coming: The Time to Prepare is NOW.

The Senate passed a $1 trillion dollar infrastructure bill on August 10th and now the proposed $3.5 trillion-dollar reconciliation bill will be taken up in the Senate before making its way to Congress, where it is expected to pass narrowly without Republican approval. The reconciliation bill will need to include a host of substantial tax […]

Britney Spears Court Case Brings Conservatorship to the National Stage

Estate planning often makes the news when wealthy celebrities die and leave behind messy multi-million dollar estates. Over the last few weeks, however, estate law is making headlines thanks to pop music icon Britney Spears and her highly controversial conservatorship. Ms. Spears, who is 39 years old, is petitioning the court to release her from […]

Father's Day Reflection

This Father's Day, I'd like to share a personal story. In 1934, my grandfather started a business in New York City to manufacturer children’s coats. He was very successful, but he died in 1972 without having properly planned how the business would continue on without him. My father, who had worked in the family business […]

Altman Client Letter 2021

Dear Clients and Friends, So much has happened since I last wrote. If the past year has reinforced anything, it’s that change is inevitable, and we must all plan for the unexpected. Since 2017, estate planning has been relatively constant. However, all eyes are on the new administration, with the largest tax reform since 1993 […]

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 […]

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Recent Posts

Sweeping Tax Reform on the Horizon - What You Need to Know

In Remembrance of September 11th, 2001

Tax Changes Are Coming: The Time to Prepare is NOW.

Britney Spears Court Case Brings Conservatorship to the National Stage

Father's Day Reflection

Altman Client Letter 2021

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?

1 2 3 … 63 Next »