Wills

Tax Considerations & Estate Planning Opportunities to Consider Before the End of 2020 (Part 1 of 2)

Most of us can’t wait for this nasty year to come to a close. As we look ahead to the New Year, however, it is important to remember that, given the results of the 2020 election, the Tax Cuts and Job Act of 2017 enacted by the Trump Administration will likely expire. This year, 2020, […]

Estate Planning for Couples - Married, Unmarried, or Remarried

October is one of the most popular months for couples to tie the knot in the United States. While wedding planning most often includes rehearsal dinners, guest lists, and honeymoons, couples often overlook estate planning. For younger couples beginning a life together and getting married for the first time, estate planning may not be a […]

We ALL Need to Be Prepared for Incapacity

When President Trump was admitted to Walter Reed Medical Center for Covid-19 treatment earlier this month, the internet exploded with “what if” questions on worst-case scenarios. What if the President became so ill that he could no longer do his job? What if the President were unwilling to relinquish control? What if the Vice President […]

Trump v. Biden: How Their Tax Policies Will Impact Your Planning

During normal times, we recommend having your estate plan reviewed and updated every four years or in the event of a big life change (divorce, remarriage, moving, a significant shift in assets, etc.) That being said, 2020 has been anything but normal. The COVID-19 pandemic exposed financial, health, and other vulnerabilities that resulted in a […]

NOW is the Time to Review Your Estate Planning Documents.

As an estate planning attorney, I make every effort to remind my clients to keep their estate plans current. My general rule of thumb is to have your estate plan reviewed every four years, or, any time there is a significant life change (i.e. divorce, remarriage, change in intended beneficiary, etc.). Since the onset of […]

D.C. Council Moves to Lower the Estate Tax Exemption

During a virtual budget meeting today, the D.C. Council approved a series of tax increases for the upcoming fiscal year (beginning October 1) in an effort to fund to a range of social services including housing vouchers, assistance to undocumented immigrants, and mental health treatment in schools. While the council rejected a proposal to raise […]

Estate Planning for Real Estate Investors: Podcast Featuring Gary Altman, Esq.

Gary had the pleasure of being a guest on Skyline Views, a podcast hosted by Chris Mills of The Haney Company. The podcast, also available on Facebook, Spotify, and Apple covers estate planning questions and strategies pertinent to real estate investing.

Is Your Estate Plan Up to Date?

With the coronavirus having the world in its grip for months, there is no better time than now to review and update your estate plan. It is recommended that after creating an estate plan, you update it every three to five years. Today, with the coronavirus sweeping the country and the rest of the globe, it is more important […]

Remote Witnesses & Notarization Laws for Wills and Trusts in D.C., Maryland, and Virginia

In light of the COVID-19 pandemic, having the ability to sign and execute legal documents remotely can be a huge relief - especially to the elderly, handicapped, or immunocompromised. Each state has its own laws regarding the practice, depending on the type of document. With social distancing and quarantine rules in place, some states, like […]

How Long is the Probate Process Without a Will?

Creating a will is important, as it can ensure your family members will not have to go through a lengthy probate process. Wills are not only reserved for the wealthy or individuals who have a lot of property they wish to distribute to their heirs after their death. Everyone must have a will because when […]

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