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Blog - "Altman Speaks"

• - 2 September 2016
• "'Tis the Season for Estate Planning" - Why the Holidays are a Great Time to Tackle Estate Planning - 8 November 2017
• "A Real Life Story of Death and Taxes" by Gary Altman - 21 June 2013
• "Aging in Place" book for seniors features Gary Altman | on Amazon - 22 May 2018
• "Best Lawyer" 2018 Award to Gary Altman by Washington City Paper - 24 April 2018
• "Don’t Leave Home Without It!" – Estate Planning Documents You Should Have Done BEFORE Going on Vacation! - 25 May 2021
• "Eldercare: Sense and Sensibility" - Gary Altman - 15 April 2011
• "Estate Planning for the Never-Married" - Gary Altman Advises Singles to Make Choices - 12 November 2015
• "Estate Planning for the Uninitiated" - Gary Altman Interviewed by WSJ - 8 April 2019
• "Estate Planning: The Gift that Keeps on Giving" – Take Time this Holiday to Discuss Estate Planning with Your Family - 26 January 2010
• "Estate Tax 2010" – Congress Didn’t Act - Where Does This Leave Us? - 6 January 2010
• "Ex-Spouse Recovers Life Insurance" - Don't Let This Be Your Last Headline! - 8 August 2013
• "Is The Stock Market Near a Crash?" - 11 June 2015
• "Pay Now, Die Later" - Congress Contemplates a Prepaid Estate Tax - 26 May 2010
• "That's MY Inheritance!" Tortious Interference with an Expected Inheritance - 19 June 2012
• "The 'Double Life of Mickey Rooney" - A Cautionary Tale - 11 April 2014
• "When Your 401(k) Has a Bad Heir Day" - 30 April 2014
• “My Health Care Wishes” App: Accessing Important Documents Just Got Easier! - 25 August 2014
• “The Horror” – Gary Altman Stresses the Dangers of Not Working With a Legitimate Estate Planning Attorney - 7 May 2012
• 10 Best Tax Ideas after the Tax Relief Act of 2012 - 10 December 2013
• 20% Property Tax Credit for Montgomery County Homeowners Ages 65+ Who Have Owned Their Homes for 40+ Years OR Are Military Retirees - 9 August 2017
• 2013 Income Tax Thresholds: New phase-out’s for 2013 may apply to you! - 16 August 2013
• 2019 Changes to Estate Tax Exemption in DC and Maryland - 6 July 2018
• 6 Common Estate Planning Questions and Answers! - 24 February 2020
• A Cautionary Tale - Do Not Put Off Estate Planning - 7 May 2010
• A Common Question: "Where Should I Keep My Will?" - 16 August 2011
• A Lesson From Penn State Coach Joe Paterno's Death - 5 July 2012
• A Memorial Day Message from the Altman Team - 25 May 2012
• A Message this Veteran's Day Weekend - 7 November 2014
• A Message to Those With Young Families - 26 January 2016
• A Note to You, Gary... - 26 June 2014
• A Special Needs Trust is a Valuable Estate Planning and Investment Tool - 1 September 2010
• A Tribute to Lauren Bacall - 7 October 2014
• A Victory for Same-Sex Couples? - 21 May 2012
• A Word of Caution When it Comes to Gifting 529 Plans - 10 March 2009
• Ability to Elect Portability, Broadened by IRS - 20 July 2012
• ABLE Savings Accounts for Individuals with Disabilities - 10 November 2017
• Adam Abramowitz, Esq., Joining the District of Columbia Bar Association - 5 September 2012
• Add Estate Planning to Your Adult Child’s College Prep Checklist - 30 June 2020
• Adding Social Media Provisions to a Will? Estate Planning Evolves to Protect Your Online Persona - 6 August 2012
• Adopted In or Adopted Out? Defining "Children" in Your Estate Plan Requires Careful Consideration - 3 December 2012
• Advanced Care Directive | Estate Planning Importance - 17 April 2018
• Advanced Medical Directives: An Estate Planning Must - 26 August 2009
• Advanced Planning = Lower Estate Taxes - 10 July 2009
• Aging Parents: There’s a Plan for That (and Probably an App) - 30 November 2012
• Alaska Governor Proposes the State's First Income Tax in 35 Years - 10 December 2015
• Alaska Latest State To Pre-Validate Wills - 22 June 2010
• Altman & Associates at the World of Possibilities Expo - 13 April 2015
• Altman & Associates Profiled in Bethesda Magazine - 20 March 2019
• Altman Holiday Wishes & Hours - 22 December 2017
• Altman Offices Closed July 4th and 5th - 4 July 2013
• Altman Team Supports A Wider Circle at Their Community Ball - 30 October 2015
• Altman Warriors Conquer the 2019 American Odyssey Relay for Hope Connections - 30 April 2019
• Always Be Cautious Over "Official" Looking Mail... - 17 April 2015
• An Estate Plan is Only as Good as Its Implementation! - 19 September 2013
• An Estate Planning Checklist: Things to Consider Before Remarrying - 25 April 2018
• An Introduction to 529 College Savings Plans - 2 November 2011
• Announced Today: President's New Budget Seeks to Resurrect the Estate Tax - 10 April 2013
• Annual Visit to Wineries in the North Folk of Long Island - 20 August 2012
• Another Celebrity’s Death Fiasco - 25 October 2010
• Another IRA Beneficiary Snafu - 23 July 2012
• Another Large Corporate Firm Pulls the Plug on Trusts and Estates: More Reason to Work with a Boutique Estate Planning Law Firm! - 6 February 2013
• Appointment Cancellation Update - 28 February 2020
• April is National Financial Literacy Month - 5 April 2012
• Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
• Are Payments of a Loved One's Health Insurance Premiums or School Tuition Subject to Federal Gift or Generation-Skipping Transfer Taxes? - 14 December 2020
• Are We in Your Wallet? - 9 February 2009
• Are Your Medical Directives Easily Accessible? - 29 November 2017
• Aretha Franklin Dies Leaving a Fortune Without a Will - 27 August 2018
• Art Heists: The Importance of Due Diligence for Art Collectors and Enthusiasts - 26 August 2016
• As Temps Rise, Nuclear Families Take a Dive – Estate Planning for Unconventional Families Has Never Been More Important - 22 July 2011
• As the Election Dust Begins to Settle, Time is of the Essence! - 8 November 2012
• Attention Snowbirds: Altman & Associates Now Serving Florida Residents! - 11 August 2015
• Avoiding Probate in Maryland - 19 November 2014
• Avoiding Probate in Virginia & Washington D.C. - 26 January 2015
• Back to Square One: Court of Appeals Dismisses Case for Lack of Jurisdiction - 28 February 2012
• Bad News for Seniors: No 2010 increase in Social Security - 15 October 2009
• Banks Making It Harder to Deposit Cash Into Others' Accounts - 2 November 2018
• Barbara Bush: Passing of the Former First Lady - 18 April 2018
• Beneficiary Designations Go Beyond “Who Gets the House?” - 25 July 2012
• Beneficiary Designations: An Integral Part of Carrying Out an Estate Plan - 11 June 2012
• Best Irrevocable Trust Asset Strategies 2019 | New Estate Planning Tax Laws - 18 May 2018
• Better Late Than Never - A New Wrinkle to Portability! - 14 June 2013
• Better Late Than Never: Extension of Time to File Form 8939 for a 2010 Decedent - 30 August 2012
• Beware Larger Tax Bill - Check Your Income Tax Withholding! - 19 October 2018
• Beware of Crooked Financial Advisors - 1 June 2012
• Beware of the Withholding Tax: What You Need to Know About Maryland Form MW505AE - 22 January 2015
• Bipartisan Compromise on Refundable Credits - 16 December 2019
• Brings New Meaning to Becoming One With Nature: Innovative Urn Will Turn You Into a Tree After You Die - 3 December 2013
• Britney Spears Court Case Brings Conservatorship to the National Stage - 16 July 2021
• Buying a Will is Not like Buying a Toaster - 23 September 2016
• Buying the '12 Days of Christmas' Is Going to Cost You 0.6% More This Year! - 2 December 2015
• Buzz Aldrin Dementia Revocable Trust - 10 July 2018
• California Voters May Reinstate the Estate Tax in 2020 - 1 April 2019
• Can a Trust Shield Your Assets from Your Creditors? - 4 June 2012
• Can a Will Be Kept Too Safe? - 19 March 2010
• Cash to Cover Up an Affair? Yep, That’s a Gift! - 6 June 2012
• Celebrating Hope Connections for Cancer Support - 23 March 2021
• Celebrity Headlines: Tom Petty's Estate Drama; Bezos Takes the "Giving Pledge" - 29 May 2019
• Changes Ahead! New IRS Rules on IRA Rollovers - 22 May 2014
• Changes to Virginia’s Elective Share Law Imminent - 20 September 2016
• Charitable Deduction Denied: Taxpayer Probably Wishes He’d Read the Instructions! - 5 December 2012
• Charitable Planning Through IRA Accounts: The Right and Wrong Way to Do It - 1 February 2013
• Charitable Remainder Unitrusts (CRUTs) SECURE Act - 31 December 2019
• Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
• Churchill Daughter's Estate Pays Inheritance Tax by Donating Father’s Paintings - 13 March 2015
• Clinton vs. Trump: Comparing Their Estate Tax Policies - 28 September 2016
• Collecting on Your Collection Part Deux: Charitable Remainder Trusts - 2 January 2013
• Collecting on Your Collection: What to Do with Cherished Goods - 22 August 2012
• Coming Soon: Changes to the DC Estate Tax! - 25 June 2014
• Coming Soon: Uniform Legislation re: Digital Assets - 18 July 2014
• Congress Agrees to Covid Relief Package - 22 December 2020
• Congress Debates the Five-Year Rule For IRA Trust Planning - 3 May 2012
• Congress Finally Passes an Estate Tax Bill! - 11 December 2009
• Congress Has Been Silent on Estate Tax Reform - 12 November 2009
• Congress Passes Extender Bill: “Protecting Americans from Tax Hikes Act of 2015" - 21 December 2015
• Congress To Pass SECURE Act | Impact On You! - 17 December 2019
• Connecticut Trust Laws Get Major Overhaul - 3 July 2019
• Controversy Over Pepsi Cola's Secret Formula - 14 May 2012
• Coronavirus (COVID-19) Update | Closely Monitoring - 9 March 2020
• Court Decision | Importance to Keep Estate Plan Up-to-Date - 5 February 2010
• Court Finds Inherited IRAs Are Not Exempt Under Bankruptcy Code - 12 March 2010
• Courts Seek to Clarify How States Can Tax Trusts - 30 August 2019
• COVID-19 Response | Commitment to Employees and Clients - 16 March 2020
• D.C. Budget Update: Estate Tax Threshold Lowered Pending Final Approval - 4 August 2020
• D.C. Council Approves 2018 Budget, Estate Tax Exemption Will Increase As Planned - 25 July 2017
• D.C. Council Moves to Lower the Estate Tax Exemption - 7 July 2020
• D.C. Court of Appeals: A Will Without Witnesses is No Will at All - 31 October 2012
• D.C.'s New Paid Leave Act Offers Relief to New Parents, Caregivers & Those Struggling with Health Conditions - 15 April 2019
• DC Elder Abuse Legislation Sheds Light on America's Dirty Little Secret - 23 July 2013
• DC Estate Tax Exemption Update - 3 January 2018
• Death of a Loved One - 30 December 2009
• Death, Taxes, and Uncertainty - 1 March 2012
