Incapacity Planning


Incapacity Planning End of life planning decisions are neither simple to make nor pleasant to address. Unfortunately, these are some of the most important decisions you can make when planning for the future. Failure to consider these choices while you are of sound mind and body can result in these decisions being determined by the […]

The Role & Duties of the Trustee


The Role of the Trustee Trust accounts are important estate planning tools, enabling you to effectively manage your property now and providing a steady transition of your affairs after you pass. While you may be generally familiar with the term “trustee”, it is helpful to fully understand the role of the trustee when developing an […]

Happy Thanksgiving!


We would like to wish you all a very Happy Thanksgiving!  If you’re traveling, please be safe! Our office will close at 12 PM on Wednesday, November 21st and will reopen at 9:00 AM on Monday, November 27th. – The Altman Team  

This Veterans Day Weekend


This Veterans Day weekend, we pay tribute to the sacrifices of the brave men and women who have fought so valiantly to keep our nation free. If you have a moment, check out this wonderful Veterans Day article written by Ray Starrman.

ABLE Savings Accounts for Individuals with Disabilities


Patterned after 529 college savings plans, ABLE savings accounts are tax-advantaged state savings plans for individuals with disabilities. They are being created as a result of the passage of the Stephen Beck Jr., Achieving a Better Life Experience Act of 2014. ABLE accounts can be used for “qualified disability expenses” – any expense related to the designated beneficiary […]

How the Proposed Tax Law Changes Will Impact Estate Law and Your Estate Planning


The newly proposed tax laws would impact estate law (and therefore estate planning) in the following ways: Basis Step-Up Stays The proposed tax bill currently keeps the “basis step-up” rule.  Under current law (and the proposed tax law), the tax basis of an asset held until death is readjusted to fair market value, permitting heirs […]

Fine Tuning Your Estate Plan: The Importance of Keep Your Estate Documents Updated


At Altman & Associates, we want you to view estate planning as a process, not a product.  The hardest part of the process for most people is simply getting started.  However, in the days, months and years following your first completed estate plan, the inevitability of change (with respect to both life and laws) makes for another critical part […]