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Revisiting Your Will After a Life Event

2020-05-07T17:43:01+00:00

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 on your career and your future. It is not uncommon for people to enter retirement totally out-of-touch with their priorities when they were at [...]

Revisiting Your Will After a Life Event2020-05-07T17:43:01+00:00

Special Needs Trust For Heirs With Down Syndrome

2020-05-07T17:45:12+00:00

Special Needs Trust For Heirs With Down Syndrome Hi there, Bridget Mackay. I'm an estate planning attorney in Petaluma, California, and I practice in estate planning, trust administration and probates, and elder law. Today I want to talk about special needs trust for heirs who may have Down syndrome. Every year, 6,000 babies are born in the US with Down syndrome. Over their lifetimes, they may experience some serious medical conditions, but often they will require special care as they age. In order to pay for that care, families will take advantage of government entitlements that are set up [...]

Special Needs Trust For Heirs With Down Syndrome2020-05-07T17:45:12+00:00