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What Trustee Options Are There Other Than Family?

2020-06-29T22:18:37+00:00

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 choose a friend. Or maybe a child or more than one of their children and name that individual person as the successor trustee [...]

What Trustee Options Are There Other Than Family?2020-06-29T22:18:37+00:00

Having The ‘Financial Conversation’ With Your Aging Parents

2020-06-29T22:58:30+00:00

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 older adults and adult children. They defined older adults as 60 or over and adult children as 45 to 69 years old. And [...]

Having The ‘Financial Conversation’ With Your Aging Parents2020-06-29T22:58:30+00:00

What Does Emergency Planning Have To With Estate Planning?

2020-06-29T22:58:37+00:00

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 fire. Which left hundreds of thousands of people without power, evacuating homes, grabbing things, you know, somewhat at the last minute, or [...]

What Does Emergency Planning Have To With Estate Planning?2020-06-29T22:58:37+00:00

Why “Simple Trusts” Aren’t So Simple!

2020-06-29T22:18:45+00:00

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 easy process." And I think that what most people mean when they say "we're simple" is they're referring to their assets. We just have a house and a retirement account and [...]

Why “Simple Trusts” Aren’t So Simple!2020-06-29T22:18:45+00:00

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

2020-06-29T22:18:54+00:00

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 have in fact passed away. So, in this scenario if you haven't already taken over as trustee while your parents [...]

I’ve Been Appointed Trustee. Now What Do I Do? (Part II)2020-06-29T22:18:54+00:00

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

2020-06-29T20:44:18+00:00

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? What are the steps you need to take? Well, you know, typically you should know how the trust is set up. For [...]

I’ve Been Appointed Trustee. Now What Do I Do?2020-06-29T20:44:18+00:00

National Falls Prevention Awareness Day 2019

2020-02-25T22:57:36+00:00

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 biggest risks as you age to your health. Here are some statistics from the National Council on Aging. 25% of Americans over the age of [...]

National Falls Prevention Awareness Day 20192020-02-25T22:57:36+00:00

Probate Court Cost How Much In California!?

2020-06-29T22:26:35+00:00

Probate Court Cost How Much In California!? Hi there, my name's Miranda Dressler and I'm an attorney with the Law Offices of Bridget Mackay in Petaluma, California. Today I'm going to talk to you a little bit about probate and why it's so expensive. In California probate is particularly expensive. And, you know, there's a few reasons why that is. The main reason is because of the attorney fees and the executor fees. Those fees and that fee structure is set by statute. Meaning that it can't be negotiated, and the fees are based off basically a percentage of [...]

Probate Court Cost How Much In California!?2020-06-29T22:26:35+00:00

Have You Thought Of This When Your Child Heads Off To College?

2020-06-29T22:59:06+00:00

Have You Thought Of This When Your Child Heads Off To College? Hi everybody, my name is Miranda Dressler and I'm an attorney with the law offices of Bridget Mackay in Petaluma, California. Today I'm going to talk to you a little bit about sending kids off to college. So, as the new school year begins a lot of parents are going to be sending their now 18-year-old kids off to college. And, it's important to talk to your kids before they leave about the proper legal documents that they might want to have and that you might want [...]

Have You Thought Of This When Your Child Heads Off To College?2020-06-29T22:59:06+00:00