Estate and Legacy Planning

Taking Advantage of the GRAT


October is almost here and NOW is the time to take advantage of a tax saving estate planning strategy known as a GRAT!   GRATs (grantor retained annuity trust) are vehicles used by estate planners when clients

Read More

LegalZoom and Washington State Legal Update


It appears the Washington State Attorney General has dealt a blow to the company who claims it offers “Do-It-Yourself” legal documents online. The State of Washington recently entered into an Assurance of Discontinuance or an

Read More

Do-It-Yourself Estate Planning – A New Low


This morning, I noticed a Google advertisement that really got my blood boiling.  The ad was for LegalZoom – one of those online companies touting Do-It-Yourself legal documents, including estate planning.  It’s bad enough that

Read More

Hospital Discrimination Against Gay & Lesbian Couples


Last week, President Obama signed a memorandum requiring any hospital that received Medicare or Medicaid funding to permit gays and lesbians to have non-family visitors and to grant their partners medical power of attorney.  Prior to this

Read More

Inoculating Estates From Health Costs


April 3, 2010 Wall Street Journal article, “Inoculating Estates From Health Costs” by Kelly Greene: Should you give away your nest egg to your heirs—and then stick Medicaid with your nursing-home tab when the time comes? Outrageous

Read More

Factoring Debt Into Your Estate Plan


In an exclusive interview with CreditCards.com, estate lawyer, Gary Altman, Esq./CFP, discusses what to do with joint credit cards upon death of a spouse. Altman has always advised against having joint credit card accounts and even against

Read More

Call Now Button
Call Us Now