Altman & Associates

Estate planning is a process that evolves and requires understanding of your personal and family goals during life and after death. Every estate plan is guided by the events of life, family, financial and tax changes – from those first considering estate planning, to those who have changes to make to an existing plan due to life changes such as loss or divorce. We take the time to carefully analyze the big picture with you, posing critical questions and offering expert guidance in order to thoroughly resolve important issues about your estate. We are pleased to work alongside your other trusted advisors to ensure that your estate plan takes into account your other financial considerations.

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