Firm News

Buzz Aldrin Dementia Revocable Trust


Good trust planning can prevent bad situations from arising such as the Buzz Aldrin dementia revocable trust problem that the family is now dealing with. Buzz Aldrin, the 88-year-old astronaut who took part in the Read More

Remembering Marcy Kelly


I just learned that a colleague and close friend of mine, Marcy Kelly, died unexpectedly.  Marcy was a CPA and financial planner.  I was absolutely devastated to learn of Marcy’s sudden passing.  She was truly Read More

Altman Holiday Wishes & Hours


We would like to wish you all a wonderful, warm and healthy holiday! Our offices closed today at noon and will re-open for regular business hours on Tuesday, December 26th. We will close again at Read More

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