• Decanting Trusts - 20 March 2018
• Deducting State & Local Taxes Under the New Tax Law: Is Prepayment Right for You? - 26 December 2017
• Delaware - The First State to Re-Enact Estate Tax - 7 July 2009
• Digital Asset Planning: From Facebook and E-mail to Bill Pay and iTunes - 7 December 2012
• Digital Asset Planning: Who Will Care for Your Pokémon When You're Gone? - 13 July 2016
• Discretion is the Better Part of Valour - 17 February 2012
• Distracted driving consequences on medical directive and estate planning - 17 April 2018
• District of Columbia Tax Rates Changes Take Effect October 1, 2018! - 19 September 2018
• Divorce and Estate Planning - 2 April 2018
• Divorce Filings Are Most Common During These Two Months - 19 March 2019
• Do you still need a will in Maryland if you have a living trust? - 20 August 2015
• Do-It-Yourself Estate Planning – A New Low - 15 September 2010
• Does Your Estate Plan Address Suicide? - 18 June 2018
• Don’t Get Scammed by "Local Records Office"! - 24 June 2016
• Don’t Get Scammed by Mail from "Local Records Office" - 11 June 2020
• Don’t Take the Money and Run: Winning the Lottery or Receiving a Large Inheritance Can Be a Losing Proposition Without Proper Planning - 18 September 2012
• Don’t Wait Too Long for Business Succession Planning - 1 December 2016
• Down...Set...Plan! Serious Sports-Related Injuries Are on the Rise - 9 January 2013
• Effort to Repeal the Federal Estate Tax Fails: Here's What You Need to Know - 20 December 2017
• Elder Abuse Through Financial Exploitation is on the Rise - 8 July 2016
• Elder Care Checklist: A Must Have for All Adults - 30 July 2013
• Employer-Based Health Insurance is Impacted by the Recent Decision on Same-Sex Marriage - 13 July 2015
• Estate Administration is Not a Game! Mistakes are Costly! - 27 February 2013
• Estate and Gift Tax Savings Through Net Gifts: Real or an Illusion? - 11 July 2012
• Estate and Tax Planning Attorney, Gary Altman, Esq., Listed Among the DC Metro Area’s "Top Money Advisors" - 12 November 2012
• Estate of Anne Burch Hayes Disputes Tory Burch Share Sale - 2 November 2015
• Estate of Harvey Evenchik: A Reminder of What NOT to Do! - 9 May 2013
• Estate Planning Awareness Week - October 17th-23rd - 20 October 2011
• Estate Planning Awareness Week 2018 - 15 October 2018
• Estate Planning Awareness Week: October 21st-27th - 16 October 2017
• Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself - 26 March 2020
• Estate Planning Fear Tactics: Don’t Be Fooled - 17 February 2015
• Estate Planning for Couples - Married, Unmarried, or Remarried - 20 October 2020
• Estate Planning for Infants Genetically Conceived After Death - 29 May 2012
• Estate Planning for Jedis: George Lucas' Sale of Lucas Films is Estate Planning Genius - 12 November 2012
• Estate Planning for Maximum Business Growth - 1 October 2018
• Estate Planning for Maximum Business Growth Tips - 14 August 2018
• Estate Planning for New York and Florida Residents! - 5 April 2016
• Estate Planning for Real Estate Investors: Podcast Featuring Gary Altman, Esq. - 15 June 2020
• Estate Planning for Same-Sex Partners Amidst Uncertainty - 2 April 2015
• Estate Planning for Women expert will guide you through the process - 11 April 2018
• Estate Planning is Comprehensive, Not Just a One Step Process - 17 July 2012
• Estate Planning is Just as Much About Life as it is About Death - 1 March 2011
• Estate Planning Should Protect You In Life and in Death - 10 February 2011
• Estate Planning: A Product or a Process? - 2 August 2013
• Estate Planning: The Drafting Process - 3 July 2013
• Estate Sale Planning is Often an Emotional Process - 8 July 2016
• Estate Tax Reform: On Congress’ Back Burner? - 16 September 2009
• Exercise Caution When Borrowing Against a Whole Life Insurance Policy - 27 June 2016
• Experiences, Not Things: Gifting Travel to Heirs Via the Use of Trusts - 18 December 2017
• Expired Tax Provisions Extended: Only Days Left to Utilize IRA Charitable Rollover for 2014! - 24 December 2014
• Factoring Debt Into Your Estate Plan - 4 February 2010
• Fame, Fortune and No Plan! - 28 March 2012
• Family Spending Accounts – Taking Advantage of Gift Tax Exclusions - 3 February 2010
• Federal Estate Tax May Remain at 2009 Levels - 12 May 2009
• Federal Government Employee? What You Should Know About Thrift Savings Plans (TSP) - 15 August 2011
• Feel Good Friday: "A Dog's Last Will & Testament" - 20 March 2015
• Feel Good Friday: "It's OK to Be Lazy" - 29 August 2014
• Feel Good Friday: A Place for Mom Launches “Caregiver Toolkit” - 27 February 2015
• Feel Good Friday: Altman Team Members Participate in the Baltimore Running Festival - 24 October 2014
• Feel Good Friday: Celebrating the Tremendous Work of A Wider Circle - 31 October 2014
• Feel Good Friday: Disabled Dog Leaps Fence to Save Owner's Life - 14 November 2014
• Feel Good Friday: Dwayne Bowe Returns to Kansas City to Attend Fan's Funeral - 24 April 2015
• Feel Good Friday: Facebook Offers Users More Control of Their Digital Afterlife - 13 February 2015
• Feel Good Friday: How Thankful We Are... - 2 January 2015
• Feel Good Friday: Insuring a Better World Fund - 16 January 2015
• Feel Good Friday: My Experience Volunteering with Homestretch - 12 September 2014
• Feel Good Friday: My Father's 9/11 Musical Tribute, "September Morning" - 11 September 2015
• Feel Good Friday: The 12 Days of Holiday Planning - 19 December 2014
• Feel Good Friday: The Legacy of Joan Rivers - 5 September 2014
• Feel Good Friday: Volunteering in Montgomery County! - 12 December 2014
• Financial Matters to Consider Before a Second Marriage - 6 November 2018
• Fine Tuning Your Estate Plan: The Importance of Keep Your Estate Documents Updated - 6 November 2017
• Fishy Business? Charitable Foundation Alleges Wrongdoing - 21 November 2012
• Forbes Article: "Congress Cracks Down on Inheritors' Tax Loopholes" - 23 December 2015
• Frequent Flier Miles: Most Expire When You Do! - 24 June 2019
• From Disability to Guardianships...Estate Planning Goes Well Beyond Tax Savings - 1 August 2012
• Furry Beneficiaries - A Great Article in Private Wealth - 1 October 2010
• FYI: Two IRA Tax Breaks Will End Soon - 16 November 2009
• Gary Altman Discusses IDIGTs on CNN's "The Situation Room" - 28 September 2012
• Gary Altman Discusses The Hidden Cost of Divorce with AARP Writer - 16 May 2012
• Gary Altman Selected as Maryland 2018 “Super Lawyer” and Washingtonian "Top Estate Attorney" - 2 January 2018
• Gary Selected By Peers as a DC Metro Area "Top Money Advisor" - 18 November 2014
• Gifting a Home: Is a Qualified Personal Residence Trust for You? - 28 May 2014
• Gifting Assets to Offspring: Deciding Between Irrevocable Trusts and UTMAs - 22 July 2019
• Giving Tuesday: Join Us in Supporting Hope Connections - 27 November 2018
• Good, Bad or Indifferent, Restrictions of Trust Distributions Remain Valid! - 12 October 2011
• Gratitude for our Veterans - 11 November 2020
• Greetings from Orlando... - 13 January 2015
• Guardianship: Lessons to Be Learned from the Jackson Case - 7 July 2009
• Gun Trusts: An Important Consideration for Gun Owners - 8 March 2013
• Happy Holidays and Altman Office Schedule - 21 December 2012
• Happy Holidays from the Altman Team - 17 December 2020
• Happy Holidays! - 24 December 2014
• Happy Independence Day: Office Hours - 4 July 2019
• Happy Independence Day! - 3 July 2015
• Happy Labor Day from The Altman Team! - 2 September 2018
• Happy Labor Day from the Altman Team! - 7 September 2020
• Happy Labor Day! - 31 August 2012
• Happy Labor Day! - 4 September 2015
• Happy Memorial Day from the Altman Team! - 24 May 2013
• Happy Mother's Day from Altman & Associates! - 12 May 2018
• Happy News from Team Altman! - 16 January 2020
• Happy Thanksgiving from Altman & Associates - 27 November 2019
• Happy Thanksgiving from Altman & Associates! - 22 November 2012
• Happy Thanksgiving from the Altman Team - 25 November 2020
• Happy Thanksgiving from the House of Altman! - 21 November 2018
• Happy Thanksgiving! - 27 November 2013
• Happy Thanksgiving! - 23 November 2016
• Happy Thanksgiving! - 21 November 2017
• Have You Named Your Beneficiaries? Do You Need to Update Your Beneficiaries? - 27 January 2015
• Helping Beneficiaries Manage Trust Fund Money - 1 March 2016
• Historic Preservation, Tax Deductions and the IRS: Proceed with Caution - 14 January 2013
• Holiday Hours - 23 December 2016
• Holiday Wishes and Office Hours - 24 December 2013
• Honoring our Military for Memorial Day - 1 June 2021
• Hope Connections for Cancer Support Honors Gary Altman with the “Celebrations of Hope” Award - 3 April 2019
• Hospital Discrimination Against Gay & Lesbian Couples - 19 April 2010
• How Does Student Loan Debt Fit Into Your Estate Plan? - 10 October 2012
• How Long is the Probate Process Without a Will? - 21 April 2020
• How Much is that Will in the Window? - 7 January 2014
• How New Tax Law Effects Estate Planning - 6 August 2018
• How Often Should I Update My Estate Plan? - 9 August 2018
• How the Proposed Tax Law Changes Will Impact Estate Law and Your Estate Planning - 8 November 2017
• How to Avoid the Biggest Estate Planning Mistakes - 3 June 2016
• How to Help the Caribbean Islands: Spend Money There - 6 October 2017
• How to Prevent Financial Abuse of Elders | Elder Law Attorney - 4 May 2018
• How To Prevent Seniors Estate Planning Fraud  - 15 May 2018
• How to Protect Inherited IRAs After the Clark v. Rameker Decision - 2 July 2014
• How to Steer Clear of Family Conflict When it Comes to Inheritance - 8 March 2016
• Hurricane Alert and Closing Information - 29 October 2012
• Hurricane Sandy and Estate Planning - 1 November 2012
• If Form 706 is Not Timely Filed, Portability Election May Still Be Possible - 14 February 2012
• Important 2012 Tax Changes: A Review - 23 January 2012
• Important Info for Those Who Acquired Property from a Decedent who Passed in 2010 - 25 April 2011
• Important Law Changes for those with Offshore Financial Assets - 23 July 2014
• Important Questions to Ask Your Aging Parents - 8 April 2009
• In Honor of Jimmy V Week - A Few Words of Inspiration - 11 December 2013
• In Honor of Memorial Day - 23 May 2014
• In Honor of Patriots' Day - 11 September 2013
• In Honor of Veterans Day - 11 November 2013
• In Honor of Veterans Day - 11 November 2016
• In Memory of Kent Wells - 9 October 2020
• In Remembrance of September 11th, 2001 - 10 September 2021
