by John C. Martin | Dec 12, 2012 | Asset Protection, Beneficiaries, Estate Plan Maintenance, Estate Planning for Families, Gift Tax Exemption, Life Insurance, Living Will, Long-Term Care, Tax Planning, Trusts, Wills
The end of the year will be here before we know it. But there is still time to meet some major estate planning goals. Here are ten things to do before the end of 2012. 1. Have your estate planning done. Set the end of the year as your deadline to finally get...
by John C. Martin | Jun 20, 2012 | Asset Protection, Estate Planning for Families, Trusts, Wills
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...