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 | Sep 6, 2012 | Estate Plan Maintenance
Here are four more common mistakes in estate planning. If your plan is in place and current, this will serve as more validation that you are on the right track. Feel free to share this information with friends and family members, especially those who may not have a...
by John C. Martin | Aug 27, 2012 | Estate Plan Maintenance
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act....