Planning for Advanced Asset Protection
Asset protection is vitally important in our ever more litigious society, and more wealth planning teams are needed who understand the intricacies of this area and can collaboratively implement advanced strategies. Whether creating an entire plan for the client or...Welcome
Welcome to my blog. Please check back soon for new entries.Trust Funding Series: Options after Death for Unfunded Trusts
Often, individuals pass away without fully funding their revocable trust. In these cases, a probate is ordinarily required in California when probate assets exceed $150,000. Probate assets exclude accounts that are held in joint tenancy or that transfer by beneficiary...
John C. Martin
(650) 329-9500
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