• In Stepmom We Trust? Protecting Beneficiary Interests through Proper Drafting - 25 October 2012
• In Support of an Outstanding Organization, Beethoven Found - 7 February 2012
• Inoculating Estates From Health Costs - 7 April 2010
• IRA’ Transferred to Special Needs Trust Given Preferential Tax Treatment - 15 May 2011
• IRAs Cannot Be Owned by a Revocable Trust - 2 May 2011
• Irrevocable Trusts Facing Higher Tax Liability in 2013 - 3 May 2013
• IRS Advisory: Prepaid Real Property Taxes May Be Deductible in 2017 if Assessed and Paid in 2017 - 28 December 2017
• IRS Announces Changes to Annual IRA Rollover Limit Following Tax Court Decision 
 - 2 April 2014
• IRS Announces Closures Due to Furloughs - 22 April 2013
• IRS Encourages Taxpayers to Use Their New Withholding Calculator - 27 March 2018
• IRS Misses Out On $4 Billion in Estate Tax Revenues - 13 April 2010
• IRS Proposes Requiring EIN Holders to Update Their Information Periodically - 15 March 2012
• IRS Raises Limit on Estate and Gift Tax Exclusions - 5 November 2014
• Is Your Estate Plan Up to Date? - 18 May 2020
• Is Your Maryland Power of Attorney Compliant with the Most Recent Laws? - 19 December 2011
• It’s Tax Planning, Not Tax Patenting - 5 October 2011
• Jack of All Trades? Not In My Profession! - 18 May 2012
• Jimmy Hendrix, Bob Marley, Michael Jackson, Amy Winehouse...Now Prince? - 27 April 2016
• Joint Filing to be Available for Maryland Same-Sex Couples in Tax Year 2013 - 31 December 2012
• Jointly Held Accounts: A Cautionary Tale - 11 November 2009
• Judge Gives Children and Widow of the Late Robin Williams 2 Months to Reach a Deal on His Estate - 2 June 2015
• Just How Blind Are Blind Trusts? - 10 August 2012
• Keeping the Family Farm: Lawmakers Agree that Lowering the Maryland Estate Tax Burden Could Help Farms Stay in Business - 30 January 2012
• Keeping Up With the Congress: Your Estate Plan Depends on It! - 20 December 2019
• Learning the Hard Way: "Nothing is More Expensive Than a Cheap Lawyer" - 25 July 2013
• Leaving a Lasting Legacy is More than Just Dollars and Cents - 26 November 2012
• Leaving on a Jet Plane: Estate Planning Brings Peace of Mind to Travelers - 22 March 2013
• Legacy Planning: Think Several Generations Ahead - 11 January 2019
• Legal Zoom Gets Served - 26 February 2010
• LegalZoom and Washington State Legal Update - 29 September 2010
• Lesbian Veteran's Wife Denied Burial Spot at Veteran's Cemetery - 13 May 2014
• Lies People Tell Themselves About Estate Planning - 14 May 2019
• Limiting Liability When Serving as a Personal Representative (Executor) - 25 July 2016
• Loans to Family Members: What You Need to Know - 27 July 2020
• Local Estate Planning Attorney, Gary Altman, Esq., Selected as DC and Maryland “Super Lawyer” as the Firm Celebrates an Exciting Year of Growth - 2 May 2012
• Local Estate Planning Law Firm, Altman & Associates, Turns 20! - 17 October 2016
• Location, Location: Lowering the Tax Bill on Certain New York Trusts - 29 March 2013
• Looking Back on the Fiscal Cliff: An Estate Planning Wake Up Call - 7 January 2013
• Mad Scramble to Make Year-End Tax Decisions, Such as Charitable Gifting - 27 December 2017
• Man Adopts His 42 Year Old Girlfriend as His Daughter and Heir - 14 March 2012
• Managing Probate and Family Financial Matters Following the Death of a Loved One - 25 July 2019
• Maryland ABLE Savings & Investment Plan Now Available - 18 January 2018
• Maryland Cracking Down on "Cool Parents" Who Allow Teens to Drink Alcohol - 6 July 2016
• Maryland Estate Tax Deferred for Transfers of Qualified Agricultural Property - 7 November 2011
• Maryland General Assembly Passes Bill Increasing Estate Tax Exemption - 24 March 2014
• Maryland Governor Plan for $1B Retiree Tax Cuts - 22 January 2020
• Maryland is Considering Transfer on Death Deeds - Are TODs Right for You? - 31 March 2021
• Maryland is Revising their Estate and Trust Laws - 5 May 2014
• Maryland Residents Can Now Have Wine Shipped to Them - 8 July 2011
• Maryland's New Elective Share Law - 21 August 2020
• May is Older Americans Month! - 11 May 2010
• Memorial Day Weekend Message - 20 May 2020
• Michael Jackson’s Estate…What a Mess. - 24 June 2009
• Minnesota Joins Connecticut as the Only States in the Nation to Have a State Gift Tax - 10 June 2013
• Mirror, Mirror on the Wall...Beware of the Reciprocal Trust Pitfall! - 5 November 2012
• Montgomery County Drivers, Be Aware! New Tactic for Catching Cell Phone and Seatbelt Violations - 28 October 2015
• More from Orlando: Even When Estate Taxes Are Irrelevant, Planning is Still Critical - 15 January 2015
• My Kid is Heading to College – Should We Do Any Estate Planning? - 11 July 2016
• Navigating the Death of Loved One: What to Know and How We Can Help - 27 April 2015
• New Bill Increases the Taxation of Inherited IRAs by Severely Shortening the Required Minimum Distribution Payout Period - 22 May 2019
• New Federal Tax Reform Estate Planning | Winning Strategies - 11 April 2018
• New FINRA Rule Limits Financial Advisor's Ability to Serve as Trustee or Fiduciary for Client - 9 December 2020
• New Foreign Asset Reporting Requirement - 16 December 2011
• New Law: No Required Minimum Distribution from Your Retirement Accounts in 2009 - 18 February 2009
• New Maryland Estate Tax Bill: Signed, Sealed, Delivered - 16 May 2014
• New Maryland Law Discriminates Against Pit Bulls - 7 May 2012
• New Rules on IRA Rollovers - 23 December 2014
• New Tax Law Changes Could Save You Dollars - 16 February 2009
• New to Estate Planning? - 30 December 2009
• New Year, Same Digital Asset Problem! - 17 January 2013
• New York Adopts Laws that will Effect Estate Planning - 6 May 2014
• New York District Court Says Same-Sex Spouses Can Use Federal Marital Deduction - 15 June 2012
• Not Your Father’s Record Collection: Passing on Music in a Digital World - 13 September 2012
• NOW is the Time to Review Your Estate Planning Documents. - 4 September 2020
• October is National Special Needs Law Month - 23 October 2018
• Offices Closed in Honor of Independence Day - 4 July 2014
• On the Horizon: Maryland’s New Definition of “Child” and “Funeral Expenses” - 9 May 2012
• One Word Could Make All the Difference! - 24 October 2011
• Our Holiday Hours this Week - 27 November 2014
• Our offices are closed today due to the inclement weather! - 6 March 2013
• Our Thoughts Are With Boston - 16 April 2013
• Outdated Estate Plans: Even The Rich and Famous Are Guilty - 22 March 2012
• Past Events - 5 November 2009
• Pat Summerall: How a Man of Such Few Words Left a Lasting Impact - 24 April 2013
• Peace of Mind: The Best Gift that You Can Give to Yourself and Your Family this Holiday - 12 December 2017
• Picture Perfect Planning: One Example of Estate Planning Done Right - 20 September 2012
• Plan for the Unexpected - 21 May 2011
• Planning for Pets: Maryland Authorizes Statutory Pet Trusts - 30 April 2009
• Planning for Your Future...and The Future Itself - 19 September 2011
• Planning Tips for Your 2013 Personal Taxes - 6 May 2013
• Planning to Keep the Family Home In the Family! - 11 October 2019
• Please Don't Let This Happen to You! - 8 April 2014
• Please Join Us in Welcoming Leyli to the Altman Team! - 20 March 2014
• Post-Election Blues? Don't Leave Before Considering the Tax Consequences! - 14 November 2016
• Prayers for Texas and How We Are Helping - 2 September 2017
• Preparedness Helps Protect Against Financial Elder Abuse - 1 March 2016
• Preparing for Tax Policy Changes in 2021 - 19 January 2021
• Preventing Elder Financial Exploitation - 5 December 2016
• Princess Diana’s Estate Was Not Distributed According to Plan - 14 October 2014
• Promises, Promises...The Only to Way Lock in the 2012 Estate / Gift Exemption is to ACT on It! - 20 November 2012
• Proposed 2013 Budget Calls for Comprehensive Tax Reform - 15 February 2012
• Proposed Bill: "Sensible Estate Tax Act of 2011" - 23 November 2011
• Proposed Changes in Senate Could Impact / Eliminate Stretch IRAs - 9 February 2012
• Proposed IRS Regulations Eliminate SALT Limitation Workarounds - 11 September 2018
• Protecting the Ultimate Liquid Asset: Wine - 29 June 2012
• Purchases Made with Joint Funds: What's "Ours" is "Yours"? - 4 February 2013
• Q&A: Reducing Taxes and Improving Financial Position - 9 December 2014
• Q&A: Who is Responsible for Debts After Someone Dies? - 21 November 2009
• Recent Celebrity Deaths: What We Can Learn From Them - 17 July 2009
• Recognition of Same-Sex Marriage - 25 February 2010
• Remember When the Federal Estate Tax of $5 Million Was Deemed "Permanent"? Maybe the Definition of Permanent Has Changed! - 19 April 2013
• Remembering Marcy Kelly - 10 January 2018
• Reminder: Beware of Records Scammers - 22 March 2019
• Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia - 8 May 2020
• Retirement Plans Are Not Rainy Day Funds: Early Distributions = Stiff Penalties! - 5 March 2013
• Revisited Your Estate Plan Lately? New Federal Estate Tax Laws and Declining Asset Values May Warrant Some Changes! - 19 March 2009
• RMDs Have Been Suspended for 2020: What if You've Already Taken Them? - 16 July 2020
• Same-Sex Couples Rights are Expanded in Maryland Election: How Does that Impact Estate Planning? - 8 November 2012
• Senate Passes Tax Reform Bill: Tax Cuts and Jobs Act - 2 December 2017
• Senator John McCain Called His Own Shots in Life and in Death - 10 September 2018
• Senator Proposing Legislation to Permanently Repeal the Estate Tax - 1 February 2019
• September 11 Observance of Flight 93 - 28 September 2020
• Sharing Isn't Always Caring! - 6 January 2012
• Significant 2009 Estate Tax Law Changes - 3 February 2009
• Simple, Yet Common Estate Planning Error Lands a Virginia Case on the U.S. Supreme Court Docket - 25 February 2013
• Singles Face Unique Estate Planning Challenges - 22 April 2015
• SLATs: An Estate Planning Acronym to Remember - 16 November 2012
• Special Needs Trusts: The Importance of a Proper Trustee - 6 August 2014
• Standing on Ceremony: Will Signing - 22 June 2012
• State Department Only Accepting In-Person Passport Applications for "Life or Death" Emergencies - 13 April 2020
• State-by-State Guide to Taxes - 6 September 2017
• Steve Sabol – Innovator, Visionary, Icon! - 3 October 2012
• Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy - 10 June 2016
• Strings Attached – Beneficiary Liability, Even a Decade Later - 15 August 2013
