Estate and Legacy Planning

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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