Blog – “Altman Speaks”

When is a Beneficiary Entitled to an Accounting?


In most trusts, there are current beneficiaries and future beneficiaries.  A current beneficiary is someone who is currently entitled to receive, either mandatory or discretionary, distributions of income or principal.  A future beneficiary is only Read More

New Tax Law Changes Could Save You Dollars


While these are not estate tax related, I wanted to share some information on new income tax provisions that may very well impact you!  Here are some of the key provisions: One of the biggest breaks Read More

Are We in Your Wallet?


Advance planning is always important, but in ways we sometimes do not anticipate.  In our practice, after a client signs their estate planning documents, they are sign the back of one of our business cards, Read More

Significant 2009 Estate Tax Law Changes


hese changes in the law provide an ideal opportunity to review your current estate plan: Federal Estate Tax The federal exemption for estate tax has increased from $2,000,000 to $3,500,000 for 2009. The estate tax Read More

Top Ten Year-End Estate Planning Tips


1. Use It or Lose It — Use Your Annual Exclusion   The annual gift tax exclusion amount is the amount a person can gift to any number of recipients without a gift tax consequence. Read More

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