In an interview with CreditCards.com, Gary Altman, advises against joint credit card accounts and even against spouses taking authorized user cards on each others’ accounts. “From an estate perspective, joint credit implies a 100 percent obligation of the surviving spouse for any debt remaining on a joint card. And if a spouse has access to […]
In his New Year contribution to Boomer-Living.com, Gary Altman focuses on the possible changes to estate law that the new administration could have in store. First and foremost on the list – the Federal Estate Tax. To read this article, click here.
In an interview with Financial Advisor magazine, estate planning expert, Gary Altman, was asked about how tough economic times can impact people’s decisions about estate planning. Gary admitted that he’s seen some people – whether out of fear or out of necessity – try to access money that had been set aside in an estate […]
Estate planning authority, Gary Altman, recently spoke with the Associated Press about a high profile case in which a general partner in three hedge funds approached a well-known ballet company and foundation about making a large endowment. In this case, the general partner asked that the charities put the endowment in hedge funds in which […]
Gary Altman, Esq., founder of the DC-Metro area estate planning law firm Altman & Associates, has once again been named a “Top 100 Attorney” by the prestigious financial publication, Worth Magazine. The top attorneys list, to be featured in the December 2008/January 2009 issue, recognizes the nation’s 100 best lawyers for their outstanding expertise, insight, […]
In my last post, I discussed why the holiday season is a great time to discuss estate planning with your family. In keeping with the holiday theme, today I’m zeroing in on gifting – specifically, passing on wealth to grandchildren. Many grandparents want to leave a significant bequest to their grandchildren. The simplest way is […]
In his debut contribution to Agent’s Sales Journal, estate planning expert, Gary Altman, Esq., discusses the challenges of estate planning today. For full text, click here.
Gary Altman recently lent his estate planning expertise to the more than one million MORE magazine readers in their “Ask the Expert” column on “Family Inheritance-Feuds”. Altman weighed in on the touchy matters such as challenging a will and parents opting to make charitable donations over leaving money to children. For a full text version […]
In a piece for the Journal of Financial Planning, Altman & Associates attorneys, Gary Altman and Brenda Bosch, discuss the drafting of estate planning documents to encourage certain behavior in the beneficiaries of an estate plan according to the client’s wishes and planning goals. Click here for a PDF of the article.
In the new “Kudos” section of The Washington Examiner, Altman Associates founder, Gary Altman is recognized for being honored with the Norma Stevens Leadership Award by the National Capital Area Financial Planning Association. “Kudos” highlights local D.C. individuals’ accomplishments. The Gazette soon followed suit, including Altman in their “Names & Faces” section.