Blog – “Altman Speaks”

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

Michael Jackson’s Estate…What a Mess.

Charitable gift annuities allow donors to make a tax-deductible contribution and, in exchange, receive regular payments for the rest of their lives.  Ideally, about half the initial gift remains with the charity when the donor Read More

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

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