• Succession Planning for Small Business Owners - 16 April 2018
• Supreme Court Decision (WOS v. EMA) Marks Big Victory for Medicaid Recipients Nationwide - 9 April 2013
• Supreme Court Rules Part of the Maryland Tax Code Unconstitutional - 22 May 2015
• Supreme Court Upholds the Constitutionality of the Patient Protection and Affordable Care Act - 28 June 2012
• Supreme Court: Inherited IRAs Not Protected in Bankruptcy - 12 June 2014
• Sweeping Tax Reform on the Horizon - What You Need to Know - 15 September 2021
• Taking Advantage of the GRAT - 30 September 2010
• Tax Alert: U.S. Treasury Will Withdraw Proposed 2704 Regulations - 5 October 2017
• Tax Bill Vote Happening Today: Changes to Expect - 19 December 2017
• Tax Changes Coming in 2013: Are You Prepared? - 15 August 2012
• Tax Considerations & Estate Planning Opportunities to Consider Before the End of 2020 (Part 1 of 2) - 11 November 2020
• Tax Considerations & Estate Planning Opportunities to Consider Before the End of 2020 (Part 2 of 2) - 13 November 2020
• Teachings from The Will of James Gandolfini Part II: In a World Flooded by Social Media and Reality TV, Help Your Clients Preserve What Little Privacy They Have Left! - 5 August 2013
• Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will - 23 December 2020
• Technology Allows Caretakers to Keep Tabs on Aging Family Members - 8 March 2012
• Tee Time: Shooting Under Par In the Face of Fiscal Cliff Reform - 24 January 2013
• Thank you, Maggie! - 3 September 2014
• The "Awkward Tort": Tortious Interference with an Expected Inheritance - 10 December 2012
• The "Death Tax" - "Fact" vs. Reality, Know the Truth! - 20 April 2015
• The (Market) Value of a Mom - 9 May 2014
• The 10 Most Obscure Tax Deductions You Should be Using this Year - 14 January 2010
• The Answers to These Questions Might Change the Way You Think About Estate Planning - 28 July 2017
• The Bipartisan Budget Act of 2015 - 3 November 2015
• The Burden of "The Executor" Conveyed Perfectly in a Poem - 24 November 2014
• The Complexity of Trusts: "No Contest" Does Not Mean No Action - 22 June 2011
• The Controversial Federal Estate Tax Turns 100 This Year - 2 May 2016
• The Cost of Dying without a Will - 15 May 2013
• The Countless Pitfalls of Last Minute Estate Planning - 3 October 2011
• The Death of Baseball Icon, George Steinbrenner - 14 July 2010
• The DOMA Ruling and Estate Planning - 27 June 2013
• The Estate of Phillip Seymour Hoffman - 11 February 2014
• The Evolution of IRA’s: Why Designating the Right Beneficiary is Only the Beginning - 13 February 2012
• The Future of DOMA and Same-Sex Estate Planning - 8 August 2012
• The Gift of Travel: Using Trusts to Gift Travel to Heirs - 28 August 2012
• The Good Wife: From Hollywood Fiction Arises Real Issues and Lessons - 5 December 2013
• The Greatest Gift You Can Give - An Estate Plan - 15 September 2011
• The Health Documents EVERYONE Needs NOW - 19 March 2020
• The Heels of Recent Supreme Court Decision: Maryland Governor’s Determination of “Child” Now More Important than Ever - 22 May 2012
• The Importance of IRA & Tax Planning in Maryland - 8 December 2015
• The Importance of IRA Distribution Planning - 29 November 2011
• The Importance of Precision - 28 October 2011
• The Important Relationship Between Estate Planners and Financial Advisors - 8 January 2019
• The Irrevocable Life Insurance Trust: Irrevocable for Good? - 23 October 2012
• The IRS Invents a Chinese Billionaire? Black Market Art Valuation and the Estate Tax - 30 July 2012
• The IRS on the Michael Jackson Estate: "Don't Stop 'Til You Get Enough" - 28 October 2013
• The Issue of Portabilty - 17 February 2011
• The Kardashian Diary Saga: Another Lesson in Why the Words Matter! - 12 June 2013
• The Latest on Proposed Tax Law Changes - 22 September 2021
• The Legendary Stuart Scott - 7 January 2015
• The New Tax Law: What You Might Want to Do Before the End of the Year! - 21 December 2017
• The Newly Proposed Tax Bill - 3 November 2017
• The Power of Gifting - Make Sure You Know Your Duties! - 28 April 2015
• The President Announces New Retirement Account Plan for Americans Who Don’t Have Access to 401K Accounts - 29 January 2014
• The President's 2013 Budget Proposal: Bad News for Wealth Transfer Planning - 17 April 2013
• The Price of Passing on Wealth: Understanding Estate and Inheritance Taxes - 13 August 2012
• The Qualified Personal Residence Trust (QPRT): Is it the Right Choice for You? - 6 November 2018
• The Qualified Personal Residence Trust: Protect Your Home – Take Advantage of the Housing Market - 1 March 2013
• The REAL March Madness! - 12 March 2012
• The Residuary Estate Distribution Clause - 19 April 2018
• The Robin Williams Estate: Words Matter! - 12 February 2015
• The Romantic Side of Estate Planning - 14 February 2013
• The Super Bowl, Caribbean Style - 10 February 2012
• The Third Richest Man in the World Believes in Regular Estate Planning - 30 November 2016
• The Top Five Issues With Jointly-Titled Assets - 28 September 2011
• The U.S. Supreme Court Legalizes Same-Sex Marriage - 26 June 2015
• The Unintended Consequences of Some Provisions - 2 June 2014
• The Will of James Gandolfini: Bad Tax Planning or Good Listening? - 16 July 2013
• There's a Reason I Charge More Than $89 for an Estate Planning Document - 6 April 2020
• There's No Place Like Home for Your Bank Accounts - 10 January 2012
• Things Change: Review Your Estate Planning Documents Regularly! - 12 December 2011
• This Holiday Season, Give the Gift that Keeps on Giving - 1 October 2012
• This Memorial Day Weekend... - 22 May 2015
• This Veterans Day Weekend - 10 November 2017
• Three Senators Call For Billionaire Estate Surtax - 29 June 2010
• Three Subtle Retirement Planning Mistakes That Can Sink You - 29 July 2019
• Time, Detail, Title of Assets & Clarity are Critical to an Effective Estate Plan - 17 May 2011
• Tips for Making a Will Online: Don't Do It - 22 October 2019
• Tips to Successful Business Succession Planning - 20 December 2016
• To Direct or Not Direct, That is the Question! - 23 April 2012
• Top Estate Planning Myths Debunked - 31 July 2018
• Top Ten Year-End Estate Planning Tips - 16 December 2008
• Transferring Ownership of a Life Insurance Policy: The Taxable Distribution Trap - 26 August 2013
• Treasury Proposing New Regulations on Minority Discounts in Family Controlled Entities - 6 August 2016
• Tribute to Cellist Dmitry Volkov of the Heifetz International Music Institute - 13 May 2014
• Trump v. Biden: How Their Tax Policies Will Impact Your Planning - 28 September 2020
• Trusteed IRAs vs. Trusts as Beneficiaries – Which Strategy is Right for You? - 28 August 2017
• Trusts or Foundations? Private or Public? Making Charitable Donations Isn't One Size Fits All - 29 November 2012
• Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021
• U.S. Government Awarded Title to Rare Gold Coins Estimated at $80 Million - 21 September 2012
• Understanding Inherited Savings Bonds - 10 February 2019
• University of Texas Sues Ryan O'Neal Over Farrah Fawcett Portrait - 13 July 2011
• Unsigned Wills and Electronic Wills Are a Recipe for Fraud and Litigation - 7 September 2017
• Update on Estate Tax: Senate Fails to Get it Done in 2009 - 22 December 2009
• Update on the Washington, D.C. Estate Tax - 20 November 2015
• Updates In Regards to the Estate Tax Mess - 3 February 2010
• URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020! - 8 December 2020
• Valentine’s Day: Give the Gift of an Estate Plan - 14 February 2015
• Veteran Estate Planning Attorney, Gary Altman, Esq., to Write for Examiner.com - 24 September 2012
• Veteran's Day - 11 November 2019
• Veterans Benefits - 4 January 2018
• Virginia: The New Kid on the Block - 19 April 2012
• Warning! Your 2012 Income Tax Responsibilities Are Not Over Yet! - 15 April 2013
• We ALL Need to Be Prepared for Incapacity - 15 October 2020
• Webinar: To Trust or Not To Trust - 9 March 2021
• Weighing the Pros and Cons of Educational Savings Plans - 27 April 2012
• What Are the Presidential Candidates' Positions on Estate Taxes? - 2 February 2016
• What Changes the New Administration May Bring - 5 January 2009
• What Do We Owe Our Children: All, Nothing or Something in Between? - 18 March 2014
• What Happens to my Mortgage When I Die? - 12 August 2019
• What is a Revocable Trust and Should I Have One? - 11 July 2016
• What Is the Difference between Asset Protection and Estate Planning? - 30 November 2016
• What Makes a Good Estate Planning Attorney? - 13 September 2019
• What Should Your Estate Planning Attorney Know? - 23 August 2011
• What to do Immediately After a Loved One Dies - 8 December 2015
• What to Look Out for in Estate Planning - 26 March 2021
• What We Do Every Day...It's Far From Boring - 28 October 2014
• What You Should Know About Maryland Probate - 14 March 2016
• What's in the Name? Property Titling for Same-Sex Couples Varies Among the States - 28 January 2013
• What's In Your Wallet? Altman & Associates Wallet Cards Are Another Way We Protect Our Clients - 9 July 2012
• When Battles Over Estates Ensue – The Astor Case - 30 March 2012
• When Celebrities Fail to Plan (It Happens All Too Often) - 12 September 2016
• When is a Beneficiary Entitled to an Accounting? - 11 March 2009
• When It Comes to Estate Planning Documents, Words Matter. Every. Single. One. - 26 January 2021
• When Two's a Crowd: Conflicts Between Co-Trustees Often Result in Legal Intervention - 13 July 2012
• Where Estate and Income Taxes Meet - Don’t Pay More Than Necessary! - 10 June 2009
• Who's On First? - 21 February 2012
• Why Annuities May Be a Good Idea - 29 March 2011
• Why Estate Planning is Necessary with New Tax Laws - 8 October 2018
• Why everyone needs to have a will - 3 June 2016
• Why The Holidays Are a Great Time to Talk About Estate Planning - 14 December 2018
• Why You Need a Will - 19 November 2014
• Why You Should Hire a CFP Certified Fiduciary - 3 June 2016
• Will the "Super Committee" Propose Estate Tax and Gift Tax Changes? - 14 November 2011
• Wills, Trusts & Life Insurance After Divorce: A Breakdown of Current MD/DC/VA Laws - 17 January 2012
• Women's History Month Series - Part 2 - 18 March 2021
• Women’s History Month Series – Part 3 - 30 March 2021
• Word of Mouth - Still Not Binding - 17 April 2012
• Year-end Financial Planning Checklist - 4 November 2015
• Year-End Tax Saving Strategies - 5 December 2011

