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607, 2020

Future Planning: What to know about Living Trusts in California

By |July 6th, 2020|Categories: Living Trust|Tags: , |

As you get older, you begin thinking about how you will pass down your possessions to loved ones. Whether you're a private resident with children or a landlord with various properties within Sonoma County, a living trust could be your best option. Is a Living Trust in California right for you? A living trust is a good option if you own possessions and assets that you wish to pass [...]

1501, 2020

Why You Need an Estate Plan if You Have a Special Needs Child or Grandchild

By |January 15th, 2020|Categories: Bridget's Blog|Tags: , |

The future of children and grandchildren are often at the forefront of our minds when planning our estates. However, if you have a special needs child or grandchild that you wish to care for after your death, setting up your estate to do so properly requires careful consideration and thought with the help of an expert.  Trust planning is essential for special needs loved ones A “supplemental needs” or [...]

1501, 2020

Revisiting Your Will After a Life Event

By |January 15th, 2020|Categories: Estate Plan|Tags: , , , , , , |

Whether it’s retirement, the birth of a grandchild, or the death of a loved one, any major life event should have you look at your will with fresh eyes. Oftentimes, people prepare their will, put it away, and never revisit the document. But life changes, and with each of these changes, you should revisit your will and testament.  Retirement and new priorities When you retire, you often gain perspective [...]

212, 2019

What Trustee Options Are There Other Than Family?

By |December 2nd, 2019|Categories: Trusts, Video Blogging|Tags: , , , |

Hi, everybody. My name is Miranda Dressler and I am an attorney with the Law Offices of Bridget Mackay in Petaluma, California. Today, I am going to talk to you a bit about the option of choosing either a private fiduciary or a corporate fiduciary as the trustee of your trust. So, in most cases when we prepare an estate plan for people, you know, typically people will [...]

1811, 2019

Having The ‘Financial Conversation’ With Your Aging Parents

By |November 18th, 2019|Categories: Video Blogging|Tags: , |

Hi everybody, this is Bridget Mackay with the Law Offices of Bridget Mackay in Petaluma, California. I want to talk a little bit about talking about money with between adult children and their older parents. I did some digging around, or should I say, Cheyenne did some digging around for me. And we found some statistics in a Wells Fargo, actually, article where they conducted a survey with [...]

1111, 2019

What Does Emergency Planning Have To With Estate Planning?

By |November 11th, 2019|Categories: Video Blogging|Tags: , , , |

Hi, everybody, this is Bridget Mackay at the Law Offices of Bridget Mackay in Petaluma, California, concentrating on elder law and estate planning. And I want to talk to you today a little bit about planning in general. As some of you may know, who are residents of Sonoma and Marin County or Northern California in general, we just experienced yet another sort of emergency fire, the Kincade [...]

1910, 2019

Why “Simple Trusts” Aren’t So Simple!

By |October 19th, 2019|Categories: Trusts, Video Blogging|Tags: , , , , |

Hi everybody, my name's Miranda Dressler and I'm an attorney with the Law Offices of Bridget Mackay in Petaluma, California. And today I'm going to talk to you a little bit about something that most every client I've ever met with initially says to me when I first sit down with them and that is, "well we're very simple. So, this should be a straightforward process or an [...]

910, 2019

I’ve Been Appointed Trustee. Now What Do I Do? (Part II)

By |October 9th, 2019|Categories: Trusts, Video Blogging|Tags: , , , |

Hi everybody. Miranda Dressler here, attorney with the Law Offices of Bridget Mackay in Petaluma, California. And in this blog, I'm going to continue to talk about what to do if your parents have named you as the trustee of their trust. And in this second part of the blog (click here for part one)I'm going to be discussing specifically acting as trustee once both of your parents [...]

210, 2019

I’ve Been Appointed Trustee. Now What Do I Do?

By |October 2nd, 2019|Categories: Trusts, Video Blogging|Tags: , , |

Hi everybody, Miranda Dressler here. Attorney with the law offices of Bridget Mackay in Petaluma, California. And today I'm going to talk to you about what to do if your parents have told you that they've named you as their trustee in their trust. If your parents have told you as much that they've named you as trustee in their estate plan what do you need to do? [...]

2309, 2019

National Falls Prevention Awareness Day 2019

By |September 23rd, 2019|Categories: Seniors, Video Blogging|Tags: , , |

Hi there, Bridget Mackay. The Law Offices of Bridget Mackay in Petaluma, California. We work in estate planning and elder law. And I want to welcome you to the first day of fall which also falls on the National Fall Awareness Prevention Day. This video is going to be about, sort of aging, us aging or loved one's aging and the risk of fall. It's one of the [...]

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