Posted by Altman & Associates in Newsroom

Gary Altman Puts His CFP Hat on for an Interview with the Washington Post on Cutting Back in a Tough Economy

Gary Altman works hand in hand with financial advisors to ensure that his estate planning solutions consider every aspect of an individual’s financial framework. In an effort to best serve his clients, Altman (also a Certified Financial Planner), joined the National Capital Area chapter of the...

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Posted by Altman & Associates in Newsroom

“Mom and Dad, You’re Broke” – Gary Altman Walks the Wall Street Journal Through Tough, But Critical Questions to Ask Mom and Dad During a Down Economy

In an interview for the Wall Street Journal’s “Family Finances” section, estate planning expert, Gary Altman, Esq., sheds light on some tough, but important questions we should ask our aging parents – particularly during an economic downturn when asset values are plummeting. He says,...

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Posted by Altman & Associates in Newsroom

“Before You Remarry” – Things for Boomers to Consider with Respect to Estate Planning

In the spirit of Valentines Day, estate planning expert, Gary Altman, used his column for Boomer-Living.com to highlight estate planning considerations to take into account before getting remarried. He writes, “As a boomer and a romantic, I believe that marriage (even the second time around) is a...

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Posted by Altman & Associates in Newsroom

Increasing popularity of Spendthrift Trusts

InvestmentNews called on the expertise of Gary Altman for a recent piece on the increasing popularity of spendthrift trusts. In an economic climate where wealthy investors are becoming more risk averse, interest in establishing spendthrift trusts for beneficiaries is becoming an enticing...

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Posted by Altman & Associates in Newsroom

Couples Should Consider Debt When Estate Planning

In an interview with CreditCards.com, Gary Altman, advises against joint credit card accounts and even against spouses taking authorized user cards on each others’ accounts. “From an estate perspective, joint credit implies a 100 percent obligation of the surviving spouse for any debt...

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