Who is your successor trustee? So this is the person who is paying bills, selling property, gathering your assets to pay for a long-term care need, or if you’ve passed away, distributing it to the people in your family. And this isn’t any small job and it isn’t something you should just pick your […]
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Define Your Estate Planning Objectives
What are the most important goals you want your estate plan to accomplish? Do you want to ensure that your assets go to the people you intend? Reduce taxes and legal complications? Appoint trusted individuals to make financial or health care decisions on your behalf? These questions form the foundation of an effective estate […]
Including Grandchildren In Your Estate Plan
Hey there, my name is Bridget MacKay. I’m an attorney at MacKay Dressler here in Petaluma, California. And today I want to talk a little bit about giving to your grandchildren through your trust. This is a question I get often in client meetings where grandparents want to leave something directly to grandchildren. And […]
Tips for a Smooth Transition to Senior Care
If you are thinking about having a conversation with your loved one regarding senior care, you are not alone. While there is no right time to have this important conversation, the best time is to have the discussion before a crisis arises and the need is urgent. Keep in mind that the talk can […]
Do You Know If Your Parents Have a Plan?
Hey, my name is Bridget MacKay. I’m an attorney here at MacKay Dressler in Petaluma. And today I want to talk to you about your parents. So, I often have clients whose parents are still alive, and they don’t know whether their parents have a plan. And I find this very surprising and scary. […]
Jimi Hendrix and the Cost of Dying Intestate
It has been 56 years since Jimi Hendrix’s death. His professional career lasted just four years, yet his influence on rock music — and the electric guitar — remains foundational. Born James Marshall Hendrix, he fused blues traditions with experimental sound, using electronics to expand what the guitar could do. This creative risk-taking made […]
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