Estate and Legacy Planning

What Makes a Good Estate Planning Attorney?


Recently, a new client came to us to discuss her mother’s estate planning, as well as concerns regarding an irrevocable trust that her dad had created for her mom. We told her, in less than Read More

Legacy Planning: Think Several Generations Ahead


Plan now to prevent your descendants from squandering your wealth after you die. According to an ancient Chinese proverb, “Wealth does not pass three generations” — the first generation builds the wealth; the second generation Read More

How New Tax Law Effects Estate Planning


new tax law effect on estate planning | altman & associates

If you are like many Americans, you know estate planning is important, but you just haven’t gotten around to it yet. Or if you have an estate plan, once it was completed, you probably crossed Read More

Top Estate Planning Myths Debunked


estate planning myths

Top Estate Planning Myths and misconceptions are listed and debunked. Don’t harm your family by making any of these common retirement planning mistakes.

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