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How to Stop Worrying About Running Out of Money in Retirement

by John C. Martin | Feb 21, 2014 | Estate Plan Maintenance, Estate Planning for Families, Tax Planning

Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to provide for the surviving spouse. This is called “shortfall risk,” and it is a valid concern. People are living longer and health care...

Recovering Emotionally from Past Financial Errors

by admin | Feb 18, 2014 | Estate Plan Maintenance

Most of us will admit to having made some financial mistakes we regret—running up credit card debt, impulse buying, or making a bad investment or business decision. While there can be significant devastation, the key is to move beyond regret into productive action....

Passion Investing as a Spark to Your Life

by John C. Martin | Feb 14, 2014 | Estate Plan Maintenance, Estate Planning for Families, Tax Planning

Bill Gates, Warren Buffet and over 50% of the Fortune 400’s The Richest People in America list have decided to give away their wealth for charitable pursuits. Of course, not many of us have that kind of money or are inclined to give away all we own. However, giving to...

Are You Wasting Money? Part Three: Taxes, Insurance, Not Bidding and/or Negotiating

by John C. Martin | Feb 11, 2014 | Estate Plan Maintenance, Estate Planning for Families

So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing and entertainment. In this last part, we will look at a few more areas in which we may pay more than necessary—taxes, insurance, not...

Three Top Reasons to Update Your Estate Plan in 2014

by John C. Martin | Jan 27, 2014 | Estate Plan Maintenance, Tax Planning

Make this your top New Year’s resolution — update your estate plan this year. If you didn’t update your estate plan last year when the federal tax laws changed, 2014 is the year to make some important changes in it. Alterations to tax laws can definitely impact your...

Long-Term Care Planning, Part 2: Your Funding Options

by John C. Martin | Jan 6, 2014 | Estate Plan Maintenance, Estate Planning for Families, Tax Planning

The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for at least some time before we die and b) the cost of this care can be financially devastating for a family if it is not planned for in advance. This was...
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John C. Martin

John C. Martin

(650) 329-9500

Recent Posts

  • 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

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Palo Alto, CA 94301

John C. Martin
John C. Martin

(650) 329-9500


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Categories

  • Advanced Directive (1)
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RSS Recent Posts

  • 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?
  • Tune in on 7/19 at 7pm for a Live Radio Discussion on the Prevention of Financial Elder Abuse
  • John C. Martin Featured on ABC7 News with Michael Finney
  • John Martin Helps Give Away $55,000 in Scholarships to M-A Students through Menlo Park Kiwanis
Law Offices Of John C. Martin PC | 636 Middlefield Road, Palo Alto, California | Tel: 650.329.9500

Serving Menlo Park, Palo Alto, Atherton, Redwood City, Los Altos, Sunnyvale, San Mateo, Hillsborough, Burlingame, Belmont, Brisbane, Colma, Daly City, East Palo Alto, El Granada, Foster City, Half Moon Bay, La Honda, Millbrae, Montara, Pacifica, The Peninsula, Pescadero, Portola Valley, San Bruno, San Carlos, San Gregorio, San Francisco, South San Francisco, Woodside, Santa Clara, Cupertino, Saratoga, Campbell, Los Gatos, San Jose, San Francisco County, San Mateo County, Santa Clara County, Alameda County, and Santa Cruz County.

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