Blog – “Altman Speaks”

Succession Planning for Small Business Owners

sucession planning

How to take proactive steps to protect family future financial stability Succession Planning for Small Business Owners is a complex process that covers a wide range of topics. For most people, the tasks that come Read More

Divorce and Estate Planning

What to do with your estate plan after a divorce Marriage is a wonderful part of many couple’s lives and it’s easy to say that no one gets married with the intention of eventually splitting Read More

Decanting Trusts

If you don’t like the terms of your trust, there may be a way to change it and protect your best interests Historically speaking, one of the cornerstones of an irrevocable trust has been that Read More

Maryland ABLE Savings & Investment Plan Now Available

The Maryland ABLE savings & investment plan has officially launched. Maryland ABLE accounts are a new way to help individuals with disabilities save money and pay for qualified disability-related expenses without jeopardizing state or federal means-tested Read More

Remembering Marcy Kelly

I just learned that a colleague and close friend of mine, Marcy Kelly, died unexpectedly.  Marcy was a CPA and financial planner.  I was absolutely devastated to learn of Marcy’s sudden passing.  She was truly Read More

Veterans Benefits

What Veterans Benefits Am I Eligible to Receive? The Department of Veterans Affairs (VA) offers several valuable benefits for veterans of the United States military, including pension programs, health care, disability compensation, education assistance, and Read More

DC Estate Tax Exemption Update

Pursuant to a law passed in December, the District of Columbia’s exemption from estate tax shall equal the Federal exemption from estate tax, or currently, $11,200,000 per person.  Unlike the Federal law, D.C. does not Read More

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