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Ultimate Beneficiary? Lessons Learned From GoT

2020-06-29T22:37:19+00:00

Ultimate Beneficiary? Lessons Learned From GoT Hi there, Bridget Mackay here. I'm an estate planning and other law attorney in Petaluma and I have been doing some video blogs under the theme of Game of Thrones. And I was inspired for these next two blogs by the subject matter in trusts that we deal with quite often or we ask every client when we're doing their trust is, "Who is your ultimate beneficiary?" So, we also call it the nuclear option. If all of your family is gone, where are your assets going? And I thought back to House [...]

Ultimate Beneficiary? Lessons Learned From GoT2020-06-29T22:37:19+00:00

What We Can Learn About Guardianship From GoT?

2020-06-29T22:37:26+00:00

What We Can Learn About Guardianship From GoT? Hi there, Bridget Mackay. Offices of Bridget Mackay, I'm here in Petaluma. I practice in the area of estate planning and elder law and this video blog series is highlighting some lessons we can learn from the Game of Thrones. Today I want to talk about guardianships. And since the Starks are my favorite house, I think they also have a good example there. If you remember, I believe it was in season two, where Catelyn asks Lady Brienne to find her girls and protect them. This is not the best [...]

What We Can Learn About Guardianship From GoT?2020-06-29T22:37:26+00:00

Planning For Beneficiary Gone Bad – Lessons Learned From Got

2020-06-29T22:37:31+00:00

Planning For Beneficiary Gone Bad – Lessons Learned From Got Hi there, Bridget Mackay here. I'm an attorney in Petaluma and I practice in the area of estate planning and elder law. And today my theme is going to be, what happens if you have a beneficiary that goes bad? Along the theme of Game of Thrones, I thought a lot about this. From Season 8 of Game of Thrones where Dani Targaryen just lays waste to King's Landing. There is the adage that every time a Targaryen is born, the gods flip a coin about whether they're going [...]

Planning For Beneficiary Gone Bad – Lessons Learned From Got2020-06-29T22:37:31+00:00

Who Should Be a Trustee? Lessons Learned From GoT

2020-06-29T22:37:39+00:00

Who Should Be a Trustee? Lessons Learned From GoT Hi there, Bridget Mackay. I'm an estate planning attorney in Petaluma practicing in the area of estate planning and elder law. This video blog series addresses some lessons we can learn from the Game of Thrones. I last talked about the Stark family, who for me is my favorite house in the series. And a good lesson, another of many good lessons we can learn from the Starks, is to, if you have an estate planner or you've made a trust or you're about to create a trust with your [...]

Who Should Be a Trustee? Lessons Learned From GoT2020-06-29T22:37:39+00:00

DIY Wills – What We Can Learn From Game of Thrones

2020-06-29T22:37:47+00:00

DIY Wills – What We Can Learn From Game of Thrones Hey there everybody, this is Bridget Mackay. I am in Petaluma, California. I'm an attorney and I work in the area of estate planning and elder law. And as the last season of Game of Thrones is progressing through our second episode. Someone brought my attention to this article. We've shared it on our Facebook page, it's from wealthmanagement.com. It's called the 18 Estate Planning Lessons From the Game of Thrones and I thought it was actually pretty good. I want to highlight a couple of those. And [...]

DIY Wills – What We Can Learn From Game of Thrones2020-06-29T22:37:47+00:00

Six Estate Planning Tips For New Parents

2020-06-29T22:37:53+00:00

Six Estate Planning Tips For New Parents There are a million ways your life changes when you have a child, and one of the things you must think about now is planning your estate. Here are some of the key issues to consider. Make a Will and Appoint a Guardian Probably your most important concern is to appoint a guardian for your child should something happen to you and your child’s other parent. In order to do that, you need a Will. If you already have a Will, you will want to amend it to provide for your child and [...]

Six Estate Planning Tips For New Parents2020-06-29T22:37:53+00:00

Inheritance Laws In California – Rules of Intestate Succession

2020-06-29T22:38:02+00:00

Inheritance Laws In California – Rules of Intestate Succession Hi everybody! Miranda Dressler here, associate attorney, with the Law Offices of Bridget Mackay in Petaluma, California. And we practice in estate planning, administration and elder law. And today, I'm going to talk to you about who inherits your assets if you die without a written estate plan. And the answer to that question is laid out really in the probate code and it's referred to as the laws of intestate succession. And the answer to that question really depends on a few factors. For example, if you pass away [...]

Inheritance Laws In California – Rules of Intestate Succession2020-06-29T22:38:02+00:00

Keeping the Peace Among Your Heirs

2020-06-29T22:38:09+00:00

Keeping the Peace Among Your Heirs Nobody wants their death to generate unseemly squabbling about their estate among their heirs. With a little forethought, you can greatly reduce that possibility. Here are a few pointers. Pull No Surprises You know those movies where all the heirs are gathered around a large oval table waiting breathlessly to find out who inherited what? Don’t do that. Talk to your heirs long before your time draws near so they know exactly what to expect and can bring up objections while you are still around to deal with them. Just setting expectations goes a [...]

Keeping the Peace Among Your Heirs2020-06-29T22:38:09+00:00

What Happens If You Die Without An Estate Plan?

2020-06-29T22:40:15+00:00

What Happens If You Die Without An Estate Plan? Hi everybody. My name is Miranda Dressler, Associate Attorney of the Law Office of Bridget Mackay in Petaluma, California. And today I'm going to be talking to you briefly about what happens if you die without a written estate plan. So, dying without a written estate plan in California is technically called "dying intestate". And that is just a legal term meaning you've passed away without any written estate plan in place. However, that is a little bit of a misnomer because even if you don't have your own written [...]

What Happens If You Die Without An Estate Plan?2020-06-29T22:40:15+00:00

Be Transparent with Your Children About Your Estate Plan

2020-06-29T22:27:55+00:00

Be Transparent with Your Children About Your Estate Plan 52% of adult children don’t know where their parents keep their estate documents, and  58% don’t know the contents. Parents’ mortality is an uncomfortable topic, but avoiding it can mean children do not know Where to find important financial documents How to pick up the reins of a family business The location of scattered assets What debts are owed Without transparency, heirs may be surprised at the distribution of assets or confused about how to share assets they inherited jointly. This can result in permanent family riffs. Parents and their adult [...]

Be Transparent with Your Children About Your Estate Plan2020-06-29T22:27:55+00:00