Client Letters

• Altman Client Letter 2021 - 15 June 2021

Coronavirus COVID- 19

• 8 Tips To Avoid COVID-19 Scams - 31 March 2020
• Appointment Cancellation Update - 28 February 2020
• Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
• Coronavirus (COVID-19) Update | Closely Monitoring - 9 March 2020
• COVID-19 Response | Commitment to Employees and Clients - 16 March 2020
• Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself - 26 March 2020
• Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia - 8 May 2020
• RMDs Have Been Suspended for 2020: What if You've Already Taken Them? - 16 July 2020
• State Department Only Accepting In-Person Passport Applications for "Life or Death" Emergencies - 13 April 2020
• The Health Documents EVERYONE Needs NOW - 19 March 2020

Elder Law

• Buzz Aldrin Dementia Revocable Trust - 10 July 2018
• DC Elder Abuse Legislation Sheds Light on America's Dirty Little Secret - 23 July 2013
• How to Prevent Financial Abuse of Elders | Elder Law Attorney - 4 May 2018
• How To Prevent Seniors Estate Planning Fraud  - 15 May 2018
• Preparedness Helps Protect Against Financial Elder Abuse - 1 March 2016
• Preventing Elder Financial Exploitation - 5 December 2016

Estate and Legacy Planning

• "'Tis the Season for Estate Planning" - Why the Holidays are a Great Time to Tackle Estate Planning - 8 November 2017
• "Estate Planning: The Gift that Keeps on Giving" – Take Time this Holiday to Discuss Estate Planning with Your Family - 26 January 2010
• "I have a special needs child and want to make sure they will be cared for." - 16 November 2017
• "I have an estate plan, but I think it needs to be updated." - 6 November 2017
• "I recently lost a family member and I'm not sure how to proceed with their estate." - 16 November 2017
• 2019 Changes to Estate Tax Exemption in DC and Maryland - 6 July 2018
• A Cautionary Tale - Do Not Put Off Estate Planning - 7 May 2010
• A Message to Those With Young Families - 26 January 2016
• An Estate Planning Checklist: Things to Consider Before Remarrying - 25 April 2018
• Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
• Are Your Medical Directives Easily Accessible? - 29 November 2017
• As Temps Rise, Nuclear Families Take a Dive – Estate Planning for Unconventional Families Has Never Been More Important - 22 July 2011
• Barbara Bush: Passing of the Former First Lady - 18 April 2018
• Court Decision | Importance to Keep Estate Plan Up-to-Date - 5 February 2010
• Divorce and Estate Planning - 2 April 2018
• Do-It-Yourself Estate Planning – A New Low - 15 September 2010
• Elder Abuse Through Financial Exploitation is on the Rise - 8 July 2016
• Estate Planning Awareness Week - October 17th-23rd - 20 October 2011
• Estate Planning for Maximum Business Growth Tips - 14 August 2018
• Estate Planning for Women expert will guide you through the process - 11 April 2018
• Estate Planning is Just as Much About Life as it is About Death - 1 March 2011
• Estate Planning Should Protect You In Life and in Death - 10 February 2011
• Estate Sale Planning is Often an Emotional Process - 8 July 2016
• Exercise Caution When Borrowing Against a Whole Life Insurance Policy - 27 June 2016
• Factoring Debt Into Your Estate Plan - 4 February 2010
• Fine Tuning Your Estate Plan: The Importance of Keep Your Estate Documents Updated - 6 November 2017
• Gifting Assets to Offspring: Deciding Between Irrevocable Trusts and UTMAs - 22 July 2019
• Hospital Discrimination Against Gay & Lesbian Couples - 19 April 2010
• How New Tax Law Effects Estate Planning - 6 August 2018
• How to Avoid the Biggest Estate Planning Mistakes - 3 June 2016
• How to Steer Clear of Family Conflict When it Comes to Inheritance - 8 March 2016
• Inoculating Estates From Health Costs - 7 April 2010
• Is Your Estate Plan Up to Date? - 18 May 2020
• Is Your Maryland Power of Attorney Compliant with the Most Recent Laws? - 19 December 2011
• Legacy Planning: Think Several Generations Ahead - 11 January 2019
• LegalZoom and Washington State Legal Update - 29 September 2010
• Maryland Estate Tax Deferred for Transfers of Qualified Agricultural Property - 7 November 2011
• Maryland is Considering Transfer on Death Deeds - Are TODs Right for You? - 31 March 2021
• One Word Could Make All the Difference! - 24 October 2011
• Outdated Estate Plans: Even The Rich and Famous Are Guilty - 22 March 2012
• Peace of Mind: The Best Gift that You Can Give to Yourself and Your Family this Holiday - 12 December 2017
• Plan for the Unexpected - 21 May 2011
• Planning for Your Future...and The Future Itself - 19 September 2011
• Preparedness Helps Protect Against Financial Elder Abuse - 1 March 2016
• Preventing Elder Financial Exploitation - 5 December 2016
• Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy - 10 June 2016
• Taking Advantage of the GRAT - 30 September 2010
• The Answers to These Questions Might Change the Way You Think About Estate Planning - 28 July 2017
• The Countless Pitfalls of Last Minute Estate Planning - 3 October 2011
• The Greatest Gift You Can Give - An Estate Plan - 15 September 2011
• The Importance of Precision - 28 October 2011
• The Residuary Estate Distribution Clause - 19 April 2018
• The Third Richest Man in the World Believes in Regular Estate Planning - 30 November 2016
• Things Change: Review Your Estate Planning Documents Regularly! - 12 December 2011
• Time, Detail, Title of Assets & Clarity are Critical to an Effective Estate Plan - 17 May 2011
• Top Estate Planning Myths Debunked - 31 July 2018
• Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021
• Veterans Benefits - 4 January 2018
• What Makes a Good Estate Planning Attorney? - 13 September 2019
• What Should Your Estate Planning Attorney Know? - 23 August 2011
• When Celebrities Fail to Plan (It Happens All Too Often) - 12 September 2016
• Why The Holidays Are a Great Time to Talk About Estate Planning - 14 December 2018

Featured

• "I have an estate plan, but I think it needs to be updated." - 6 November 2017
• "I've got a family, but haven't done any estate planning." - 6 November 2017
• Coronavirus (COVID-19) Update | Closely Monitoring - 9 March 2020
• COVID-19 Response | Commitment to Employees and Clients - 16 March 2020
• Death of a Loved One - 30 December 2009
• New to Estate Planning? - 30 December 2009

