Our Expertise
Since 1986, we at Altman & Associates, have worked with our clients and their advisors to develop and implement individualized, practical and tax effective estate planning strategies and techniques to preserve and transfer wealth.
The Altman & Associates Difference
A boutique law firm, we are committed to a highly personalized, client-centered approach. We understand that estate planning is one of life’s most personal matters. Unlike some firms today, it is our belief that no two clients are alike and that, therefore, there’s no such thing as a “one-size fits all” solution. This is why we take the time to understand our clients and to render comprehensive and creative solutions that are exclusive to the goals, needs and circumstances of each client.
Working with Altman & Associates
Our clients come to us during varying stages of the state planning process—from those first considering estate planning, to those who have changes to make to an existing plan due to life changes such as loss or divorce. We take the time to carefully analyze the big picture with you, posing critical questions and offering expert guidance in order to thoroughly resolve important issues about your estate. Furthermore, we are pleased to work alongside your other trusted advisors to ensure that your estate plan takes into account your other financial considerations. (Note: We offer all prospective clients an initial consultation. Contact us to schedule an appointment today.)