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...
by John C. Martin | Jun 20, 2012 | Asset Protection, Estate Planning for Families, Trusts, Wills
With the $5.12 million per person exemption from federal estate tax ($10.24 million for married couples), most of the estate planning “talk” recently has been on the planning opportunities available to affluent families. However, the need for estate planning remains...
by John C. Martin | Jun 19, 2012 | Trusts
The next nine months are an exceptional window of opportunity for your clients to make family wealth transfers. The federal gift and estate tax exemption is $5,120,000, and both income tax rates and interest rates are at the lowest point in a...
by John C. Martin | Jun 19, 2012 | 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...
by John C. Martin | Jun 18, 2012 | Estate Planning for Families
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