by John C. Martin | Nov 8, 2012 | Estate Plan Maintenance, Tax Planning
Time is Running Out to Save Unprecedented Amounts in Taxes For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to motivate their...
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 | Aug 1, 2012 | Tax Planning
Now that the health care law has been declared constitutional, several significant provisions will become effective on January 1, 2013Tax #1: 3.8% Surtax on Investment Income This new tax will be levied on net investment income if modified adjusted gross income is...