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Estate Planning for Couples - Married, Unmarried, or Remarried - 20 October 2020
Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z - 24 January 2022
Not All Gifts Are Created Equal - 3 May 2022
Tis’ the Season for Estate Planning - 23 December 2021
What to Know About Nonfungible Tokens - 19 April 2022

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
“Taxachusetts” Strikes Again! - 15 November 2022
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 School: 529 College Savings Plan - 1 September 2022
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
Biden Administration Revenue Proposals for 2023 - 30 March 2022
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
Cryptocurrency: Big Gains, Big Taxes (Part 1) - 25 February 2022
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
Electronic Will Execution Comes to Maryland - 10 May 2022
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 International Families - 7 July 2022
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 the Family Business - 13 July 2022
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 is Still Possible (and Critical) Despite the Tax Uncertainty - 31 December 2021
Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z - 24 January 2022
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
Extension of Time to file Portability Return - 1 August 2022
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
Florida Community Property Trust Act: Effective July 1, 2021 - 5 April 2022
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
International Tax Series Part 1: U.S. Consequences of an Australian Superannuation Retirement Account - 8 August 2022
International Tax Series Part 2: Australian Superannuation (Retirement) Accounts and The US-Australia Tax Treaty - 15 August 2022
International Tax Series Part 3: The Taxation of Superannuation (Australian Retirement) Accounts - 6 October 2022
International Tax Series Part 4: Reporting Obligations of Superannuation Accounts - 3 November 2022
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 Complete? Have you Considered These Points? - 6 October 2022
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
Make Sure Your Kids Are Prepared with This Summer Camp Checklist - 14 June 2022
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 Could Become the First State to Provide a No-Fee Option for Filing Annual Reports - 4 February 2022
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 Tax Reduction Act - 5 April 2022
Maryland's New Elective Share Law - 21 August 2020
May is Older Americans Month! - 11 May 2010
Memorial Day Message from Altman & Associates - 27 May 2022
Memorial Day Weekend Message - 20 May 2020
Mental Health Considerations in Estate Planning - 19 May 2022
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 FDIC Rule Simplifies Banking for Trusts - 15 February 2022
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 All Gifts Are Created Equal - 3 May 2022
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 In Times of Uncertainty - 8 February 2022
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
Potter Update: Informal Business Succession Planning Takes Another Twist - 27 June 2022
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
Preparing for the Challenges of Caregiving - 1 December 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
Proposal to Tax Billionaires for Unrealized Appreciation - 25 October 2021
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
QTIP Trust - Will My Spouse Have What They Need? - 25 July 2022
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
Revisiting Your Marriage Means Revisiting Your Estate Plan - 31 January 2022
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 Changes: Where Do We Stand Right Now? - 5 November 2021
Tax Codes - 27 July 2022
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
Tax Law Changes Could Mean More Americans Will Pay Estate Taxes - 22 October 2021
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 Art of Gifting: Deciding What Strategy is Best for You - 30 November 2021
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 Dangers of Do-It-Yourself Wills and Trusts: Why Online and Pre-Packaged Estate Planning Documents Are a Big No-No - 7 March 2022
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 Inflation Reduction Act - 21 September 2022
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 Powerful Tax-Planning Strategy You’ve Probably Never Heard Of - 21 September 2022
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
Tis’ the Season for Estate Planning - 23 December 2021
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
Transfer on Death Deeds - 1 June 2022
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
Update: IRS Releases Inflation Adjustments for 2023 - 21 October 2022
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
Veterans Day 2021 - 11 November 2021
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 Know About Nonfungible Tokens - 19 April 2022
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

Business Planning

Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
Congress Agrees to Covid Relief Package - 22 December 2020
D.C. Budget Update: Estate Tax Threshold Lowered Pending Final Approval - 4 August 2020
Estate Planning for the Family Business - 13 July 2022
Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z - 24 January 2022
Maryland Could Become the First State to Provide a No-Fee Option for Filing Annual Reports - 4 February 2022
Potter Update: Informal Business Succession Planning Takes Another Twist - 27 June 2022
Preparing for Tax Policy Changes in 2021 - 19 January 2021
RMDs Have Been Suspended for 2020: What if You've Already Taken Them? - 16 July 2020
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
The Art of Gifting: Deciding What Strategy is Best for You - 30 November 2021
The Powerful Tax-Planning Strategy You’ve Probably Never Heard Of - 21 September 2022
Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021
URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020! - 8 December 2020