Firm News

• - 2 September 2016
• "A $41 Trillion Market – Why Legacy Planning Matters, and What it Takes" – Gary Altman Tackles - 5 June 2008
• "Advanced Health Care Directives" – End-of-Life Planning Can Put You and Your Family at Ease - 15 October 2009
• "Aging in Place" book for seniors features Gary Altman | on Amazon - 22 May 2018
• "All the Right Moves" – Gary Altman Weighs in on Lessons Learned from the Drama Surrounding Michael Jackson’s Estate - 29 July 2009
• "Before You Remarry" - Estate Planning for Boomers to Consider - 26 February 2009
• "Best Lawyer" 2018 Award to Gary Altman by Washington City Paper - 24 April 2018
• "Death and Taxes – The Estate Tax is Certainly Here to Stay" – Gary Altman Explains the Most Recent Changes to the Federal Estate Tax - 26 April 2009
• "Divorce, Remarriage and Blended Families" – An Estate Planning Wake Up Call - 5 September 2009
• "Estate Affairs" – Gary Altman Offers Expert Advice to Making Sure Family Heirlooms End Up in the Right Hands - 8 November 2009
• "Estate Planning for a Boomer's Best Friend" – Gary Altman Explains How a Pet Trust Can Protect Your Feathered, Finned or Furred Friends - 5 June 2009
• "Estate Planning for New Parents" - Gary Altman Gives Washington Parent Readers the ABCs of Estate Planning - 16 April 2013
• "Estate Planning for the Never-Married" - Gary Altman Advises Singles to Make Choices - 12 November 2015
• "Estate Planning for the Uninitiated" - Gary Altman Interviewed by WSJ - 8 April 2019
• "Estate Planning in 2009" - What Changes the New Administration May Bring - 24 January 2009
• "Estate Planning in Uncertain Times" – by Gary Altman - 2 September 2008
• "Estate Planning: DIY or Pro?" – Gary Altman Stresses the Danger in “DIY” Estate Planning - 4 October 2009
• "Estate Planning: The Gift that Keeps on Giving" – Take Time this Holiday to Discuss Estate Planning with Your Family - 14 November 2008
• "Heir to the Abode" – Gary Altman on What to Expect When You’re Due to Inherit Real Estate - 23 April 2009
• "Historically Bad Estate Planning" – Gary Altman on the Tactics He Uses to Prevent Gray Area - 10 March 2015
• "Mom and Dad, You’re Broke" – Gary Altman Walks the Wall Street Journal Through Tough, But Critical Questions to Ask Mom and Dad During a Down Economy - 2 March 2009
• "Moving North: Consider Tax Consequences" - 6 December 2016
• "The Taxman Cometh - Limit the Amount He Takes" - Gary Altman on the Use of Insurance Trusts - 7 March 2010
• "They Know Money" - Gary Altman Makes Washingtonian's List of Best Estate Planners - 1 November 2010
• "Triple Witching Hour" – What You Should Know About This Estate Planning Phenomenon - 6 May 2009
• "Why You Should Prepare Now for the Death of a Spouse" - Gary Altman Shares a Cautionary Tale with U.S. News & World Report - 15 May 2016
• "Will Your Heirs Get Slammed With Your Debt When You Die?" - Gary Altman Sheds Light on Protected Assets - 29 November 2016
• "Word of Caution When it Comes to Gifting 529 Plans" – Gary Altman Cautions 529 Gifters to Have a Thorough and Current Estate Plan - 27 April 2009
• “Creating a Succession Plan for Data After Death” – Gary Altman Encourages Business Owners to Have a [Digital] Succession Plan in Place - 1 March 2015
• “Financial Schemes Against the Elderly Are Increasing” – Estate Planning Attorney, Gary Altman, on How to Protect Loved Ones - 20 March 2015
• “Gary Altman Named as one of Worth Magazine’s 2007 ‘Top 100 Attorneys’ - 5 December 2007
• “Re-tying The Knot” – Gary Altman Give Baby Boomers Things to Consider Before Getting Remarried - 19 April 2008
• “The Horror” – Gary Altman Stresses the Dangers of Not Working With a Legitimate Estate Planning Attorney - 7 May 2012
• A New Chapter for Altman & Associates - 22 February 2021
• Altman & Associates Profiled in Bethesda Magazine - 20 March 2019
• Altman & Associates Profiled in Bethesda Magazine’s Lawyer Spread - 5 April 2009
• Altman Holiday Wishes & Hours - 22 December 2017
• Altman Team Supports A Wider Circle at Their Community Ball - 30 October 2015
• Altman Warriors Conquer the 2019 American Odyssey Relay for Hope Connections - 30 April 2019
• Altman Warriors Once Again Hit the Pavement in Support of Hope Connections! - 20 October 2020
• Are Debts Inherited? ¿Se Heredan Las Deudas? - 30 July 2010
• Attention Snowbirds: Altman & Associates Now Serving Florida Residents! - 11 August 2015
• Buzz Aldrin Dementia Revocable Trust - 10 July 2018
• Couples Should Consider Debt When Estate Planning - 5 February 2009
• Estate and Tax Planning Attorney, Gary Altman, Esq., Listed Among the DC Metro Area’s "Top Money Advisors" - 12 November 2012
• Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman - 9 December 2020
• Estate Planning Attorney, Gary Altman, Named One of the DC Metro Area’s “Top Money Advisors” and Joins the 2015 Class of Leadership Montgomery - 18 November 2014
• Estate Planning Authority, Gary Altman, Recognized as a "Top 100 Attorney" by Worth Magazine - 17 December 2008
• Estate Planning for New York and Florida Residents! - 5 April 2016
• Gary Altman Acknowledged by The Examiner for Receipt of the Norma Stevens Leadership Award - 31 July 2008
• Gary Altman Added to Washington Business Journal's "People on the Move" List - 8 May 2012
• Gary Altman and Robert Freda Make Washingtonian "Top Wealth Advisers" List - 2 December 2020
• Gary Altman and Robert Freda Named 2019 Top Financial Advisors by Washingtonian - 15 December 2019
• Gary Altman Awarded the 2008 Norma Severns Leadership Award - 5 June 2008
• Gary Altman Comments on the Importance of Having a 'Digital Executor' - 10 January 2010
• Gary Altman Comments on the Pros and Cons of Online Estate Planning - 10 June 2008
• Gary Altman Discusses IDIGTs on CNN's "The Situation Room" - 28 September 2012
• Gary Altman Discusses the Fiscal Cliff with CNN's "Situation Room with Wolf Blitzer" - 28 November 2012
• Gary Altman Discusses The Hidden Cost of Divorce with AARP Writer - 16 May 2012
• Gary Altman Interviewed by Associated Press - 5 January 2009
• Gary Altman Lends Expertise to Washington Post’s “Ask an Expert” Column - 28 June 2008
• Gary Altman Lends His Expertise to the Art of Gifting - 8 April 2008
• Gary Altman on Things Gay Couples Need to Know About Estate Planning - 15 June 2008
• Gary Altman Presenting at the FPA Winter Symposium - 11 November 2020
• Gary Altman Puts His CFP Hat on for an Interview with the Washington Post on Cutting Back in a Tough Economy - 15 March 2009
• Gary Altman Recognized as a 2020 Washington "Top Lawyer" by Washingtonian - 27 November 2020
• Gary Altman Responds to a Host of Estate Planning Questions - 20 June 2008
• Gary Altman Selected as Maryland 2018 “Super Lawyer” and Washingtonian "Top Estate Attorney" - 2 January 2018
• Gary Altman Selected for Inclusion in Super Lawyers–Rising Stars Edition 2008 - 25 March 2008
• Gary Altman Serves as Estate Planning Expert for Readers of More Magazine - 1 September 2008
• Gary Altman Set to Share His Expertise with Two Howard County Publications in Early 2010 - 20 December 2009
• Gary Altman Shares His Family's Personal Encounter with Flawed Business Succession - 14 October 2011
• Gary Altman Sheds Light on "Debt After Death" - Who's Responsible - 9 November 2009
• Gary Altman Sheds Light on How to Handle IRA/401(k) Custodians Upon the Death of the Owner - 24 March 2008
• Gary Altman Warns of the Dangers in DIY (“Do-It-Yourself”) Estate Planning - 17 May 2009
• Gary Altman Weighs In On Selecting a Financial Advisor - 9 January 2008
• Gary Altman, Founder of Altman & Associates, Interviewed by The New York Times - 14 August 2007
• Gary Altman’s Advice on Financing a Funeral - 31 July 2008
• Gifting Travel to Heirs Via the Use of Trusts - 18 December 2017
• Giving Tuesday: Join Us in Supporting Hope Connections - 27 November 2018
• Happy Thanksgiving! - 21 November 2017
• Holiday Hours - 23 December 2016
• Hope Connections for Cancer Support Honors Gary Altman with the “Celebrations of Hope” Award - 3 April 2019
• Increasing popularity of Spendthrift Trusts - 22 February 2009
• Interview with Financial Advisor Magazine - 16 January 2009
• Journal of Financial Planning - 25 August 2008
• Local Estate Planning Attorney, Gary Altman, Esq., Honored with Lifetime Achievement Award - 24 June 2014
• Local Estate Planning Attorney, Gary Altman, Esq., Selected as DC and Maryland “Super Lawyer” as the Firm Celebrates an Exciting Year of Growth - 2 May 2012
• Local Estate Planning Attorney, Gary Altman, Honored as DC and Maryland “Super Lawyer” as His Firm Celebrates 25 Years in Business - 6 June 2011
• Local Estate Planning Law Firm, Altman & Associates, Turns 20! - 17 October 2016
• Prayers for Texas and How We Are Helping - 2 September 2017
• Reasons Financial Professionals Should Concern Themselves with Estate Planning - 12 May 2008
• Remembering Marcy Kelly - 10 January 2018
• Succession Planning is Key in a Family-Owned Business - 6 August 2017
• The Perfect Holiday Gift: Passing on Wealth to Grandchildren - 9 December 2008
• Veteran Estate Planning Attorney, Gary Altman, Esq., to Write for Examiner.com - 24 September 2012
• Welcome to Our New Associate, James Crosland, Esq. - 27 September 2021
• What to Expect When You Inherit a Real Estate Property: Answers by Gary Altman, Esq. - 25 June 2008

General

• Breast Cancer Awareness Month - 11 October 2021
• Celebrating Hope Connections for Cancer Support - 23 March 2021
• Celebrating Women's History Month - 5 March 2021
• Father's Day Reflection - 20 June 2021
• In Remembrance of September 11th, 2001 - 10 September 2021
• Tax Changes Are Coming: The Time to Prepare is NOW. - 16 August 2021

