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Gary Altman Responds to a Host of Estate Planning Questions

What happens if you die without a will? If you die without a Will, the state you live in has one for you. It determines who gets your assets and who controls. Usually this means that your spouse and/or children will receive your assets, but each state has a different law. Why would you want […]

Gary Altman on Things Gay Couples Need to Know About Estate Planning

In an interview for Consumers Digest, estate planning authority, Gary Altman spells out what gay couples need to understand about estate planning: “It remains critically important for gay and lesbian couples to complete their estate plan,” says Altman. “That a state has made gay marriage legal has nothing to do with Federal estate taxes and […]

Gary Altman Comments on the Pros and Cons of Online Estate Planning

In an interview for Consumers Digest, award-winning estate planning attorney, Gary Altman, is frank when talking about the shortcomings of online estate services. He says, “I strongly disapprove of online estate services. I liken drafting a Will online to trying to tackle your own electrical or plumbing problems. Why chance your family's future to an […]

"A $41 Trillion Market – Why Legacy Planning Matters, and What it Takes" – Gary Altman Tackles

Agent’s Sales Journal asked estate planning expert, Gary Altman, Esq., for his thoughts on charitable lead trusts (CLTs) which distribute payments to a charity during the trustees' lifetime, then provide an income stream to any beneficiaries after the owner's death. Altman believes this can be an excellent way for clients to illustrate to their beneficiaries […]

Gary Altman Awarded the 2008 Norma Severns Leadership Award

Altman & Associates founder, Gary Altman, was awarded the 2008 Norma Severns Leadership Award by the Financial Planning Association of the National Capital Area (FPANCA). The award, presented to Mr. Altman at the FPANCA's 8th Annual Charity Gala this June, was in recognition of his contribution to the growth and improvement of the financial planning […]

Reasons Financial Professionals Should Concern Themselves with Estate Planning

Set yourself apart - Distinguish yourself from competitors by providing greater expertise and resources. Get a broader perspective - Estate planning requires clients to pull together complete asset information, allowing for better advice and consolidation. Superior service - Highly informed advisors can identify more unmet client needs and offer the ideal products and services to […]

“Re-tying The Knot” – Gary Altman Give Baby Boomers Things to Consider Before Getting Remarried

In an article for DemoDirt.com, Altman & Associates founder, Gary Altman explains why Boomers should do their due diligence prior to getting remarried. "As a Boomer and a romantic, I believe that marriage (even the second time around) is a wonderful thing. That said, the attorney and the realist in me knows that sometimes financial […]

Gary Altman Lends His Expertise to the Art of Gifting

In an interview for Standard & Poor’s Market Scope Advisor, estate planning expert, Gary Altman, Esq., comments on the pros and cons of various gifting techniques: Comments by: Gary Altman, Esq., President and founder of the Maryland-based estate planning law firm, Altman & Associates, and Chairman of the National Capital Area Financial Planning Association. Is […]

Gary Altman Selected for Inclusion in Super Lawyers–Rising Stars Edition 2008

Gary Altman, founder of the estate planning law firm, Altman Associates, was named by Maryland Super Lawyers magazine as one of the top attorneys in the state for 2007. Only five percent of the lawyers in the state are named by Super Lawyers. The selections for Super Lawyers are made by Law Politics, […]

Gary Altman Sheds Light on How to Handle IRA/401(k) Custodians Upon the Death of the Owner

In an interview for the Stamford Advocate, estate planning attorney, Gary Altman, shares some common issues with the handling of IRA/401K distributions are the death of the owner: Some custodians do not tell beneficiaries what their obligations are with inherited IRAs. In other words, they are not reminded of what their minimum distribution is. Some […]

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