Blog - "Altman Speaks"

Increasing popularity of Spendthrift Trusts

InvestmentNews called on the expertise of Gary Altman for a recent piece on the increasing popularity of spendthrift trusts. In an economic climate where wealthy investors are becoming more risk averse, interest in establishing spendthrift trusts for beneficiaries is becoming an enticing option. As Altman explains, spendthrift trusts are essentially irrevocable third-party trusts created for […]

New Law: No Required Minimum Distribution from Your Retirement Accounts in 2009

If you or someone in your family is 70½ or older (or will be this year), or if you have inherited a loved one’s IRA or other retirement plan, here’s important news: A recent law waives the requirement that you must take a required minimum distribution from your retirement accounts. This includes 401(k) plans, 403(b) […]

New Tax Law Changes Could Save You Dollars

While these are not estate tax related, I wanted to share some information on new income tax provisions that may very well impact you! Here are some of the key provisions: One of the biggest breaks will come from changes in the Alternative Minimum Tax (AMT), which could mean a $2,300 savings for a family of […]

Are We in Your Wallet?

Advance planning is always important, but in ways we sometimes do not anticipate. In our practice, after a client signs their estate planning documents, they are sign the back of one of our business cards, stating that they have appointed so and so to make medical decisions and that a copy of the documents is […]

Couples Should Consider Debt When Estate Planning

In an interview with CreditCards.com, Gary Altman, advises against joint credit card accounts and even against spouses taking authorized user cards on each others' accounts. "From an estate perspective, joint credit implies a 100 percent obligation of the surviving spouse for any debt remaining on a joint card. And if a spouse has access to […]

Significant 2009 Estate Tax Law Changes

hese changes in the law provide an ideal opportunity to review your current estate plan: Federal Estate Tax The federal exemption for estate tax has increased from $2,000,000 to $3,500,000 for 2009. The estate tax is currently scheduled to be repealed in 2010 and reinstated in 2011 with an exemption of $1,000,000. I believe that […]

"Estate Planning in 2009" - What Changes the New Administration May Bring

In his New Year contribution to Boomer-Living.com, Gary Altman focuses on the possible changes to estate law that the new administration could have in store. First and foremost on the list – the Federal Estate Tax. To read this article, click here.

Interview with Financial Advisor Magazine

In an interview with Financial Advisor magazine, estate planning expert, Gary Altman, was asked about how tough economic times can impact people’s decisions about estate planning. Gary admitted that he’s seen some people – whether out of fear or out of necessity - try to access money that had been set aside in an estate […]

Gary Altman Interviewed by Associated Press

Estate planning authority, Gary Altman, recently spoke with the Associated Press about a high profile case in which a general partner in three hedge funds approached a well-known ballet company and foundation about making a large endowment. In this case, the general partner asked that the charities put the endowment in hedge funds in which […]

What Changes the New Administration May Bring

“Estate Planning in 2009” – What Changes the New Administration May Bring By: Gary Altman, Esq. It’s the beginning of the New Year and in a few short weeks, Barack Obama will take office as President of the United States. As we all well know, “change” has been the primary theme and driving force behind […]

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Recent Posts

Increasing popularity of Spendthrift Trusts

New Law: No Required Minimum Distribution from Your Retirement Accounts in 2009

New Tax Law Changes Could Save You Dollars

Are We in Your Wallet?

Couples Should Consider Debt When Estate Planning

Significant 2009 Estate Tax Law Changes

"Estate Planning in 2009" - What Changes the New Administration May Bring

Interview with Financial Advisor Magazine

Gary Altman Interviewed by Associated Press

What Changes the New Administration May Bring

« Previous 1 … 74 75 76 77 78 79 Next »