Blog – “Altman Speaks”

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

Bad News for Seniors: No 2010 increase in Social Security

Today, the Social Security Administration announced that there will be no cost-of-living increase for 57 million Social Security beneficiaries next year because consumer prices have fallen. This announcement marks the first time that Social Security Read More

Advanced Medical Directives: An Estate Planning Must

A recent Wall Street Journal blog reiterated what my firm considers an estate planning must:  Take the time to create an Advanced Medical Directive.  This issue was brought into the spotlight during the unforgettable Schiavo case in Read More

Advanced Planning = Lower Estate Taxes

Currently, up to $3.5 million of an estate’s value is exempt from Federal estate tax for deaths occurring in 2009.  In 2010, the estate tax is scheduled to expire for a period of one year, Read More

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