Charitable Planning

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
Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
Estate Planning is Still Possible (and Critical) Despite the Tax Uncertainty - 31 December 2021
Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z - 24 January 2022
Extension of Time to file Portability Return - 1 August 2022
Loans to Family Members: What You Need to Know - 27 July 2020
Not All Gifts Are Created Equal - 3 May 2022
The Art of Gifting: Deciding What Strategy is Best for You - 30 November 2021
What to Look Out for in Estate Planning - 26 March 2021

Client Letters

Altman Client Letter 2021 - 15 June 2021
Altman Client Letter 2022 - 23 June 2022

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
Congress Agrees to Covid Relief Package - 22 December 2020
Coronavirus (COVID-19) Update | Closely Monitoring - 9 March 2020
COVID-19 Response | Commitment to Employees and Clients - 16 March 2020
Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman - 9 December 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
New FINRA Rule Limits Financial Advisor's Ability to Serve as Trustee or Fiduciary for Client - 9 December 2020
Preparedness Helps Protect Against Financial Elder Abuse - 1 March 2016
Preparing for the Challenges of Caregiving - 1 December 2021
Preventing Elder Financial Exploitation - 5 December 2016

Estate Litigation

Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
Britney Spears Court Case Brings Conservatorship to the National Stage - 16 July 2021
Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021

Estate Planning

"Don’t Leave Home Without It!" – Estate Planning Documents You Should Have Done BEFORE Going on Vacation! - 25 May 2021
6 Common Estate Planning Questions and Answers! - 24 February 2020
Add Estate Planning to Your Adult Child’s College Prep Checklist - 30 June 2020
Altman Client Letter 2021 - 15 June 2021
Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
Biden Administration Revenue Proposals for 2023 - 30 March 2022
Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
Congress Agrees to Covid Relief Package - 22 December 2020
Cryptocurrency: Big Gains, Big Taxes (Part 1) - 25 February 2022
D.C. Budget Update: Estate Tax Threshold Lowered Pending Final Approval - 4 August 2020
D.C. Council Moves to Lower the Estate Tax Exemption - 7 July 2020
Don’t Get Scammed by Mail from "Local Records Office" - 11 June 2020
Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself - 26 March 2020
Estate Planning for Couples - Married, Unmarried, or Remarried - 20 October 2020
Estate Planning for International Families - 7 July 2022
Estate Planning for Real Estate Investors: Podcast Featuring Gary Altman, Esq. - 15 June 2020
Estate Planning for the Family Business - 13 July 2022
Estate Planning is Still Possible (and Critical) Despite the Tax Uncertainty - 31 December 2021
Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z - 24 January 2022
Extension of Time to file Portability Return - 1 August 2022
Florida Community Property Trust Act: Effective July 1, 2021 - 5 April 2022
International Tax Series Part 3: The Taxation of Superannuation (Australian Retirement) Accounts - 6 October 2022
Is Your Estate Plan Complete? Have you Considered These Points? - 6 October 2022
Is Your Estate Plan Up to Date? - 18 May 2020
Loans to Family Members: What You Need to Know - 27 July 2020
Maryland is Considering Transfer on Death Deeds - Are TODs Right for You? - 31 March 2021
Maryland's New Elective Share Law - 21 August 2020
NOW is the Time to Review Your Estate Planning Documents. - 4 September 2020
Planning In Times of Uncertainty - 8 February 2022
Potter Update: Informal Business Succession Planning Takes Another Twist - 27 June 2022
Preparing for Tax Policy Changes in 2021 - 19 January 2021
Proposal to Tax Billionaires for Unrealized Appreciation - 25 October 2021
Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia - 8 May 2020
Revisiting Your Marriage Means Revisiting Your Estate Plan - 31 January 2022
State Department Only Accepting In-Person Passport Applications for "Life or Death" Emergencies - 13 April 2020
Sweeping Tax Reform on the Horizon - What You Need to Know - 15 September 2021
Tax Changes Are Coming: The Time to Prepare is NOW. - 16 August 2021
Tax Changes: Where Do We Stand Right Now? - 5 November 2021
Tax Codes - 27 July 2022
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
Tax Law Changes Could Mean More Americans Will Pay Estate Taxes - 22 October 2021
Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will - 23 December 2020
The Dangers of Do-It-Yourself Wills and Trusts: Why Online and Pre-Packaged Estate Planning Documents Are a Big No-No - 7 March 2022
The Health Documents EVERYONE Needs NOW - 19 March 2020
The Latest on Proposed Tax Law Changes - 22 September 2021
There's a Reason I Charge More Than $89 for an Estate Planning Document - 6 April 2020
Tis’ the Season for Estate Planning - 23 December 2021
Transfer on Death Deeds - 1 June 2022
Trump v. Biden: How Their Tax Policies Will Impact Your Planning - 28 September 2020
Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021
URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020! - 8 December 2020
What to Know About Nonfungible Tokens - 19 April 2022
What to Look Out for in Estate Planning - 26 March 2021
When It Comes to Estate Planning Documents, Words Matter. Every. Single. One. - 26 January 2021

