Wills

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 […]

Estate Planning During the COVID-19 Crisis: Questions to Ask Yourself

The COVID-19 virus has upended people's lives in so many ways. Simple tasks, like going to the grocery store, have become a logistical nightmare. Elders are being isolated at home or in assisted living facilities. People cannot accompany their loved ones - even spouses or children - into hospital rooms. And, as the number of […]

6 Common Estate Planning Questions and Answers!

they are in compliance with current Federal and State laws. that you have all of the documents that you need (ex: medical directive, power of attorney, etc.). that they reflect your current wishes (ex: beneficiaries are correct, division of assets, long-term care, etc.) that they account for any changes that may have occurred in your […]

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