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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 […]

Celebrating Women's History Month

March is Women’s History Month! In celebration, we will be highlighting some of the incredible women that have helped to shape our country’s legal system and our firm. We could not start this blog without mentioning Margaret Brent. An English immigrant to the Colony of Maryland, Margaret was the first woman to argue a case […]

When It Comes to Estate Planning Documents, Words Matter. Every. Single. One.

Estate planning is all about drafting legal documents that factor in a clients' unique goals, familial situation, and assets. Each and every word in these documents carries a tremendous amount of power, and therefore responsibility. The words written in Wills and Trusts are often enforced or litigated years or decades later, many times after the […]

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 inauguration of a new president and hope and pray for the division in this country to abate, I want to remind everyone that we anticipate significant tax policy changes for 2021. The election and fiscal stimulus […]

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 $1 billion, and didn't have a will. We've heard this story before. Wealthy public figures like Prince, Aretha Franklin, and Sonny Bono all died without having wills in place, despite their massive estates. And […]

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. Some of the key components of the proposed legislation: This legislation would extend aid by providing another round of stimulus checks. Adults earning less than $75,000 will receive a $600 check, and couples who […]

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 the charities that hold a special place in our hearts. Now, more than ever, these organizations need support as they strive to continue providing for our communities, despite the added challenges brought on by […]

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 giving to our loved ones and charitable organizations, not only after we're gone, but while we are alive and well. Gifts can take many forms beyond the traditional sense. One such example is the […]

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 Area Financial Planning Association during their July 2020 Virtual Symposium. The topic was Estate Planning Post COVID and the 2020 Election.

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 (Executor). My response is that it may be a conflict of interest. Moreover, some firms prohibit their financial advisors from serving in these roles, so I tell clients to check with their financial advisor […]

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Recent Posts

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

Celebrating Women's History Month

When It Comes to Estate Planning Documents, Words Matter. Every. Single. One.

Preparing for Tax Policy Changes in 2021

Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will

Congress Agrees to Covid Relief Package

Happy Holidays from the Altman Team

Are Payments of a Loved One's Health Insurance Premiums or School Tuition Subject to Federal Gift or Generation-Skipping Transfer Taxes?

Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman

New FINRA Rule Limits Financial Advisor's Ability to Serve as Trustee or Fiduciary for Client

« Previous 1 … 14 15 16 17 18 … 77 Next »