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 named Best Estate Planning in Best of the City D.C. 2022 - 22 July 2022
Altman & Associates Profiled in Bethesda Magazine - 20 March 2019
Altman & Associates Profiled in Bethesda Magazine’s Lawyer Spread - 5 April 2009
Altman Client Letter 2022 - 23 June 2022
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 & Coryn Rosenstock named Top Financial Advisors by the Washingtonian - 7 March 2022
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 named Trust and Estates Attorney for Bethesda Magazine's Top Attorneys 2021 - 10 January 2022
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

"I have a special needs child and want to make sure they will be cared for." - 16 November 2017
"I recently lost a family member and I'm not sure how to proceed with their estate." - 16 November 2017
Biden Administration Revenue Proposals for 2023 - 30 March 2022
Breast Cancer Awareness Month - 11 October 2021
Celebrating Hope Connections for Cancer Support - 23 March 2021
Celebrating Women's History Month - 5 March 2021
Estate Planning for International Families - 7 July 2022
Extension of Time to file Portability Return - 1 August 2022
Father's Day Reflection - 20 June 2021
In Remembrance of September 11th, 2001 - 10 September 2021
International Tax Series Part 1: U.S. Consequences of an Australian Superannuation Retirement Account - 8 August 2022
International Tax Series Part 2: Australian Superannuation (Retirement) Accounts and The US-Australia Tax Treaty - 15 August 2022
Revisiting Your Marriage Means Revisiting Your Estate Plan - 31 January 2022
Tax Changes Are Coming: The Time to Prepare is NOW. - 16 August 2021
Tax Codes - 27 July 2022
Tax Law Changes Could Mean More Americans Will Pay Estate Taxes - 22 October 2021
Thank You, Veterans! - 11 November 2022
The Inflation Reduction Act - 21 September 2022
The Powerful Tax-Planning Strategy You’ve Probably Never Heard Of - 21 September 2022
Update: IRS Releases Inflation Adjustments for 2023 - 21 October 2022

Guardianship/Conservatorship

Britney Spears Court Case Brings Conservatorship to the National Stage - 16 July 2021
Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself - 26 March 2020
Make Sure Your Kids Are Prepared with This Summer Camp Checklist - 14 June 2022
Preparing for the Challenges of Caregiving - 1 December 2021

Incapacity Planning

Britney Spears Court Case Brings Conservatorship to the National Stage - 16 July 2021
Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman - 9 December 2020
Preparing for the Challenges of Caregiving - 1 December 2021
We ALL Need to Be Prepared for Incapacity - 15 October 2020

International Estate Planning

Estate Planning for International Families - 7 July 2022
International Tax Series Part 1: U.S. Consequences of an Australian Superannuation Retirement Account - 8 August 2022
International Tax Series Part 2: Australian Superannuation (Retirement) Accounts and The US-Australia Tax Treaty - 15 August 2022
International Tax Series Part 3: The Taxation of Superannuation (Australian Retirement) Accounts - 6 October 2022
International Tax Series Part 4: Reporting Obligations of Superannuation Accounts - 3 November 2022
State Department Only Accepting In-Person Passport Applications for "Life or Death" Emergencies - 13 April 2020

