Beneficiary Designation Series: Role of Will or Trust
If you’ve read this far in our series, you may be thinking, “wait a minute, couldn’t I just rely on my will or trust to deal with my retirement plans?” This would be a grave error. Remember that the beneficiary designation of a retirement plan will determine the...Beneficiary Designation Series: Trusts
Individuals should use extreme caution when naming a trust as beneficiary of a retirement plan. Most revocable living trusts—whether provided by attorneys or do-it-yourself kits—do not include adequate provisions...Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts)
Naming the right beneficiary for tax-deferred retirement accounts is critical. Most people want to continue the tax-deferred growth for as long as possible, pay the least amount in income taxes and get the maximum stretch-out. Required distributions after the owner...Planning Opportunities Available to Affluent Families
With the $5.12 million per person exemption from federal estate tax ($10.24 million for married couples), most of the estate planning “talk” recently has been on the planning opportunities available to affluent families. However, the need for estate planning remains...Using Advanced Irrevocable Trusts for Income and Estate Tax Savings: Making 2012 Count
The next nine months are an exceptional window of opportunity for your clients to make family wealth transfers. The federal gift and estate tax exemption is $5,120,000, and both income tax rates and interest rates are at the lowest point in a...
John C. Martin
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Recent Posts
- John Martin Speaks on Advanced Estate Planning
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- 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