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Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts)

by John C. Martin | Jun 28, 2012 | Trusts

Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out. Required distributions after the owner...

Estate Planning Today Must Include Digital Assets and Social Media

by John C. Martin | Jun 27, 2012 | Digital Assets, Estate Plan Maintenance, Estate Planning for Families

It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to a file cabinet or drawer and tell someone, “Everything is in there when the time comes.” But now we have computers and the internet, and so much of our lives is...

The Many Needs for Life Insurance in Our Lives

by John C. Martin | Jun 25, 2012 | Life Insurance

The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or create wealth for our dependents after we die. Life insurance can also play an important role in business, estate planning and...

The Most Important Love Letters You’ll Ever Write?

by John C. Martin | Jun 23, 2012 | Estate Planning for Families, Family Values and History

Many Americans have the misperception that estate planning is simply preparing for one’s death and is only necessary for the affluent. To the contrary, estate planning is as much about passing values to loved ones as it is about passing material possessions....

Paying for College . . . and accomplishing estate planning too

by John C. Martin | Jun 22, 2012 | Planning for College

With higher education costs outpacing inflation by 5-6% per year, and the average cost of a four-year public school at nearly $20,000 per year (double that for private schools) it’s no surprise that many parents and grandparents are deeply concerned about how they...
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John C. Martin

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

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Palo Alto, CA 94301

John C. Martin
John C. Martin

(650) 329-9500


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Categories

  • Advanced Directive (1)
  • Asset Protection (3)
  • Beneficiaries (8)
  • Digital Assets (3)
  • Estate Plan Maintenance (35)
  • Estate Planning for Families (52)
  • Family Values and History (4)
  • Gift Tax Exemption (2)
  • Interviews (5)
  • Legacy (2)
  • Life Insurance (2)
  • Living Will (2)
  • Long-Term Care (2)
  • On the Air (5)
  • On TV (2)
  • Philanthropy (5)
  • Planning for College (2)
  • Presentation (1)
  • Real Estate (1)
  • Tax Planning (20)
  • Trusts (14)
  • Wills (3)

RSS 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
Law Offices Of John C. Martin PC | 636 Middlefield Road, Palo Alto, California | Tel: 650.329.9500

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