by John C. Martin | Sep 6, 2012 | Estate Plan Maintenance
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a...
by John C. Martin | Sep 3, 2012 | Estate Planning for Families
Most parents want to treat their children fairly in their estate planning, and many assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider. For example, parents may want...
by John C. Martin | Aug 30, 2012 | Family Values and History
According to a recent study, family values, traditions and history still mean more than money as an inheritance. These results are from the 2012 Allianz Life American Legacies Pulse Study* which surveyed baby boomers (age 47 to 66) and “elders” (age 72 and...
by John C. Martin | Aug 27, 2012 | Estate Plan Maintenance
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act....
by John C. Martin | Aug 24, 2012 | Estate Planning for Families
Other Areas to Consider There are many other changing circumstances that should be anticipated with flexible estate plan design. These include qualifying for California Medi-Cal benefits through authorizing the gifting down of incapacitated individual’s estate;...
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