IRA and Tax 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
“Taxachusetts” Strikes Again! - 15 November 2022
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
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
Back to School: 529 College Savings Plan - 1 September 2022
Biden Administration Revenue Proposals for 2023 - 30 March 2022
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
Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
Clinton vs. Trump: Comparing Their Estate Tax Policies - 28 September 2016
Congress Agrees to Covid Relief Package - 22 December 2020
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
Cryptocurrency: Big Gains, Big Taxes (Part 1) - 25 February 2022
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
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
Estate Planning is Still Possible (and Critical) Despite the Tax Uncertainty - 31 December 2021
Extension of Time to file Portability Return - 1 August 2022
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
International Tax Series Part 1: U.S. Consequences of an Australian Superannuation Retirement Account - 8 August 2022
International Tax Series Part 3: The Taxation of Superannuation (Australian Retirement) Accounts - 6 October 2022
International Tax Series Part 4: Reporting Obligations of Superannuation Accounts - 3 November 2022
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
Loans to Family Members: What You Need to Know - 27 July 2020
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
Maryland Governor Plan for $1B Retiree Tax Cuts - 22 January 2020
Maryland Tax Reduction Act - 5 April 2022
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 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 Maryland Estate Tax Bill: Signed, Sealed, Delivered - 16 May 2014
New York Adopts Laws that will Effect Estate Planning - 6 May 2014
Not All Gifts Are Created Equal - 3 May 2022
Planning In Times of Uncertainty - 8 February 2022
Planning Tips for Your 2013 Personal Taxes - 6 May 2013
Post-Election Blues? Don't Leave Before Considering the Tax Consequences! - 14 November 2016
Preparing for Tax Policy Changes in 2021 - 19 January 2021
Proposal to Tax Billionaires for Unrealized Appreciation - 25 October 2021
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
RMDs Have Been Suspended for 2020: What if You've Already Taken Them? - 16 July 2020
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
Tax Changes Are Coming: The Time to Prepare is NOW. - 16 August 2021
Tax Changes: Where Do We Stand Right Now? - 5 November 2021
Tax Codes - 27 July 2022
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
Tax Law Changes Could Mean More Americans Will Pay Estate Taxes - 22 October 2021
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 Art of Gifting: Deciding What Strategy is Best for You - 30 November 2021
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 Latest on Proposed Tax Law Changes - 22 September 2021
The New Tax Law: What You Might Want to Do Before the End of the Year! - 21 December 2017
The Powerful Tax-Planning Strategy You’ve Probably Never Heard Of - 21 September 2022
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
Tis’ the Season for Estate Planning - 23 December 2021
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
URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020! - 8 December 2020
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

Maryland Estate Planning

Is Your Estate Plan Complete? Have you Considered These Points? - 6 October 2022
Maryland Could Become the First State to Provide a No-Fee Option for Filing Annual Reports - 4 February 2022
Maryland is Considering Transfer on Death Deeds - Are TODs Right for You? - 31 March 2021
Maryland's New Elective Share Law - 21 August 2020
Potter Update: Informal Business Succession Planning Takes Another Twist - 27 June 2022
Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 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

Power of Attorney

Britney Spears Court Case Brings Conservatorship to the National Stage - 16 July 2021
Electronic Will Execution Comes to Maryland - 10 May 2022
Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman - 9 December 2020
Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself - 26 March 2020
Is Your Estate Plan Complete? Have you Considered These Points? - 6 October 2022
Make Sure Your Kids Are Prepared with This Summer Camp Checklist - 14 June 2022
Mental Health Considerations in Estate Planning - 19 May 2022
The Health Documents EVERYONE Needs NOW - 19 March 2020
We ALL Need to Be Prepared for Incapacity - 15 October 2020

Premarital Planning

Estate Planning for Couples - Married, Unmarried, or Remarried - 20 October 2020
Florida Community Property Trust Act: Effective July 1, 2021 - 5 April 2022
Revisiting Your Marriage Means Revisiting Your Estate Plan - 31 January 2022
When It Comes to Estate Planning Documents, Words Matter. Every. Single. One. - 26 January 2021

