How to Amend or Revoke Your Will
As the circumstances in your life change, you may also want or need to amend your Will, especially if your family has gained members by way of children being born, changed family members such as by [...]
Video Newsletter For August, 2018
Hi there, Bridget Mackay with the Law Offices of Bridget Mackay. I practice in estate planning and elder law. And today I want to talk to you about this topic that was in my newsletter to [...]
Estate Planning Basics: What’s the Difference Between . . . ?
Estate planning involves a subset of property law, a notoriously arcane body of law that, in many ways, hasn’t changed for generations. As such, estate planners must be familiar with ancient concepts like escheatment (when a [...]
Traditional vs. Roth IRAs Under the New 2018 Tax Law
When Congress amends the Internal Revenue Code (IRC), as it did with the Tax Cuts and Jobs Act last December, it does more than just change the text of current law. Because tax law is so [...]
Benefitting from Life Insurance While You’re Still Alive
Who is life insurance for? That is, who does it benefit? When asked that question, most people will likely say that it benefits your loved ones after you die. After all, the policy only pays out [...]
Corporations vs. LLCs in Estate Planning
In March, I wrote a post about estate planning for small-business owners. That post discussed the different ways that you, as a small-business owner, might choose to dispose of your small business after your death. Whether [...]
California Estate Planning for Digital Assets
What happens to your Facebook account when you die? What about any money you left in your iTunes account? Or the pictures and other files you stored in Dropbox? How about your extensive collection of virtual [...]
The Estate Tax & Family Farms
There’s been a lot of chatter in the news lately about the potential for the federal estate tax to be repealed. One argument often made in favor of repealing the estate tax is that it will [...]
What To Tell Your Children About Your Estate Plan
Hi there, Bridget Mackay here. I'm an attorney in Petaluma, and I practice in the area of estate planning and elder law. Today I want to talk about what you should tell your children about your [...]
Changes to Medi-Cal Estate Recovery in 2017
I’ve written about Medi-Cal estate recovery in the past, but today I’m going to talk about some big changes that became effective earlier this year. For Medi-Cal beneficiaries who die on or after January 1, 2017, [...]