Newsroom

• "A $41 Trillion Market – Why Legacy Planning Matters, and What it Takes" – Gary Altman Tackles - 5 June 2008
• "Advanced Health Care Directives" – End-of-Life Planning Can Put You and Your Family at Ease - 15 October 2009
• "Aging in Place" book for seniors features Gary Altman | on Amazon - 22 May 2018
• "All the Right Moves" – Gary Altman Weighs in on Lessons Learned from the Drama Surrounding Michael Jackson’s Estate - 29 July 2009
• "Before You Remarry" - Estate Planning for Boomers to Consider - 26 February 2009
• "Best Lawyer" 2018 Award to Gary Altman by Washington City Paper - 24 April 2018
• "Death and Taxes – The Estate Tax is Certainly Here to Stay" – Gary Altman Explains the Most Recent Changes to the Federal Estate Tax - 26 April 2009
• "Divorce, Remarriage and Blended Families" – An Estate Planning Wake Up Call - 5 September 2009
• "Estate Affairs" – Gary Altman Offers Expert Advice to Making Sure Family Heirlooms End Up in the Right Hands - 8 November 2009
• "Estate Planning for a Boomer's Best Friend" – Gary Altman Explains How a Pet Trust Can Protect Your Feathered, Finned or Furred Friends - 5 June 2009
• "Estate Planning for New Parents" - Gary Altman Gives Washington Parent Readers the ABCs of Estate Planning - 16 April 2013
• "Estate Planning for the Never-Married" - Gary Altman Advises Singles to Make Choices - 12 November 2015
• "Estate Planning for the Uninitiated" - Gary Altman Interviewed by WSJ - 8 April 2019
• "Estate Planning in 2009" - What Changes the New Administration May Bring - 24 January 2009
• "Estate Planning in Uncertain Times" – by Gary Altman - 2 September 2008
• "Estate Planning: DIY or Pro?" – Gary Altman Stresses the Danger in “DIY” Estate Planning - 4 October 2009
• "Estate Planning: The Gift that Keeps on Giving" – Take Time this Holiday to Discuss Estate Planning with Your Family - 14 November 2008
• "Heir to the Abode" – Gary Altman on What to Expect When You’re Due to Inherit Real Estate - 23 April 2009
• "Historically Bad Estate Planning" – Gary Altman on the Tactics He Uses to Prevent Gray Area - 10 March 2015
• "Mom and Dad, You’re Broke" – Gary Altman Walks the Wall Street Journal Through Tough, But Critical Questions to Ask Mom and Dad During a Down Economy - 2 March 2009
• "Moving North: Consider Tax Consequences" - 6 December 2016
• "The Taxman Cometh - Limit the Amount He Takes" - Gary Altman on the Use of Insurance Trusts - 7 March 2010
• "They Know Money" - Gary Altman Makes Washingtonian's List of Best Estate Planners - 1 November 2010
• "Triple Witching Hour" – What You Should Know About This Estate Planning Phenomenon - 6 May 2009
• "Why You Should Prepare Now for the Death of a Spouse" - Gary Altman Shares a Cautionary Tale with U.S. News & World Report - 15 May 2016
• "Will Your Heirs Get Slammed With Your Debt When You Die?" - Gary Altman Sheds Light on Protected Assets - 29 November 2016
• "Word of Caution When it Comes to Gifting 529 Plans" – Gary Altman Cautions 529 Gifters to Have a Thorough and Current Estate Plan - 27 April 2009
• “Creating a Succession Plan for Data After Death” – Gary Altman Encourages Business Owners to Have a [Digital] Succession Plan in Place - 1 March 2015
• “Financial Schemes Against the Elderly Are Increasing” – Estate Planning Attorney, Gary Altman, on How to Protect Loved Ones - 20 March 2015
• “Gary Altman Named as one of Worth Magazine’s 2007 ‘Top 100 Attorneys’ - 5 December 2007
• “Re-tying The Knot” – Gary Altman Give Baby Boomers Things to Consider Before Getting Remarried - 19 April 2008
• “The Horror” – Gary Altman Stresses the Dangers of Not Working With a Legitimate Estate Planning Attorney - 7 May 2012
• A New Chapter for Altman & Associates - 22 February 2021
• Altman & Associates Profiled in Bethesda Magazine’s Lawyer Spread - 5 April 2009
• Altman Warriors Conquer the 2019 American Odyssey Relay for Hope Connections - 30 April 2019
• Are Debts Inherited? ¿Se Heredan Las Deudas? - 30 July 2010
• Attention Snowbirds: Altman & Associates Now Serving Florida Residents! - 11 August 2015
• Buzz Aldrin Dementia Revocable Trust - 10 July 2018
• Couples Should Consider Debt When Estate Planning - 5 February 2009
• Estate and Tax Planning Attorney, Gary Altman, Esq., Listed Among the DC Metro Area’s "Top Money Advisors" - 12 November 2012
• Estate Planning Attorney, Gary Altman, Named One of the DC Metro Area’s “Top Money Advisors” and Joins the 2015 Class of Leadership Montgomery - 18 November 2014
• Estate Planning Authority, Gary Altman, Recognized as a "Top 100 Attorney" by Worth Magazine - 17 December 2008
• Estate Planning for New York and Florida Residents! - 5 April 2016
• Gary Altman Acknowledged by The Examiner for Receipt of the Norma Stevens Leadership Award - 31 July 2008
• Gary Altman Added to Washington Business Journal's "People on the Move" List - 8 May 2012
• Gary Altman Awarded the 2008 Norma Severns Leadership Award - 5 June 2008
• Gary Altman Comments on the Importance of Having a 'Digital Executor' - 10 January 2010
• Gary Altman Comments on the Pros and Cons of Online Estate Planning - 10 June 2008
• Gary Altman Discusses IDIGTs on CNN's "The Situation Room" - 28 September 2012
• Gary Altman Discusses the Fiscal Cliff with CNN's "Situation Room with Wolf Blitzer" - 28 November 2012
• Gary Altman Discusses The Hidden Cost of Divorce with AARP Writer - 16 May 2012
• Gary Altman Interviewed by Associated Press - 5 January 2009
• Gary Altman Lends Expertise to Washington Post’s “Ask an Expert” Column - 28 June 2008
• Gary Altman Lends His Expertise to the Art of Gifting - 8 April 2008
• Gary Altman on Things Gay Couples Need to Know About Estate Planning - 15 June 2008
• Gary Altman Puts His CFP Hat on for an Interview with the Washington Post on Cutting Back in a Tough Economy - 15 March 2009
• Gary Altman Responds to a Host of Estate Planning Questions - 20 June 2008
• Gary Altman Selected as Maryland 2018 “Super Lawyer” and Washingtonian "Top Estate Attorney" - 2 January 2018
• Gary Altman Selected for Inclusion in Super Lawyers–Rising Stars Edition 2008 - 25 March 2008
• Gary Altman Serves as Estate Planning Expert for Readers of More Magazine - 1 September 2008
• Gary Altman Set to Share His Expertise with Two Howard County Publications in Early 2010 - 20 December 2009
• Gary Altman Shares His Family's Personal Encounter with Flawed Business Succession - 14 October 2011
• Gary Altman Sheds Light on "Debt After Death" - Who's Responsible - 9 November 2009
• Gary Altman Sheds Light on How to Handle IRA/401(k) Custodians Upon the Death of the Owner - 24 March 2008
• Gary Altman Warns of the Dangers in DIY (“Do-It-Yourself”) Estate Planning - 17 May 2009
• Gary Altman Weighs In On Selecting a Financial Advisor - 9 January 2008
• Gary Altman, Founder of Altman & Associates, Interviewed by The New York Times - 14 August 2007
• Gary Altman’s Advice on Financing a Funeral - 31 July 2008
• Gifting Travel to Heirs Via the Use of Trusts - 18 December 2017
• Giving Tuesday: Join Us in Supporting Hope Connections - 27 November 2018
• Happy Holidays from the Altman Team! - 24 December 2018
• Hope Connections for Cancer Support Honors Gary Altman with the “Celebrations of Hope” Award - 3 April 2019
• Increasing popularity of Spendthrift Trusts - 22 February 2009
• Interview with Financial Advisor Magazine - 16 January 2009
• Journal of Financial Planning - 25 August 2008
• Local Estate Planning Attorney, Gary Altman, Esq., Honored with Lifetime Achievement Award - 24 June 2014
• Local Estate Planning Attorney, Gary Altman, Esq., Selected as DC and Maryland “Super Lawyer” as the Firm Celebrates an Exciting Year of Growth - 2 May 2012
• Local Estate Planning Attorney, Gary Altman, Honored as DC and Maryland “Super Lawyer” as His Firm Celebrates 25 Years in Business - 6 June 2011
• Local Estate Planning Law Firm, Altman & Associates, Turns 20! - 17 October 2016
• Reasons Financial Professionals Should Concern Themselves with Estate Planning - 12 May 2008
• Succession Planning is Key in a Family-Owned Business - 6 August 2017
• The Perfect Holiday Gift: Passing on Wealth to Grandchildren - 9 December 2008
• Veteran Estate Planning Attorney, Gary Altman, Esq., to Write for Examiner.com - 24 September 2012
• What to Expect When You Inherit a Real Estate Property: Answers by Gary Altman, Esq. - 25 June 2008

Probate and Trust Administration

• A Common Question: "Where Should I Keep My Will?" - 16 August 2011
• A Lesson From Penn State Coach Joe Paterno's Death - 5 July 2012
• An Estate Plan is Only as Good as Its Implementation! - 19 September 2013
• Aretha Franklin Dies Leaving a Fortune Without a Will - 27 August 2018
• Avoiding Probate in Maryland - 19 November 2014
• Buzz Aldrin Dementia Revocable Trust - 10 July 2018
• Can a Will Be Kept Too Safe? - 19 March 2010
• Estate Administration is Not a Game! Mistakes are Costly! - 27 February 2013
• Good, Bad or Indifferent, Restrictions of Trust Distributions Remain Valid! - 12 October 2011
• How Long is the Probate Process Without a Will? - 21 April 2020
• Jimmy Hendrix, Bob Marley, Michael Jackson, Amy Winehouse...Now Prince? - 27 April 2016
• Jointly Held Accounts: A Cautionary Tale - 11 November 2009
• Limiting Liability When Serving as a Personal Representative (Executor) - 25 July 2016
• Managing Probate and Family Financial Matters Following the Death of a Loved One - 25 July 2019
• On the Horizon: Maryland’s New Definition of “Child” and “Funeral Expenses” - 9 May 2012
• Princess Diana’s Estate Was Not Distributed According to Plan - 14 October 2014
• Q&A: Who is Responsible for Debts After Someone Dies? - 21 November 2009
• Teachings from The Will of James Gandolfini Part II: In a World Flooded by Social Media and Reality TV, Help Your Clients Preserve What Little Privacy They Have Left! - 5 August 2013
• Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will - 23 December 2020
• The Cost of Dying without a Will - 15 May 2013
• To Direct or Not Direct, That is the Question! - 23 April 2012
• University of Texas Sues Ryan O'Neal Over Farrah Fawcett Portrait - 13 July 2011
• Unsigned Wills and Electronic Wills Are a Recipe for Fraud and Litigation - 7 September 2017
• Webinar: To Trust or Not To Trust - 9 March 2021
• What to do Immediately After a Loved One Dies - 8 December 2015
• What You Should Know About Maryland Probate - 14 March 2016
• Why You Should Hire a CFP Certified Fiduciary - 3 June 2016

Seminars & Events

• Estate Planning Awareness Week: October 21st-27th - 16 October 2017

Special Needs

• "Eldercare: Sense and Sensibility" - Gary Altman - 15 April 2011
• A Special Needs Trust is a Valuable Estate Planning and Investment Tool - 1 September 2010
• Maryland ABLE Savings & Investment Plan Now Available - 18 January 2018
• October is National Special Needs Law Month - 23 October 2018

