The Confident Retirement

Ep 075: IRAs, Incapacity and Veterans Estate Planning


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Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, a Division of Frost Law since January 2021 where he has been serving the Washington metropolitan area, practicing law and estate planning since 1980.

A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness, and commitment to his clients’ needs” has earned him repeated recognition by Washingtonian magazine and Bethesda magazine as among the DC, Maryland region’s “Best Estate Planners”. He has also been repeatedly honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer”.

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including The Washington PostThe NY TimesThe Journal of Financial AdvisorsThe Wall Street Journal, Boomer-Living.com, FOX News, and more. He writes an estate planning blog, Altman Speaks, which can be found via the firm’s website.

Listen to this informative The Confident Retirement episode with Gary Altman about estate planning and specifically veterans.

 

Here is what to expect on this week’s show:

●     Negative consequences occur when you don’t ask the right questions.

●     Why do people procrastinate estate planning?

●     Why is estate planning so important?

●     What is incapacitation?

●     What is a revocable living trust?

●     Important things for veterans planning their estate.

●     It’s better to plan early and often.

●     The biggest opportunity and challenge for Gary’s practice going forward

 

Connect with Gary:

https://altmanassociates.net/


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