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Estate Planning for Unmarried Partners (Part One: Planning for After Death)

by John C. Martin | Jul 15, 2013 | Estate Planning for Families

Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried...

The Value of Having a “Plan” in Estate Planning

by John C. Martin | Jul 9, 2013 | Estate Planning for Families

All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more...

How to Leave Assets to Adult Children

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...

How to Leave Assets to Minor Children

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...

Incorporating Faith and Values in Estate Planning

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...
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John C. Martin

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Recent Posts

  • What Every Family Needs to Know About Estate Planning
  • 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

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RSS feed: Recent Posts Recent Posts

  • What Every Family Needs to Know About Estate Planning
  • 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?
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