Beneficiary Designation Series: Trusts
Individuals should use extreme caution when naming a trust as beneficiary of a retirement plan. Most revocable living trusts—whether provided by attorneys or do-it-yourself kits—do not include adequate provisions...Beneficiary Designation Series: Naming a Charity
Many people wish to benefit charities at death. The reasons for benefiting a charity are numerous, and include: a general desire to benefit the charity; a desire to minimize taxes; or the absence of other family relations...Beneficiary Designation Series: Old vs. Young Beneficiaries for your IRA?
Usually, people do not consider age as a factor when choosing their retirement plan beneficiaries. However, the age of a the beneficiary will likely have a dramatic impact on the amount of wealth ultimately received,...When Is It Time to “Service” Your Estate Plan?
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to...
John C. Martin
(650) 329-9500
Recent Posts
- Talking to Your Family About Your Estate Plan
- John Martin Speaks on Estate Planning : Protecting Your Legacy
- 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