Probate Administration

Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
How Long is the Probate Process Without a Will? - 21 April 2020
Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will - 23 December 2020

Reformation of Trust

Altman Client Letter 2021 - 15 June 2021
Florida Community Property Trust Act: Effective July 1, 2021 - 5 April 2022
Is Your Estate Plan Complete? Have you Considered These Points? - 6 October 2022
New FDIC Rule Simplifies Banking for Trusts - 15 February 2022
New FINRA Rule Limits Financial Advisor's Ability to Serve as Trustee or Fiduciary for Client - 9 December 2020
Planning In Times of Uncertainty - 8 February 2022
QTIP Trust - Will My Spouse Have What They Need? - 25 July 2022
Sweeping Tax Reform on the Horizon - What You Need to Know - 15 September 2021

Special Needs Planning

"Eldercare: Sense and Sensibility" - Gary Altman - 15 April 2011
A Special Needs Trust is a Valuable Estate Planning and Investment Tool - 1 September 2010
Estate Planning Isn’t Just for Boomers: A Guide for Millennials and Gen Z - 24 January 2022
Maryland ABLE Savings & Investment Plan Now Available - 18 January 2018
Mental Health Considerations in Estate Planning - 19 May 2022
October is National Special Needs Law Month - 23 October 2018

Trusts

"Don’t Leave Home Without It!" – Estate Planning Documents You Should Have Done BEFORE Going on Vacation! - 25 May 2021
“Taxachusetts” Strikes Again! - 15 November 2022
6 Common Estate Planning Questions and Answers! - 24 February 2020
Altman Client Letter 2021 - 15 June 2021
Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
Biden Administration Revenue Proposals for 2023 - 30 March 2022
Christmas in July: Is Now the Time to Make Gifts to Loved Ones? - 17 July 2020
D.C. Council Moves to Lower the Estate Tax Exemption - 7 July 2020
Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman - 9 December 2020
Estate Planning for Couples - Married, Unmarried, or Remarried - 20 October 2020
Estate Planning for International Families - 7 July 2022
Estate Planning for Real Estate Investors: Podcast Featuring Gary Altman, Esq. - 15 June 2020
Florida Community Property Trust Act: Effective July 1, 2021 - 5 April 2022
Is Your Estate Plan Complete? Have you Considered These Points? - 6 October 2022
Is Your Estate Plan Up to Date? - 18 May 2020
Maryland is Considering Transfer on Death Deeds - Are TODs Right for You? - 31 March 2021
Mental Health Considerations in Estate Planning - 19 May 2022
New FDIC Rule Simplifies Banking for Trusts - 15 February 2022
New FINRA Rule Limits Financial Advisor's Ability to Serve as Trustee or Fiduciary for Client - 9 December 2020
NOW is the Time to Review Your Estate Planning Documents. - 4 September 2020
QTIP Trust - Will My Spouse Have What They Need? - 25 July 2022
Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia - 8 May 2020
Revisiting Your Marriage Means Revisiting Your Estate Plan - 31 January 2022
Sweeping Tax Reform on the Horizon - What You Need to Know - 15 September 2021
Tax Changes Are Coming: The Time to Prepare is NOW. - 16 August 2021
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
Tax Law Changes Could Mean More Americans Will Pay Estate Taxes - 22 October 2021
Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will - 23 December 2020
The Art of Gifting: Deciding What Strategy is Best for You - 30 November 2021
The Latest on Proposed Tax Law Changes - 22 September 2021
Tis’ the Season for Estate Planning - 23 December 2021
Transfer on Death Deeds - 1 June 2022
Trump v. Biden: How Their Tax Policies Will Impact Your Planning - 28 September 2020
Two Wives, One Operating Agreement, Zero Estate Certainty - 1 June 2021
URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020! - 8 December 2020
What to Look Out for in Estate Planning - 26 March 2021
When It Comes to Estate Planning Documents, Words Matter. Every. Single. One. - 26 January 2021

