Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Happy 4th of July
    Happy 4th of July from the Altman & Associates team! Our office is closed today, but will resume normal business hours tomorrow. Have a safe holiday!
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Added Flexibility to Make Portability Election
    The IRS, effective June 9, 2017, in Rev Proc 2017-34, gave taxpayers additional time to make a portability election on a Federal estate tax return (Form 706).  Portability is the ability of the surviving spouse to inherit the deceased spouse’s unused Federal estate tax exemption, but only if an election is made on a timely […] The post Added Flexibility to Make Portability Election appeared first ...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Child heading to college
    Child Heading to College? Important Estate Planning Measures This is the time of the year when high school seniors – and their parents – receive acceptance notifications from colleges and universities and enter the last phase of the college application process. Over the next several weeks, final campus visits are scheduled, financial aid is discussed, […] The post Child heading to college appeared...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Are Your Medical Directives Easily Accessible?
    Medical advance directives are an important estate planning tool that designate an individual to make decisions and act on your behalf should you have an accident or become incapacitated. In addition to preparing these documents with the guidance of an estate planning specialist, it is also important to make sure those documents are easily accessible […] The post Are Your Medical Directives Easily...
Altman & Associates Law Firm
Altman & Associates Law Firm
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Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Estate Planning for Unmarried Couples
    Estate Planning for Unmarried Couples Estate planning is important for all individuals, regardless of their financial portfolio or their marital status. For unmarried couples, estate planning is critical due to a different set of circumstances. Why unmarried couples need a will All couples, married and unmarried, can benefit from a last will and testament. Why? […] The post Estate Planning for Unm...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Newlyweds Should Discuss Estate Planning
    After Saying, “I Do”, Newlyweds Should Discuss Estate Planning Many newlyweds incorrectly assume that, because they are now married, everything they own will automatically be given to their spouse when they pass. This is not true. Community property states have their own rules concerning what spouses own and can claim. In all other states, there […] The post Newlyweds Should Discuss Estate Plannin...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Memorial Day 2017
    This weekend and always, we honor the brave men & women who have lost their lives while defending our freedoms. To our employees, our clients, our families, and to our friends around this great country, please have a safe & happy holiday. We will be closed on Monday, May 29th and resume regular business hours […] The post Memorial Day 2017 appeared first on Altman & Associates.
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • MD & D.C. Residents: Even Exemption Increases Warrant Revisiting Your Estate Plan
    How much money you can leave to your heirs free of estate/death tax depends on where you live and own property and businesses, to whom you’re leaving your assets, and whether your estate planning documents are current. With significant changes being proposed to the Federal tax code, and several states, including Maryland, plus the District of Columbia, […] The post MD & D.C. Residents: Even Exempt...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Beware of “Transfer on Death” Deeds
    A lot has been written about a “transfer on death” or TOD deed. The concept, as written into various state laws, is that a person owning real estate can do a new deed to their real property that basically says “when I die, give the property to X, without any probate or other proceeding”. In other […] The post Beware of “Transfer on Death” Deeds appeared first on Altman & Associates.
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • How to Spot a Scam in the Mail
    Last year, we posted about clients receiving what looks like official mail from a “Local Records Office” billing them for a copy of the deed to their property.  It’s a scam that is clearly paying off because the shady companies behind the letters continue to send them out. A client recently sent us a similar version of the same […] The post How to Spot a Scam in the Mail appeared first on Altman &...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Special Needs Planning: Education, Finances, Healthcare & More
    Last week, a unanimous Supreme Court ruled that it is not enough for school districts to get by with minimal instruction for special needs children.  Specifically, the Supreme Court ruled that school programs must be designed to let students make progress in light of their disabilities.  This case helped to clarify the Individuals with Disabilities Education Act, […] The post Special Needs Plannin...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Costly & Irreversible Beneficiary Mistakes (That Are 100% Avoidable w/ Estate Planning)
    Over the years, I have invested a great deal of time fostering relationships with the financial planning community. I give seminars to financial institutions and associations, educating their employees and members on various estate planning topics. I do this because I want financial advisors and their clients to understand the critical connection between financial planning and estate planning. I b...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Celebrations of Hope Gala
    A great pic from the Hope Connections for Cancer Support  “Celebrations of Hope” Gala featuring Pathway to the Future‘s Kelley Edelblut and our very own Elizabeth Glines and Gary Altman! More on the incredible evening here. The post Celebrations of Hope Gala appeared first on Altman & Associates.
