The Truth About Personal Risk Management Part 2: Using Trusts in Estate Planning
Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on vacation and receive medical treatment for an injury or illness. In the same way, the use of trusts acts like insurance and can shift...The (Un)Usefulness of a Bypass Trust and How to Avoid the Consequences If You Are Stuck With One
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...The Truth About Personal Risk Management, Part 1: Insurance
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...Budgeting, Part 3: Instilling Money Values in Children and Grandchildren
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...Budgeting, Part 2: A Fulfilling Method for Setting Spending Priorities
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...
John C. Martin
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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