General

Millennials: The Time to Plan Is Now

As a millennial, your unique concerns and values are not just personal attributes but also significant in shaping the world. You are not just a part of the workforce but a crucial contributor. You are also the recipient of the great wealth transfer, a significant financial responsibility you must prepare. Estate planning is not just […]

Estate Planning for Expatriates

The United States hosts the highest number of immigrants in the world, but increasingly, Americans say they are looking to relocate permanently to another country. A large percentage of wealthy Americans are also interested in buying real estate overseas and living there at least part-time. While moving overseas is often a lifestyle decision, the practical […]

What Happens to An Adult Child Living at Home When Their Parents Pass Away

Adult Children Living at Home More young adults live at home with their parents today than ever since the 1940s. While there are many opinions about this trend and the cause of its recent prevalence, the primary motivation for young adults staying at home with their parents is usually related to finances. Most adult children […]

What Happens to Your Digital Accounts at Your Death?

Some have said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, our online accounts can outlive us and even live in perpetuity. Having a digital estate plan that arranges what happens to these accounts when we […]

Things to Know When Planning for an Addicted Loved One

Some have said that the only thing harder than being an addict is loving one. It can be difficult for a parent to bring a child into the world, full of hopes and dreams about their future, and then watch them spiral down into addiction. Having someone in your life who struggles with substance abuse […]

Memorial Day 2024

Memorial Day is a day to remember the brave men and women who died defending our freedoms. Their sacrifice allows us to enjoy the barbecues, beaches, and everyday liberties we often take for granted. This Memorial Day, let's pause to remember their courage and dedication. Their service protects the freedoms that unite us all.

Gender Identity and Estate Planning

Life is full of change, so your estate planning documents will need to be changed occasionally. At Altman & Associates, we recommend reviewing your documents at least every four years. Marriage, a new child, divorce/separation, a significant change in finances, and changes in law both federal and state are all circumstances that necessitate updates. Another […]

Decanting: How to Fix a Trust That Is Not Getting Better with Age

In the previous blog, we wrote about amending trusts. The next two blogs will delve more into the why, when, and how of decanting. Many people do not know that decanting a trust is even possible and think when you mention decanting, your mind goes immediately to wine. While many wines improve with age, the […]

Estate Sale Planning is an Emotional Process

When you drive around do you notice the estate sale signs on the street? Do you wonder whether it is because someone has passed, or the people are moving? Often, estate sales are conducted for the belongings of a person who has died. Do you go and rummage for antiques and other specialty items? There […]

It Is Still Winter in the Mid-Atlantic

Punxsutawney Phil, (beaver) called for an early Spring this month, however, it is still winter in the Mid-Atlantic, cold, and it might just call for an evening of binge-watching a highly acclaimed show, with much about estate planning. Succession ran on HBO for 4 Seasons and won 4 Emmy awards. For those who have not […]

1 2 3 … 5 Next »

Subscribe

Receive our new blog articles in your email inbox.

Name*
First Last
Email*
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.

Categories

Recent Posts

Millennials: The Time to Plan Is Now

Estate Planning for Expatriates

Review Your Estate Plan

Unsubscribe Unwanted Emails

What Happens to An Adult Child Living at Home When Their Parents Pass Away

What Happens to Your Digital Accounts at Your Death?

Welcome David Lucas

Celebration

Things to Know When Planning for an Addicted Loved One

What You Can Learn from the Leno Conservatorship Proceedings

1 2 3 … 76 Next »