How to Make a Family Meeting a Successful Part of the Estate Planning Process
You’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve finished your estate planning. But have you, really? Have you explained your planning to your family? Will they understand...Strategies for Those Awkward Financial Discussions
There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don’t want to come across as judgmental or condescending, or put them on the...Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death....How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs—collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep...Organize Information for Your Family
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? Would they be able to access (or even know...
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
- 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