Future Planning: What to know about Living Trusts in California
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 [...]
Why You Need an Estate Plan if You Have a Special Needs Child or Grandchild
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 [...]
Revisiting Your Will After a Life Event
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 [...]
What Trustee Options Are There Other Than Family?
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 [...]
Having The ‘Financial Conversation’ With Your Aging Parents
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 [...]
What Does Emergency Planning Have To With Estate Planning?
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 [...]
Why “Simple Trusts” Aren’t So Simple!
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 [...]
I’ve Been Appointed Trustee. Now What Do I Do? (Part II)
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 [...]
I’ve Been Appointed Trustee. Now What Do I Do?
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? [...]
National Falls Prevention Awareness Day 2019
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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