Veterans Estate Planning

Gratitude for our Veterans - 11 November 2020

Wills

6 Common Estate Planning Questions and Answers! - 24 February 2020
Are Holographic Wills Valid? The Latest in Larry King's Estate Drama - 11 March 2021
Britney Spears Court Case Brings Conservatorship to the National Stage - 16 July 2021
D.C. Council Moves to Lower the Estate Tax Exemption - 7 July 2020
Electronic Will Execution Comes to Maryland - 10 May 2022
Estate Planning After the 2020 Election and During COVID 19 Presented by Gary Altman - 9 December 2020
Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself - 26 March 2020
Estate Planning for Couples - Married, Unmarried, or Remarried - 20 October 2020
Estate Planning for Real Estate Investors: Podcast Featuring Gary Altman, Esq. - 15 June 2020
How Long is the Probate Process Without a Will? - 21 April 2020
Is Your Estate Plan Complete? Have you Considered These Points? - 6 October 2022
Is Your Estate Plan Up to Date? - 18 May 2020
Make Sure Your Kids Are Prepared with This Summer Camp Checklist - 14 June 2022
Maryland is Considering Transfer on Death Deeds - Are TODs Right for You? - 31 March 2021
New FINRA Rule Limits Financial Advisor's Ability to Serve as Trustee or Fiduciary for Client - 9 December 2020
NOW is the Time to Review Your Estate Planning Documents. - 4 September 2020
Potter Update: Informal Business Succession Planning Takes Another Twist - 27 June 2022
Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia - 8 May 2020
Revisiting Your Marriage Means Revisiting Your Estate Plan - 31 January 2022
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
Tech Entrepreneur Worth an Estimated $1 Billion Dies Without a Will - 23 December 2020
The Dangers of Do-It-Yourself Wills and Trusts: Why Online and Pre-Packaged Estate Planning Documents Are a Big No-No - 7 March 2022
Tis’ the Season for Estate Planning - 23 December 2021
Transfer on Death Deeds - 1 June 2022
Trump v. Biden: How Their Tax Policies Will Impact Your Planning - 28 September 2020
URGENT Tax & Estate Planning Opportunities to Consider Before the End of 2020! - 8 December 2020
We ALL Need to Be Prepared for Incapacity - 15 October 2020
What to Look Out for in Estate Planning - 26 March 2021
When It Comes to Estate Planning Documents, Words Matter. Every. Single. One. - 26 January 2021

Practice Areas

Asset Protection Planning Attorneys - 1 February 2021
Business Planning Attorneys - 1 February 2021
Charitable Planning Attorneys - 1 February 2021
Elder Law Attorneys - 1 February 2021
Estate Administration Attorneys - 1 February 2021
Estate Litigation Attorneys - 1 February 2021
Guardianship / Conservatorship Attorneys - 1 February 2021
Incapacity Planning Attorneys - 1 February 2021
International Estate Planning Attorneys - 1 February 2021
IRA and Tax Planning Attorneys - 1 February 2021
Maryland Estate Planning Attorneys - 1 February 2021
Power of Attorney Lawyers - 1 February 2021
Premarital Planning Attorneys - 1 February 2021
Probate Administration Attorneys - 1 February 2021
Reformation of Trust Attorneys - 1 February 2021
Same-Sex Couples Estate Planning Attorneys - 1 February 2021
Special Needs Planning Attorneys - 1 February 2021
Trust Planning Attorneys - 1 February 2021
Veterans Estate Planning Attorneys - 1 February 2021
Wills Attorneys - 1 February 2021

Team Members

Brenda H. Bosch - 1 February 2021
Coryn G. Rosenstock - 1 February 2021
Cris Galvez - 10 May 2022
Danielle Lendino - 9 November 2022
Elizabeth G. Glines - 1 February 2021
Gary D. Altman - 1 February 2021
Jackie Ohh - 1 February 2021
James Crosland - 12 August 2021
Jamie Zhang - 1 February 2021
Jasmine Prather - 3 May 2022
Jessie Chappelear - 2 June 2021
Krystle E. Kolbe - 2 June 2021
Leanne F. Broyles - 26 March 2021
Leyli Khosroshahi - 1 February 2021
Melissa E. Aitken - 1 February 2021
Michele A. Conward - 1 February 2021
Paul Tracy - 25 April 2022
Renuka Somers - 1 June 2022
Terry Turnipseed - 14 November 2022