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Estate Planning for Columbia MD
    Columbia Maryland Estate Planning Attorneys Detailed focus on all aspects of estate planning An effective estate plan allows you to minimize estate and inheritance taxes while passing property to heirs in a conscientious manner that effectuates your true wishes. Additionally, an estate plan focuses on provisions that protect your interests in the event you become […] The post Estate Planning for C...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Altman Offices Closed Today
    Our offices will be closed today, March 14th, 2017, due to the inclement weather. Stay safe, everyone! The post Altman Offices Closed Today appeared first on Altman & Associates.
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Reasons Millennials Avoid Estate Planning
    Approximately 60% of Americans will die without a Will, much less any other critical estate planning documents. Millennials are among the worst offenders when it comes to kicking the estate planning can down the road. Some of the most common reasons: Assets – Often, people don’t believe they have enough assets to justify estate planning. They perceive it as […] The post Reasons Millennials Avoid E...
  • Inheritance Taxes
    Inheritance Tax Overview Maryland’s application of inheritance tax is unique. Maryland is only one of two states that have a tax for inheritance separate from estate tax. In fact, most states do not impose an inheritance tax. Only Pennsylvania, Iowa, Nebraska and Kentucky have an inheritance tax. It is important to understand how inheritance and […] The post Inheritance Taxes appeared first on Alt...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Retirees Should Reviews Long-Term Financial Plans
    Retirees Should Review Long-Term Financial Plans in Light of Proposed Tax Changes   After a contentious presidential election, many Americans are eager to place the discourse of politics far behind them. Resist that temptation and don’t put the upcoming political agenda out of your mind just yet. The president-elect campaigned on a platform of change, […] The post Retirees Should Reviews Long-Term...
Altman & Associates Law Firm
Altman & Associates Law Firm
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New blog articles detected.

  • New Year Brings Significant Tax Changes
    New Year Brings Significant Tax Changes As Americans look to the start of a New Year, many resolve to adopt positive “New Year’s Resolutions”, seizing the opportunity to start anew and embrace change in the year ahead. Change is indeed in store for this country with the election of a new president. For months on […] The post New Year Brings Significant Tax Changes appeared first on Altman & Associ...
  • Trump’s New Tax Plan & Your Wallet
    Trump’s Tax Plan and Your Wallet: What You Need to Know Approximately 20% of Americans will face a tax increase   Trump. Taxes. Two words that have been intertwined in the months leading up to the Presidential election. Now that Election Day has passed, many Americans are wondering what, exactly, his new tax plan means […] The post Trump’s New Tax Plan & Your Wallet appeared first on Altman & Asso...
Altman & Associates Law Firm
Altman & Associates Law Firm
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  • Vote for Gary as “DC’s Best Lawyer” in the Washington City Paper’s 2017 “Best of D.C.” Issue!
    Dear friends, please consider voting for Gary again this year as “DC’s Best Lawyer” in the Washington City Paper’s “Best of D.C.” Issue!  Click the blue box above to vote! Thank you for your continued support! The post Vote for Gary as “DC’s Best Lawyer” in the Washington City Paper’s 2017 “Best of D.C.” Issue! appeared first on Altman & Associates.
  • What a Trump Presidency Means for Your Estate Plan
    What a Trump Presidency Means for Your Estate Plan   The election of a new President always brings with it an element of change for the country. However, the potential for change with this new administration is even greater due to the current majority in Congress. During the months preceding the election in November, there […] The post What a Trump Presidency Means for Your Estate Plan appeared fi...
  • Recently, I was asked what sets us apart from other estate planning attorneys.  It is sometimes hard to put into words how we work with clients on a comprehensive basis and how much care we take in making sure the documents are absolutely correct. Recently, we sent newly signed estate planning documents and instructions on […] The post appeared first on Altman & Associates.
  • Happy New Year from the Altman Team!
