Estate Planning

Add Estate Planning to Your Adult Child’s College Prep Checklist

As your adult child prepares for college this fall, there are a few things you should add to their planning checklist. (Hint: They've got nothing to do with books, roommates, or dorm room furniture!)

Estate Planning for Real Estate Investors: Podcast Featuring Gary Altman, Esq.

Gary had the pleasure of being a guest on Skyline Views, a podcast hosted by Chris Mills of The Haney Company. The podcast, also available on Facebook, Spotify, and Apple covers estate planning questions and strategies pertinent to real estate investing.

Don’t Get Scammed by Mail from "Local Records Office"

We recently had a few clients call because they received what looked like an invoice from their “Local Records Office”, billing them for a copy of the deed to their property. Some even have a picture of Gary, our logo, and contact information. Beware! This is a scam! We often receive calls from clients who have […]

Is Your Estate Plan Up to Date?

With the coronavirus having the world in its grip for months, there is no better time than now to review and update your estate plan. It is recommended that after creating an estate plan, you update it every three to five years. Today, with the coronavirus sweeping the country and the rest of the globe, it is more important […]

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. […]

There's a Reason I Charge More Than $89 for an Estate Planning Document

I often see or hear ads promising "hassle-free" and “fully-customizable” estate planning documents at “a fraction of the cost" of working with an attorney. LegalZoom's website touts wills starting at $89 and says, "Many people finish in 15 minutes." RocketLawyer's tagline is "Legal made simple." We all know what they say about things that sound […]

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 […]

6 Common Estate Planning Questions and Answers!

they are in compliance with current Federal and State laws. that you have all of the documents that you need (ex: medical directive, power of attorney, etc.). that they reflect your current wishes (ex: beneficiaries are correct, division of assets, long-term care, etc.) that they account for any changes that may have occurred in your […]

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