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Three Reasons to Avoid Revocable Transfer on Death Deeds

by John Martin | Jan 22, 2016 | Estate Planning for Families

Effective January 1, 2016, California AB 139 creates the new Revocable Transfer on Death Deeds (RTODDs). This  pilot program, effective until January 1, 2021, gives individuals the power to automatically transfer property on death to a named beneficiary with a simple...

John C. Martin, Esq. Earns Specialist Status

by John Martin | Aug 5, 2014 | Estate Planning for Families, Trusts

We are pleased to announce that as of August 1, 2014, the California Board of Legal Specialization has certified John C. Martin, Esq. as a legal specialist in Estate Planning, Trust, & Probate Law. This title is held by less than half of one percent (.5%) of...

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...

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...

Are You Wasting Money? Part Two: Food, Clothing and Entertainment

by John C. Martin | Feb 7, 2014 | Estate Planning for Families

In Part One of this series on wasting money, we looked at housing, interest and transportation—areas in which you or your loved ones may be wasting larger amounts of money. In Part Two, we will look at how money can be wasted in everyday areas of life—specifically...
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John C. Martin

John C. Martin

(650) 329-9500

Recent Posts

  • Talking to Your Family About Your Estate Plan
  • John Martin Speaks on Estate Planning : Protecting Your Legacy
  • 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

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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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  • Beneficiaries (8)
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  • Family Values and History (4)
  • Gift Tax Exemption (2)
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RSS Recent Posts

  • Talking to Your Family About Your Estate Plan
  • John Martin Speaks on Estate Planning : Protecting Your Legacy
  • 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
Law Offices Of John C. Martin PC | 636 Middlefield Road, Palo Alto, California | Tel: 650.329.9500

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