How To Prevent Seniors Estate Planning Fraud 

Over half of financial fraud victims in the U.S. are over the age of 70, reports an AARP study. Seniors Estate planning fraud is a type of crime that targets older people, often including fake companies that Read More

Happy Mother’s Day from Altman & Associates!

Mothers are often the epicenter of families.  We’ve had the honor of working with so many wonderful mothers (and generations of mothers!) over the years.  We also have several incredible mothers working on our team. Read More

Succession Planning for Small Business Owners

How to take proactive steps to protect family future financial stability Succession Planning for Small Business Owners is a complex process that covers a wide range of topics. For most people, the tasks that come Read More

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