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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 […]

Coronavirus (COVID-19) Update | Closely Monitoring

We are committed to ensuring the well-being of our clients and staff. We are aware of the potential seriousness of the Coronavirus (COVID-19) and are closely monitoring the communications daily from the Centers for Disease Control (CDC). We will keep you updated should things change and new information emerges. That being said, Altman & Associates […]

"I have an estate plan, but I think it needs to be updated."

At Altman & Associates, we want you to view estate planning as a process, not a product. The hardest part of the process for most people is simply getting started. However, in the days, months and years following your first completed estate plan, the inevitability of change (with respect to both life and laws) makes for another critical part […]

"I've got a family, but haven't done any estate planning."

These days, starting a family is often done in tandem with continuing education, career moves, paying off debt, buying homes, investing money, helping parents, and more. In the midst of all of these major life events, estate planning often gets put on the back burner. Often people think that they are too young and healthy […]

New to Estate Planning?

Knowing that your family and assets are protected and that your wishes will be honored...That's true peace of mind." Read our Note to New Clients.

Death of a Loved One

Losing a loved one is hard enough without the added stress of settling an estate. Don't take any action without calling us first. We'll guide you through the legal process, ensuring that things are handled the right way." Read more about losing of a loved one.

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