by John C. Martin | Mar 12, 2013 | Estate Planning for Families
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares of the estate. For example, it...
by John C. Martin | Mar 7, 2013 | Estate Planning for Families
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good...
by John C. Martin | Feb 27, 2013 | Estate Planning for Families, Family Values and History
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this, including: * End-of-Life Care. A health care power of...
by John C. Martin | Feb 20, 2013 | Estate Planning for Families
The recent tax legislation dealing with the “fiscal cliff” included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. These revisions include: * The federal gift, estate and...
by John C. Martin | Jan 2, 2013 | Estate Plan Maintenance, Estate Planning for Families
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of estate planning things to do before you take your next trip. Taking care of these will help you travel with peace of mind,...