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"Estate Affairs" – Gary Altman Offers Expert Advice to Making Sure Family Heirlooms End Up in the Right Hands

Emotions run high when it comes to dividing up family heirlooms. In an interview with Family Tree magazine, estate planning attorney, Gary Altman, offers sound advice on how to best ensure that your possessions end up where you want them. Not surprisingly, Altman’s first recommendation is to have a will. He says, “[Absent a will] […]

"Advanced Health Care Directives" – End-of-Life Planning Can Put You and Your Family at Ease

In a contribution to Boomer-Living.com, Gary Altman, highlights examples such as recent celebrity deaths as a way of underscoring the importance of having an Advanced Health Care Directive. Altman explains, “Simply put, Advanced Health Care Directives are instructions given by individuals specifying what actions should be taken for their health in the event that they […]

"Estate Planning: DIY or Pro?" – Gary Altman Stresses the Danger in “DIY” Estate Planning

It’s easy to surmise that an estate planning attorney wouldn’t thinking too much of someone drafting their own will, trust, or other estate-related document, such as a health directive. In an interview with Bankrate.com, Altman underscores his weariness against “DIY” estate planning, such as online services. Altman says, "Online estate planning documents probably work very […]

"Divorce, Remarriage and Blended Families" – An Estate Planning Wake Up Call

In a country where 75% of divorcees will remarry, 65% of remarriages involve children from a prior marriage, and 60% of all remarriages will end in divorce, award-winning estate planning attorney, Gary Altman, is on a mission to raise awareness on the importance of having a thorough and professionally prepared estate plan. Says Altman, “…little […]

"All the Right Moves" – Gary Altman Weighs in on Lessons Learned from the Drama Surrounding Michael Jackson’s Estate

In an interview with The Baltimore Sun, local estate planning attorney, Gary Altman, chimes in on the legal “lessons learned” following the untimely death of musical legend, Michael Jackson. Knowing that Jackson’s will named two executors that were not family, but business partners, Altman says, “Most estates require only one executor, which makes the job […]

"Estate Planning for a Boomer's Best Friend" – Gary Altman Explains How a Pet Trust Can Protect Your Feathered, Finned or Furred Friends

In a contribution to Boomer-Living.com, dog-lover and estate planner, Gary Altman, describes the peace of mind that a pet trust can bring to pet owners. “Do any of your closest friends have feathers, fins or fur? Are you also responsible for their room, board and ongoing veterinary care? Consider this: If something untoward were to […]

Gary Altman Warns of the Dangers in DIY (“Do-It-Yourself”) Estate Planning

Gary Altman has a bone to pick with Susie Orman, Legal Zoom, and other people/programs pushing “Do-It-Yourself-style legal programs. As a veteran estate planning attorney, Gary knows that attempting to draft one’s own estate planning documents (wills, trusts, power of attorneys, etc.) is a recipe for disaster and can result in paying significantly higher estate […]

"Triple Witching Hour" – What You Should Know About This Estate Planning Phenomenon

In an article for Fenton Report, Gary Altman Sheds Light on Estate Planning’s “Triple Witching Hour” – the convergence of three different events – favorable interest rates, depressed asset values, and a potentially limited timeframe to continue receiving higher valuation discounts – resulting in an exceptional opportunity to realize greater lifetime gifting/wealth transfer potential.

"Word of Caution When it Comes to Gifting 529 Plans" – Gary Altman Cautions 529 Gifters to Have a Thorough and Current Estate Plan

In a contribution to Boomer-Living.com, Gary Altman leverages his financial planning credentials alongside his estate planning expertise to caution people of how improper estate planning can potentially wipe out investment funds such as 529 College Savings Plans. “It's spring and the promising sounds of "Pomp and Circumstance" will soon fill graduation halls across the country […]

"Death and Taxes – The Estate Tax is Certainly Here to Stay" – Gary Altman Explains the Most Recent Changes to the Federal Estate Tax

In a recent contribution to Boomer-Living.com, estate planning attorney and columnist, Gary Altman, updates readers on changes to the Federal Estate Tax. Altman explains, “The exclusion amount (the amount you can pass to your children and others without any federal estate tax) will be permanently set at $3.5 million. Estates in excess of $3.5 million […]

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