Coronavirus COVID- 19

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 […]

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.

Christmas in July: Is Now the Time to Make Gifts to Loved Ones?

Changes in the federal transfer tax laws over the last few decades, as well as the economic volatility brought on by a global pandemic, have called into question the wisdom of making large lifetime gifts for estate planning and tax purposes. In today’s economic and tax environments, many remain uncertain about whether making lifetime gifts […]

RMDs Have Been Suspended for 2020: What if You've Already Taken Them?

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, passed on March 27, 2020, included a provision allowing retirees to forgo taking Required Minimum Distributions (RMDs) from retirement accounts such as IRAs, 401(k)s, Roth 401(k)s and inherited accounts. However, many individuals took RMDs from their IRAs before Congress passed the CARES Act. Are those individuals able to […]

Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia

In light of the COVID-19 pandemic, having the ability to sign and execute legal documents remotely can be a huge relief - especially to the elderly, handicapped, or immunocompromised. Each state has its own laws regarding the practice, depending on the type of document. With social distancing and quarantine rules in place, some states, like […]

State Department Only Accepting In-Person Passport Applications for "Life or Death" Emergencies

In keeping with public health measures to prevent the spread of COVID-19, the State Department has temporarily suspended in-person passport applications. The only exception is for cases of qualified "life-or-death" emergencies, where a passport is needed for international travel within 72 hours. Per their website: While you can still apply in person for a U.S. […]

8 Tips To Avoid COVID-19 Scams

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can be sent via email, text […]

Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself

The COVID-19 virus has upended people's lives in so many ways. Simple tasks, like going to the grocery store, have become a logistical nightmare. Elders are being isolated at home or in assisted living facilities. People cannot accompany their loved ones - even spouses or children - into hospital rooms. And, as the number of […]

The Health Documents EVERYONE Needs NOW

Coronavirus Special Offer | Legal Documents It is a stressful time for everyone right now. The world is in a state of disruption as businesses and schools close, grocery store shelves are empty, vacations and weddings are being canceled or put on hold, and some people brace themselves for a health emergency. This type of […]

COVID-19 Response | Commitment to Employees and Clients

3/16/20 As efforts to contain the coronavirus (COVID-19) continue in the United States and across the globe, Altman & Associates remains committed to the safety and well-being of our clients, employees, families, business partners, and the communities in which we live and work. As such, I want to take a moment to let you know what […]

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