Jimmy Buffett’s brand of music inspired a way of life dedicated to relaxing. A trip to Key West, Florida, embodies everything Jimmy held dear and serves as the backdrop to many of his songs. More than one city hosts a restaurant titled after his hit song, “Margaritaville.” While Buffett appeared to live a carefree lifestyle full of fun, his 2023 death alerted us that his passing left some issues unresolved. Continue reading to learn more.
Key takeaways: Clear communication with fiduciaries and beneficiaries, while the Grantor lives, helps manage expectations after death. Second, consider the personalities of the desired fiduciaries and beneficiaries as part of the planning process and make adjustments if personalities might clash.
Bridget has been practicing law for over 25 years. After graduating from Santa Clara Law, she spent 10 years as a Deputy District attorney in both Solano and Sonoma Counties. After the birth of her daughter, her priorities changed, and she began a practice in estate planning and Medi-Cal benefits planning. This transition was a natural fit and all her skills of listening, compassion and fearless pursuit on behalf of her clients translated well to this area of law. She lives in Petaluma with her daughter and Australian Shepherd, Joey. Read More!
Latest posts by Bridget Mackay (see all)
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