    2016 was a very special year for us here at Altman & Associates. We had the privilege of serving many wonderful clients, new and old. Chris Martin joined us as an associate. We celebrated our 20th year in business. And we carried out our mission of raising awareness and funds for charitable organizations that are near and dear to […] The post Happy New Year from the Altman Team! appeared first on ...
  • Holiday Hours
    The Altman & Associates offices will be closing at 12:00 PM today and will re-open on Tuesday, December 27th. Wishing everyone a happy and safe holiday weekend! – The Altman Team The post Holiday Hours appeared first on Altman & Associates.
  • Tips to Successful Business Succession Planning
    Tips to Successful Business Succession Planning As many Baby Boomers approach retirement age, the consideration of what will happen to the businesses older individuals own becomes more important. Many business owners have invested their personal funds and spent their entire lifetimes building the business. Some ways that business owners can create a more effective plan […] The post Tips to Success...
  • Moving North: Consider Tax Consequences
    In a contribution to the Howard County publication, Biz Monthly, Christopher Martin, Esq. offers sage advice to Americans who may be thinking about leaving the country in response to the Presidential election results.  He cautions, ” before learning the words to O Canada, potential expatriates should consider some of the tax consequences. Read:  “Moving North: Consider Tax Consequences” The post M...
  • Preventing Elder Financial Exploitation
    Victims of elder financial abuse lose $2.6 billion every year, according to published reports. One out of every 20 elderly individuals have admitted to being victimized through financial exploitation. However, statisticians estimate that this number may be even higher since it is believed that only one out of every 44 cases actually reports the financial […] The post Preventing Elder Financial Exp...
  • Don’t Wait Too Long for Business Succession Planning
    In August 2016, the United States Treasury Department proposed new regulations that would limit the use of valuation discounting. This is a common planning technique that has assisted individuals in executing wealth transfers for years. The premise is that a person can transfer an interest in a family-owned business at a discount so that the […] The post Don’t Wait Too Long for Business Succession...
  • The Third Richest Man in the World Believes in Regular Estate Planning
    With a net worth of roughly $70 billion dollars, Warren Buffet has very strong opinions about what he wants to happen with his fortune after he’s gone. It’s widely known that he intends to bequeath the majority of his wealth to charity, namely the Bill & Melinda Gates Foundation.  (In fact, he’s already gifted billions of dollars worth of Berkshire Hathaway stock […] The post The Third Richest Man...
Altman & Associates Law Firm
Altman & Associates Law Firm
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New blog articles detected.

  • Clinton vs. Trump: Comparing Their Estate Tax Policies
    Monday night’s debate between Hillary Clinton and Donald Trump showcased just a handful of the extreme policy differences between the two candidates.  Of course, as estate planners, we are obviously keeping an eye on the candidates’ positions as it pertains to taxes, especially the estate tax.  Here is the latest information we could find on their positions on […] The post Clinton vs. Trump: Compa...
  • Buying a Will is Not like Buying a Toaster
    I often get this asked this question:  “My wife and I need Wills and other documents.  How much does it cost and can you draft them quickly so we can just come in and sign?” Part of my job is to explain to clients that estate planning is not a product. Buying estate planning is […] The post Buying a Will is Not like Buying a Toaster appeared first on Altman & Associates.
Altman & Associates Law Firm
Altman & Associates Law Firm
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New blog articles detected.

  • Changes to Virginia’s Elective Share Law Imminent
    Changes to Virginia’s Elective Share Law Imminent Understand the changes before they go into effect Virginia’s elective share law allows a surviving spouse to make a claim on their spouse’s estate if they are not satisfied with what was left to them through the will. The current law allows the surviving spouse to claim one-third […] The post Changes to Virginia’s Elective Share Law Imminent appear...
Altman & Associates Law Firm
Altman & Associates Law Firm
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New blog articles detected.

  • When Celebrities Fail to Plan (It Happens All Too Often)
    As we have written about in the past, many celebrities die without an estate plan, and sometimes even without a simple Will.  It appears that, like Barry White, Jimi Hendrix, Bob Marley, Amy Winehouse, Kurt Cobain, and many others, Prince died without a Will and without any plan for who is going to control his […] The post When Celebrities Fail to Plan (It Happens All Too Often) appeared first on ...
Altman & Associates Law Firm
Altman & Associates Law Firm
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