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 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 [...]