by John C. Martin | Oct 14, 2013 | Estate Planning for Families
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think...
by John C. Martin | Jul 15, 2013 | Estate Planning for Families
Estate planning is creating a set of instructions that specify how property is handled after death, and how property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried...
by John C. Martin | Jul 9, 2013 | Estate Planning for Families
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more...
by John C. Martin | Mar 12, 2013 | Estate Planning for Families
When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn’t necessarily mean they should receive equal shares of the estate. For example, it...
by John C. Martin | Mar 7, 2013 | Estate Planning for Families
Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young children, too. But good...
by John C. Martin | Feb 27, 2013 | Estate Planning for Families, Family Values and History
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this, including: * End-of-Life Care. A health care power of...