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6 Common Estate Planning Questions and Answers

WEBA: This question comes up even more frequently since Congress passed the Tax Cuts and Jobs Act of 2017, which increased the federal estate tax exemption …

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URL: https://altmanassociates.net/common-estate-planning-questions/

Will and Trust Planning Attorney Expert Solutions

WEBCall us at 301-468-3220 or contact us online to schedule a consultation. We provide legal advice conveyed with Integrity, Honesty, Experience, and Professionalism. Carefully …

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Lies People Tell Themselves About Estate Planning

WEBIn a recent Forbes article, “3 Lies People Tell Themselves About Estate Planning,” author Jeffrey Levine (a CPA and financial advisor) begins, “People tend to …

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What Is HEMS and Why Is It Included in So Many Trusts

WEBTax Purposes. One important reason the HEMS standard is often used in trusts is that, from a tax perspective, if a trust beneficiary is also the trustee, the HEMS …

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Elder Law Attorney Maryland Protecting the Elderly

WEBTo schedule a time to meet with Altman & Associates, call (301) 468-3220 or submit an inquiry on our site. We will help you plan for and address even the worst elder law …

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State Department Only Accepting In-Person

WEBIn keeping with public health measures to prevent the spread of COVID-19, the State Department has temporarily suspended in-person passport applications.

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New Legislation in Maryland Power of Attorney Law and …

WEBA power of attorney, which enables another party to decide on your behalf in the event of incompetence or incapacity, is a common element of estate planning. If an adult …

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Preparing for the Challenges of Caregiving

WEB11300 Rockville Pike, Suite 708 One Central Plaza Rockville, MD 20852

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Recognition of Same-Sex Marriage Altman & Associates

WEBIn an advisory opinion issued to the Maryland legislature, Attorney General, Douglas Gansler, issued an opinion on Wednesday that Maryland Courts would likely recognize …

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Feel Good Friday: A Place for Mom Launches “Caregiver Toolkit”

WEBMaking the decision to seek out additional care for our parents is never an easy task. People often doubt themselves because they don’t know how to tell if “it’s time”. Enter A …

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Special Needs Planning Attorneys Altman & Associates

WEBContact us by phone at (301) 468-3220 or online to schedule a special needs planning consultation. Altman & Associates is a member of the Academy of Special Needs …

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Same-Sex Couples Estate Planning Attorneys

WEBAltman & Associates understands the complexity and potential pitfalls facing same-sex or otherwise non-traditional couples regarding estate planning. To discuss planning for …

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Does Your Estate Plan Address Suicide

WEBNational Suicide Prevention Lifeline - Call 1-800-273-8255. The Lifeline provides 24/7, free and confidential support for people in distress, prevention and crisis resources for you or …

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Electronic Will Execution Comes to Maryland

WEBEffective April 21, 2022, Marylanders can now sign their Wills and Trusts virtually because of passing Senate Bill 36. This new legislation was initiated in 2021 in response to the …

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NOW is the Time to Review Your Estate Planning Documents.

WEBAs an estate planning attorney, I make every effort to remind my clients to keep their estate plans current. My general rule of thumb is to have your estate plan reviewed every four …

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Things Change: Review Your Estate Planning Documents Regularly!

WEBWe have stressed recently the importance of monitoring your documents due to the recent estate tax and power of attorney changes. While the current state of laws is ever …

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Still the Greatest: Lessons from Muhammad Ali’s Financial Legacy

WEBCreating an estate plan can be intimidating, but it can be managed with the proper support team. Our attorneys provide knowledgeable and strategic estate planning guidance that …

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ABLE Savings Account Plans for Individuals with Disabilities

WEBABLE savings accounts are tax-advantaged state savings plans for individuals with disabilities that work like 529 plans.

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