Blog - "Altman Speaks"

2013 Income Tax Thresholds: New phase-out’s for 2013 may apply to you!

New phase-out’s for 2013 that may apply to you. These changes will result in a larger tax liability for those who exceed the threshold amounts noted in this PDF: 2013 Income Tax Thresholds

Strings Attached – Beneficiary Liability, Even a Decade Later

Beneficiaries may not realize that their inheritance comes with strings attached by the IRS. For example, if an estate does not pay the tax it owes, the federal government automatically has a personal lien against any beneficiary who receives property from the estate. IRC § 6324(a). This is true whether or not the beneficiary is […]

"Ex-Spouse Recovers Life Insurance" - Don't Let This Be Your Last Headline!

We have daily conversations with clients that present so many different planning challenges. One of the best things about our job as estate planners is to be able to meet so many different people and work with them to help them positively plan for their goals. Everyone is different and thus everyone’s estate plan is […]

Teachings from The Will of James Gandolfini Part II: In a World Flooded by Social Media and Reality TV, Help Your Clients Preserve What Little Privacy They Have Left!

On July 16, 2013, we published a blog entitled “The Will of James Gandolfini: Bad Tax Planning or Good Listening?” Since that blog, we have continued to monitor the commentary that has been written regarding the estate plan of actor, James Gandolfini. The analysis and criticism has been overwhelming with regard to James Gandolfini’s estate plan. […]

Estate Planning: A Product or a Process?

I am often reminded that too many attorneys treat estate planning as a product and not a process. They present clients with a cookie-cutter estate plan that comes in a fancy binder and includes dozens of pages of legal jargon, none of which is probably even read or understood. Furthermore, there is little or no […]

Elder Care Checklist: A Must Have for All Adults

The importance of Elder Care Planning cannot be overstated. Many individuals and families are unprepared for issues that arise with older parents - or even themselves. Click the link below for a brief checklist of records that you should have readily available for both yourself and your parents. Elder Care Check List PDF

Learning the Hard Way: "Nothing is More Expensive Than a Cheap Lawyer"

I like a good bargain as much as the next guy, but there are times when going the cheap route ends up costing a lot more in the long run. I've written plenty over the years about cases where we have been hired to clean up other attorney and/or advisors' messes. (It's no secret that […]

DC Elder Abuse Legislation Sheds Light on America's Dirty Little Secret

Elder mistreatment (i.e. abuse and neglect) is defined as intentional actions that cause harm or create a serious risk of harm (whether or not harm is intended) to a vulnerable elder by a caregiver or other person who stands in a trust relationship to the elder. This includes failure by a caregiver to satisfy the […]

The Will of James Gandolfini: Bad Tax Planning or Good Listening?

There are a host of articles and commentators stating that James Gandolfini’s heirs will be upset because his estate will pay approximately $30,000,000 in Federal and state estate taxes. These same articles say that he could have (and should have) done some advanced planning to reduce the tax bite. Some even suggest that James Gandolfini’s […]

Altman Offices Closed July 4th and 5th

In celebration of the 4th of July and in honor of the many men and women serving our country to defend and protect our independence, our offices will be closed on July 4th and July 5th. We will resume normal business hours on Monday, July 8th. Have a very happy and safe holiday. Cheers, The […]

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Recent Posts

2013 Income Tax Thresholds: New phase-out’s for 2013 may apply to you!

Strings Attached – Beneficiary Liability, Even a Decade Later

"Ex-Spouse Recovers Life Insurance" - Don't Let This Be Your Last Headline!

Teachings from The Will of James Gandolfini Part II: In a World Flooded by Social Media and Reality TV, Help Your Clients Preserve What Little Privacy They Have Left!

Estate Planning: A Product or a Process?

Elder Care Checklist: A Must Have for All Adults

Learning the Hard Way: "Nothing is More Expensive Than a Cheap Lawyer"

DC Elder Abuse Legislation Sheds Light on America's Dirty Little Secret

The Will of James Gandolfini: Bad Tax Planning or Good Listening?

Altman Offices Closed July 4th and 5th

« Previous 1 … 46 47 48 49 50 … 77 Next »