Trust Funding Series: Assets that Don’t Require Funding
Certain assets do not have to be funded to the revocable trust. For instance, retirement accounts and life insurance policies will remain outside the trust. Instead, these accounts transfer to named beneficiaries upon death. In these cases, greater attention must be...Trust Funding Series: What are “Unfunded” Trusts?
An unfunded trust means that the trust does not hold title to assets at death. A trust may be partially or completely unfunded. Assets may be funded to a trust in several ways, including legal assignment and the re-titling of accounts to the name of the trust. For...Beneficiary Designation Series: Role of Will or Trust
If you’ve read this far in our series, you may be thinking, “wait a minute, couldn’t I just rely on my will or trust to deal with my retirement plans?” This would be a grave error. Remember that the beneficiary designation of a retirement plan will determine the...Beneficiary Designation Series: The Wrong Beneficiaries
Sometimes, naming a beneficiary can result in disaster. For instance, naming an “estate” as beneficiary may result in probate proceedings in California when the plan and other probate assets exceed $150,000 in value. In...
John C. Martin
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Recent Posts
- John Martin Speaks on Advanced Estate Planning
- Estate Planning with Real Estate after Proposition 19
- John Martin recently quoted in Charles Wallace’s article on Digital Wills and the importance of managing passwords
- KGO Radio Interview with John Martin
- Through Menlo Park Kiwanis, John Martin Helps Award $50,000 in College Scholarships
- Federal Tax Reform is Coming. Are you Ready?
- California Asset Protection Laws are Changing. Is Your Current Trust Adequate?
- Tune in on 7/19 at 7pm for a Live Radio Discussion on the Prevention of Financial Elder Abuse
- John C. Martin Featured on ABC7 News with Michael Finney
- John Martin Helps Give Away $55,000 in Scholarships to M-A Students through Menlo Park Kiwanis