Blog - "Altman Speaks"

Remember When the Federal Estate Tax of $5 Million Was Deemed "Permanent"? Maybe the Definition of Permanent Has Changed!

If you haven’t yet heard, on Wednesday, April 10, the Obama Administration released its proposed budget for fiscal year 2014 (October 1, 2013-September 30, 2014). The budget contains an anticipated mix of old propositions and new proposals aimed at tightening restrictions on estate planning measures, specifically when it comes to retirement planning. Below are a few […]

The President's 2013 Budget Proposal: Bad News for Wealth Transfer Planning

The key points of the President's 2013 Budget Proposal are as follows: 1. The estate tax rate would increase to 45% (from today's 40% rate). 2. The gift tax exemption would be reduced to $1,000,000 (from today's 5,250,000). 3. The estate tax and GST exemptions would […]

"Estate Planning for New Parents" - Gary Altman Gives Washington Parent Readers the ABCs of Estate Planning

In his first contribution to Washington Parent magazine, estate planning attorney, Gary Altman, offers a basic introduction to the importance of estate planning for parents. As a father of two grown children himself, Gary is well aware of the countless decisions faced from the moment one finds out they are going to be a parent. […]

Our Thoughts Are With Boston

Our thoughts are with the victims, witnesses and responders of yesterday's tragic events during the Boston Marathon. A Huffington Post article discussing various ways to help those impacted can be found here. - The Altman & Associates Team

Warning! Your 2012 Income Tax Responsibilities Are Not Over Yet!

What if I told you that the individual who prepared your tax return was anything but an accountant? What if your 2012 income tax return was filed without your knowledge? Or, better yet, what if you received an email notification from what appeared to be an IRS auditor that you were due an extensive refund […]

Announced Today: President's New Budget Seeks to Resurrect the Estate Tax

Earlier today, President Obama announced a newly proposed budget that seeks to raise the estate tax that had been previously lowered in the Jan. 1 “fiscal cliff” deal between the administration and congressional Republicans. The new proposal would reinstitute 2009 estate tax levels in the year 2018, lowering the per-person exemption to $3.5 million from […]

Supreme Court Decision (WOS v. EMA) Marks Big Victory for Medicaid Recipients Nationwide

For many, the decision reached by the Supreme Court on March 20, 2013 was a welcomed conclusion to a legal battle that spanned almost a decade. What started as a medical malpractice case ultimately spawned into what has now become a landmark case in the ongoing Medicaid debate. In 2000, an infant known as E.M.A. […]

Location, Location: Lowering the Tax Bill on Certain New York Trusts

While we are not licensed to practice law in New York, income taxation of trusts and estates is becoming more and more important for all of our clients. We have had a number of clients who become fiduciaries for estates and trusts in New York or other states, so it is important for us to […]

Leaving on a Jet Plane: Estate Planning Brings Peace of Mind to Travelers

This morning I got on a plane bound for a conference in Austin, Texas. As I sat at the gate waiting for the chaos that is boarding a plane to ensue, I could not help but wonder how many of my fellow passengers had completed estate planning documents. Moreover, for those who did have estate […]

Gun Trusts: An Important Consideration for Gun Owners

A trust can be designed to hold any, or all, of a person’s assets. If guns are among those assets, they too may find their way into a trust. But guns are unique among possessions, and they may require special treatment. First, planning must account for the slew of state and federal laws regulating guns, […]

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Recent Posts

Remember When the Federal Estate Tax of $5 Million Was Deemed "Permanent"? Maybe the Definition of Permanent Has Changed!

The President's 2013 Budget Proposal: Bad News for Wealth Transfer Planning

"Estate Planning for New Parents" - Gary Altman Gives Washington Parent Readers the ABCs of Estate Planning

Our Thoughts Are With Boston

Warning! Your 2012 Income Tax Responsibilities Are Not Over Yet!

Announced Today: President's New Budget Seeks to Resurrect the Estate Tax

Supreme Court Decision (WOS v. EMA) Marks Big Victory for Medicaid Recipients Nationwide

Location, Location: Lowering the Tax Bill on Certain New York Trusts

Leaving on a Jet Plane: Estate Planning Brings Peace of Mind to Travelers

Gun Trusts: An Important Consideration for Gun Owners

« Previous 1 … 49 50 51 52 53 … 78 Next »