by John C. Martin | Dec 16, 2013 | Estate Plan Maintenance, Estate Planning for Families, Tax Planning
During the past several decades, estate planners recommended the use of AB Trusts for nearly every client. The use of AB Trusts was based upon the fact that the estate tax applicable exemption amount (“AEA”) was not automatically “doubled” if one was married. The AB...
by John C. Martin | Dec 10, 2013 | On TV
Read the latest at In Menlo: Visiting with Menlo Park Kiwanis Club president John Martin at the organization’s Christmas tree lot
by John C. Martin | Dec 9, 2013 | Estate Plan Maintenance, Estate Planning for Families
Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle those risks. Insurance plays a big part in managing risk. Most people don’t like paying insurance premiums, but when something happens and the insurance...
by John C. Martin | Dec 2, 2013 | Estate Plan Maintenance, Estate Planning for Families, Tax Planning
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can be an important reference for your loved ones as they learn to handle money.The Key Takeaways• Having regular family discussions about...
by John C. Martin | Nov 25, 2013 | Estate Plan Maintenance, Estate Planning for Families
Setting spending priorities will allow you to process your income in a rational way, while giving you the satisfaction that your wealth objectives are on their way to fulfillment.The Key Takeaways• How you spend your money shows what you value in life.• Setting...