Altman & Associates

08/27/2026

Fraudulent estate planning schemes target seniors every day, with average losses exceeding $34,000 per victim.

From high-pressure trust mills to fake legal services, predatory tactics exploit fear and urgency to strip older adults of their hard-earned assets. Recognizing red flags like unsolicited calls, high-pressure deadlines, and guarantees of secret tax savings is critical to keeping your financial future intact.

Read our latest guide to discover the most common estate planning scams, key warning signs to watch for, and actionable steps to protect your estate and family. https://altmanassociates.net/estate-planning-scams-what-seniors-need-to-know/

08/24/2026

Blue crabs, Old Bay, stunning bay views, and the best flag in the nation—happy ! 🦀⛵

Headquartered in Rockville, Altman & Associates is deeply proud to call the Free State home. We love living and working alongside our Maryland neighbors.

What is your absolute favorite spot to visit in Maryland? 🌾🌊

08/20/2026

We are truly grateful to announce that 3 Altman & Associates attorneys have been included in the 2027 Best Lawyers and Best Lawyers: Ones to Watch lists!

Special congratulations to Gary Altman, Sydney Helsel, and Katherine Ruesch for this peer-nominated honor.

Awards like these are a direct reflection of the wonderful clients and colleagues we have the privilege of serving. Thank you for your continued trust and support!

08/18/2026

From crypto wallets and online bank accounts to decades of cloud-stored family photos—how much of your life lives entirely online? 📱💻

Most people value their digital assets just as much as their physical property, yet over half of estate plans completely overlook them. Without clear authority and documented access, online accounts, web domains, and digital memories can be permanently lost to heirs or fiduciaries.

Managing your digital estate doesn't have to be overwhelming. Learn insights on inventorying your digital footprint and ensuring your online life is fully protected: https://altmanassociates.net/estate-planning-in-the-digital-age/

Many assets that once existed in material form now live online. Photos, financial accounts, business operations, and even personal identities are stored across devices, platforms, and cloud services. Without clear planning and authority, a client’s digital assets can be difficult or impossible for...

08/17/2026

Today on , we're celebrating the incredible organizations making a difference in our local communities! 💙

At Altman & Associates, we're proud to support organizations close to our hearts—including Hope Connections For Cancer Support, Friends of Flight 93 National Memorial, and Shoes That Fit. From helping cancer patients and supporting local families to ensuring children go to school with confidence, their work inspires us every day.

👏 Give a shoutout to your favorite local nonprofit in the comments below!

08/15/2026

Turn off the email notifications, step away from the desk, and kick your feet up! 🧘‍♂️☀️

It’s , and we're taking the advice seriously. Life moves fast, and giving yourself permission to slow down—whether that means reading on the porch, going for a nature walk, a family bike ride, or indulging in an afternoon nap—is essential.

How are you unwinding today? Let us know your favorite way to de-stress! ☕🌱

08/14/2026

Today marks the beginning of Rosh Chodesh Elul, a meaningful season of renewal, reflection, and community connection. 🕯️✨

As summer winds down and we prepare for the High Holy Days, it's a wonderful moment to pause, reconnect with family, and reflect on our shared goals for the year ahead.

🕊️ Wishing peace, warmth, and blessings to all who are observing during this month of Elul.

08/11/2026

The new NYC Pied-à-Terre Tax introduces significant surcharges on high-value secondary homes. Strict regulations around LLCs, trusts, and tax filing status mean many property owners could face unexpected liabilities. With the critical exemption deadline of September 18, 2026 approaching, proactive planning is essential. Read our full breakdown to safeguard your properties: https://altmanassociates.net/understanding-the-new-nyc-pied-terre-tax-deadlines-rates-and-structuring-risks/

08/09/2026

"There is no greater agony than bearing an untold story inside you." — Maya Angelou 📚✨

On , we’re celebrating the power of great stories. But books aren't the only place where legacies are written—every family has its own unique story, built over generations.

📖 How do you want your next chapter to read? Learn more about creating a legacy for all generations: https://altmanassociates.net/estate-planning-isnt-just-for-boomers-a-guide-for-millennials-and-gen-z/

08/07/2026

Don't forget to cast your votes for the Best of Bethesda! Our local economy is built on wonderful independent businesses, and this poll is a great way to show them some appreciation.

As you fill out your ballot with your favorite neighborhood spots, we’d be honored if you considered Altman and Associates attorneys for the Trust and Estate Attorneys category. Cast your votes before September 7th: https://bestof.bethesdamagazine.com/