Blog – “Altman Speaks”

Death of a Loved One


Losing a loved one is hard enough without the added stress of settling an estate.  Don’t take any action without calling us first.  We’ll guide you through the legal process, ensuring that things are handled the right way.”  Read Read More

Special Needs Planning


If you have a child, parent or other loved one who is disabled or otherwise not able to care for themselves, special planning is the only way to ensure that they will be taken care of should something happen Read More

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FYI: Two IRA Tax Breaks Will End Soon


A colleague of mine sent me the below info on two tax provisions which are scheduled to expire after December 31, 2009.  Here’s how they might impact you: 1.  For 2009 only, you have the option Read More

Jointly Held Accounts: A Cautionary Tale


When someone dies, his executor or personal representative is responsible for preparing the decedent’s final income tax return and the decededent’s estate is liable for all income tax due.  If the executor distributes the estate Read More

Past Events


“Navy Federal Event” Hosted by Kevin M. Reese, CFS, CRPC, CLTC Navy Federal Investments & Insurance Thursday, October 15, 2009 6:00 pm – 8:00 pm. 8901 Rockville Pike, Bethesda, MD 301 255 6272. “Wills, Estates Read More

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