Reasons Financial Professionals Should Concern Themselves with Estate Planning

Set yourself apart – Distinguish yourself from competitors by providing greater expertise and resources. Get a broader perspective – Estate planning requires clients to pull together complete asset information, allowing for better advice and consolidation. Superior service – Highly informed advisors can identify more unmet client needs and offer the ideal products and services to […]

Gary Altman Lends His Expertise to the Art of Gifting

In an interview for Standard & Poor’s Market Scope Advisor, estate planning expert, Gary Altman, Esq., comments on the pros and cons of various gifting techniques: Comments by: Gary Altman, Esq., President and founder of the Maryland-based estate planning law firm, Altman & Associates, and Chairman of the National Capital Area Financial Planning Association. Is […]

Gary Altman Selected for Inclusion in Super Lawyers–Rising Stars Edition 2008

Gary Altman, founder of the estate planning law firm, Altman   Associates, was named by Maryland Super Lawyers magazine as one of the top attorneys in the state for 2007. Only five percent of the lawyers in the state are named by Super Lawyers. The selections for Super Lawyers are made by Law   Politics, […]

Gary Altman Sheds Light on How to Handle IRA/401(k) Custodians Upon the Death of the Owner

In an interview for the Stamford Advocate, estate planning attorney, Gary Altman, shares some common issues with the handling of IRA/401K distributions are the death of the owner: Some custodians do not tell beneficiaries what their obligations are with inherited IRAs. In other words, they are not reminded of what their minimum distribution is. Some […]

Gary Altman Weighs In On Selecting a Financial Advisor

For an interview with, Altman   Associates founder and Chairman of the National Capital Area Chapter of the Financial Planning Association, Gary Altman, Esq., offered his advice on what to look for when selecting a financial advisor. Gary stressed the importance that the advisor will act in the client’s best interest, even if it […]

“Gary Altman Named as one of Worth Magazine’s 2007 ‘Top 100 Attorneys’

Gary Altman, founder of the Rockville-based estate planning law firm Altman & Associates, has been named a “Top 100 Attorney” by Worth Magazine. “Top 100” lawyers are selected based on a rigorous research and evaluation process. Worth asks financial advisors, accountants, consultants, academics, and others who work closely with estate planning attorneys, to provide nominations. […]

Gary Altman, Founder of Altman & Associates, Interviewed by The New York Times

Founder of the estate planning firm, Altman & Associates, Gary Altman, recently lent his expertise to the New York Times on the benefits of investing in sophisticated investment tools such as the Self-directed IRA. During the interview, Altman shared that the Self-directed IRA is a powerful, yet relatively unknown investment option. He also stressed the […]