by John C. Martin | Nov 1, 2012 | Estate Plan Maintenance, Tax Planning
Naming a Guardian for Your Minor Child(ren) Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of...
by John C. Martin | Oct 25, 2012 | Estate Plan Maintenance, Tax Planning
Life Insurance: How Much and What Kind? Life insurance can be an affordable way to provide for our children, spouse, a sibling, aging parents and others if we should die while they are depending on us. Life insurance proceeds can provide extra income to help pay...
by John C. Martin | Oct 18, 2012 | Estate Plan Maintenance, Tax Planning
Estate Planning for Women While estate planning is important for everyone, women especially need to understand estate planning and have a plan of their own in place. Here are some issues that are of particular interest to women and their estate planning....
by John C. Martin | Oct 11, 2012 | Estate Plan Maintenance, Tax Planning
The Advisory Team Approach to Estate Planning Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and...
by John C. Martin | Oct 4, 2012 | Gift Tax Exemption
Take Advantage of the $5.12 Million Dollar Gift Tax Exemption . . . Before it’s too late. There has been a lot of media coverage about the Bush tax cuts that are set to expire on December 31, 2012 and whether they will be extended for all taxpayers or if they...
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