Succession Planning

• Don’t Wait Too Long for Business Succession Planning - 1 December 2016
• Legacy Planning: Think Several Generations Ahead - 11 January 2019
• Succession Planning for Small Business Owners - 16 April 2018
• Succession Planning is Key in a Family-Owned Business - 6 August 2017
• Tips to Successful Business Succession Planning - 20 December 2016

Tax and IRA Planning

• "A Real Life Story of Death and Taxes" by Gary Altman - 21 June 2013
• "Estate Tax 2010" – Congress Didn’t Act - Where Does This Leave Us? - 6 January 2010
• "Pay Now, Die Later" - Congress Contemplates a Prepaid Estate Tax - 26 May 2010
• 10 Best Tax Ideas after the Tax Relief Act of 2012 - 10 December 2013
• 20% Property Tax Credit for Montgomery County Homeowners Ages 65+ Who Have Owned Their Homes for 40+ Years OR Are Military Retirees - 9 August 2017
• Advanced Planning = Lower Estate Taxes - 10 July 2009
• Alaska Governor Proposes the State's First Income Tax in 35 Years - 10 December 2015
• An Introduction to 529 College Savings Plans - 2 November 2011
• Charitable Deduction Denied: Taxpayer Probably Wishes He’d Read the Instructions! - 5 December 2012
• Charitable Planning Through IRA Accounts: The Right and Wrong Way to Do It - 1 February 2013
• Clinton vs. Trump: Comparing Their Estate Tax Policies - 28 September 2016
• Congress Finally Passes an Estate Tax Bill! - 11 December 2009
• Congress Has Been Silent on Estate Tax Reform - 12 November 2009
• Congress Passes Extender Bill: “Protecting Americans from Tax Hikes Act of 2015" - 21 December 2015
• Court Finds Inherited IRAs Are Not Exempt Under Bankruptcy Code - 12 March 2010
• D.C. Council Approves 2018 Budget, Estate Tax Exemption Will Increase As Planned - 25 July 2017
• DC Estate Tax Exemption Update - 3 January 2018
• Death, Taxes, and Uncertainty - 1 March 2012
• Deducting State & Local Taxes Under the New Tax Law: Is Prepayment Right for You? - 26 December 2017
• Effort to Repeal the Federal Estate Tax Fails: Here's What You Need to Know - 20 December 2017
• Estate and Tax Planning Attorney, Gary Altman, Esq., Listed Among the DC Metro Area’s "Top Money Advisors" - 12 November 2012
• Estate Planning Fear Tactics: Don’t Be Fooled - 17 February 2015
• Estate Planning for New York and Florida Residents! - 5 April 2016
• Family Spending Accounts – Taking Advantage of Gift Tax Exclusions - 3 February 2010
• Federal Estate Tax May Remain at 2009 Levels - 12 May 2009
• Forbes Article: "Congress Cracks Down on Inheritors' Tax Loopholes" - 23 December 2015
• How the Proposed Tax Law Changes Will Impact Estate Law and Your Estate Planning - 8 November 2017
• IRA’ Transferred to Special Needs Trust Given Preferential Tax Treatment - 15 May 2011
• IRAs Cannot Be Owned by a Revocable Trust - 2 May 2011
• IRS Advisory: Prepaid Real Property Taxes May Be Deductible in 2017 if Assessed and Paid in 2017 - 28 December 2017
• IRS Encourages Taxpayers to Use Their New Withholding Calculator - 27 March 2018
• IRS Raises Limit on Estate and Gift Tax Exclusions - 5 November 2014
• It’s Tax Planning, Not Tax Patenting - 5 October 2011
• Location, Location: Lowering the Tax Bill on Certain New York Trusts - 29 March 2013
• Mad Scramble to Make Year-End Tax Decisions, Such as Charitable Gifting - 27 December 2017
• Maryland Estate Tax Deferred for Transfers of Qualified Agricultural Property - 7 November 2011
• More from Orlando: Even When Estate Taxes Are Irrelevant, Planning is Still Critical - 15 January 2015
• New Federal Tax Reform Estate Planning | Winning Strategies - 11 April 2018
• New Foreign Asset Reporting Requirement - 16 December 2011
• New Maryland Estate Tax Bill: Signed, Sealed, Delivered - 16 May 2014
• New York Adopts Laws that will Effect Estate Planning - 6 May 2014
• Planning Tips for Your 2013 Personal Taxes - 6 May 2013
• Post-Election Blues? Don't Leave Before Considering the Tax Consequences! - 14 November 2016
• Q&A: Reducing Taxes and Improving Financial Position - 9 December 2014
• Remember When the Federal Estate Tax of $5 Million Was Deemed "Permanent"? Maybe the Definition of Permanent Has Changed! - 19 April 2013
• Senate Passes Tax Reform Bill: Tax Cuts and Jobs Act - 2 December 2017
• Significant 2009 Estate Tax Law Changes - 3 February 2009
• State-by-State Guide to Taxes - 6 September 2017
• Tax Alert: U.S. Treasury Will Withdraw Proposed 2704 Regulations - 5 October 2017
• Tax Bill Vote Happening Today: Changes to Expect - 19 December 2017
• The "Death Tax" - "Fact" vs. Reality, Know the Truth! - 20 April 2015
• The 10 Most Obscure Tax Deductions You Should be Using this Year - 14 January 2010
• The Controversial Federal Estate Tax Turns 100 This Year - 2 May 2016
• The Importance of IRA & Tax Planning in Maryland - 8 December 2015
• The Importance of IRA Distribution Planning - 29 November 2011
• The New Tax Law: What You Might Want to Do Before the End of the Year! - 21 December 2017
• The President's 2013 Budget Proposal: Bad News for Wealth Transfer Planning - 17 April 2013
• The Price of Passing on Wealth: Understanding Estate and Inheritance Taxes - 13 August 2012
• The Top Five Issues With Jointly-Titled Assets - 28 September 2011
• The Will of James Gandolfini: Bad Tax Planning or Good Listening? - 16 July 2013
• Transferring Ownership of a Life Insurance Policy: The Taxable Distribution Trap - 26 August 2013
• Treasury Proposing New Regulations on Minority Discounts in Family Controlled Entities - 6 August 2016
• Update on Estate Tax: Senate Fails to Get it Done in 2009 - 22 December 2009
• Updates In Regards to the Estate Tax Mess - 3 February 2010
• What Are the Presidential Candidates' Positions on Estate Taxes? - 2 February 2016
• What to Look Out for in Estate Planning - 26 March 2021
• Where Estate and Income Taxes Meet - Don’t Pay More Than Necessary! - 10 June 2009
• Why Annuities May Be a Good Idea - 29 March 2011
• Will the "Super Committee" Propose Estate Tax and Gift Tax Changes? - 14 November 2011
• Year-end Financial Planning Checklist - 4 November 2015
• Year-End Tax Saving Strategies - 5 December 2011

Webinars

• Webinar: To Trust or Not To Trust - 9 March 2021

Wills and Trust

• 6 Common Estate Planning Questions and Answers! - 24 February 2020
• A Common Question: "Where Should I Keep My Will?" - 16 August 2011
• Alaska Latest State To Pre-Validate Wills - 22 June 2010
• Another Celebrity’s Death Fiasco - 25 October 2010
• Another Large Corporate Firm Pulls the Plug on Trusts and Estates: More Reason to Work with a Boutique Estate Planning Law Firm! - 6 February 2013
• Best Irrevocable Trust Asset Strategies 2019 | New Estate Planning Tax Laws - 18 May 2018
• Buying a Will is Not like Buying a Toaster - 23 September 2016
• Can a Trust Shield Your Assets from Your Creditors? - 4 June 2012
• Changes to Virginia’s Elective Share Law Imminent - 20 September 2016
• Collecting on Your Collection Part Deux: Charitable Remainder Trusts - 2 January 2013
• Decanting Trusts - 20 March 2018
• Digital Asset Planning: Who Will Care for Your Pokémon When You're Gone? - 13 July 2016
• Do you still need a will in Maryland if you have a living trust? - 20 August 2015
• Does Your Estate Plan Address Suicide? - 18 June 2018
• Experiences, Not Things: Gifting Travel to Heirs Via the Use of Trusts - 18 December 2017
• Furry Beneficiaries - A Great Article in Private Wealth - 1 October 2010
• Gifting Assets to Offspring: Deciding Between Irrevocable Trusts and UTMAs - 22 July 2019
• Gun Trusts: An Important Consideration for Gun Owners - 8 March 2013
• Helping Beneficiaries Manage Trust Fund Money - 1 March 2016
• Important Info for Those Who Acquired Property from a Decedent who Passed in 2010 - 25 April 2011
• In Stepmom We Trust? Protecting Beneficiary Interests through Proper Drafting - 25 October 2012
• Irrevocable Trusts Facing Higher Tax Liability in 2013 - 3 May 2013
• Is Your Estate Plan Up to Date? - 18 May 2020
• Just How Blind Are Blind Trusts? - 10 August 2012
• Location, Location: Lowering the Tax Bill on Certain New York Trusts - 29 March 2013
• Maryland is Revising their Estate and Trust Laws - 5 May 2014
• Mirror, Mirror on the Wall...Beware of the Reciprocal Trust Pitfall! - 5 November 2012
• Outdated Estate Plans: Even The Rich and Famous Are Guilty - 22 March 2012
• Planning for Pets: Maryland Authorizes Statutory Pet Trusts - 30 April 2009
• Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia - 8 May 2020
• Special Needs Trusts: The Importance of a Proper Trustee - 6 August 2014
• The Complexity of Trusts: "No Contest" Does Not Mean No Action - 22 June 2011
• The Gift of Travel: Using Trusts to Gift Travel to Heirs - 28 August 2012
• The Irrevocable Life Insurance Trust: Irrevocable for Good? - 23 October 2012
• The Qualified Personal Residence Trust (QPRT): Is it the Right Choice for You? - 6 November 2018
• Trusteed IRAs vs. Trusts as Beneficiaries – Which Strategy is Right for You? - 28 August 2017
• Trusts or Foundations? Private or Public? Making Charitable Donations Isn't One Size Fits All - 29 November 2012
• Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021
• University of Texas Sues Ryan O'Neal Over Farrah Fawcett Portrait - 13 July 2011
• What is a Revocable Trust and Should I Have One? - 11 July 2016
• When Two's a Crowd: Conflicts Between Co-Trustees Often Result in Legal Intervention - 13 July 2012
• Why everyone needs to have a will - 3 June 2016
• Wills, Trusts & Life Insurance After Divorce: A Breakdown of Current MD/DC/VA Laws - 17 January 2012