Blog – “Altman Speaks”

New to Estate Planning?


Knowing that your family and assets are protected and that your wishes will be honored…That’s true peace of mind.”  Read our Note to New Clients.

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

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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

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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

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