So this is one of my, I don’t know if I should say favorite, but one of the most sort of aha moments for prospects who are looking to get their estate plan to realize that plans are not just for planning for death and where your assets will go.
More often than not, we see plans being used for folks who are incapacitated. So they’ve had a stroke, or they’re getting into late-stage dementia. Because these plans can really assist the family, support the family, and protect you around decision-making for your health, how your money is spent, and even if you need care, where your care is going to be given.
So estate plans are definitely not just for when you die. They very much are used during life at a time of incapacity.
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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