Estate Planning Attorney Answers: Should I Be Worried that My Trustee Holding Back Distribution of Assets?
Once a loved one passes away, his or her assets that are placed in a trust must be distributed according to the trust’s terms. Trust beneficiaries often become impatient waiting for distribution and become angry with the trustee. Many people ask why distribution can be [...]
Silicon Valley is famous for creating its tech-centric vocabulary. But the estate planning vernacular makes tech seem simple. When I see new clients for an initial estate planning session, it often feels like I am a translator working to interpret a foreign language, not an [...]
Many people procrastinate over arrangements for the succession of their financial legacy and other estate planning concerns. While concerns about the financial investment needed to create an estate plan might provide a motivation for cheap DIY options, these strategies can prove very expensive. Individuals [...]
Designating beneficiaries seems pretty straightforward. At its core, it is simply the listing of individuals to whom you intend to pass your property and assets. Unfortunately, mistakes involving the designation of beneficiaries are one of the most common that I see. To help my [...]
Estate planning is essential for anyone interested in passing their assets onto his or her loved ones. But for those with children with special needs such as physical or mental disabilities, estate planning can be an even more complex and fraught process, especially if your [...]
People in the Bay Area tend to be optimists, especially when it comes to their estate planning. First, they believe that whatever assets they have amassed will last them forever, regardless of what life throws at them. More specifically, they often think that they [...]
Law Offices of Linda J. MacKay
The Law Offices of Linda J. MacKay serves the cities of San Jose, Santa Clara, Cupertino, Campbell, Los Gatos, Saratoga, Sunnyvale, Mountain View, Palo Alto, Stanford, Fremont, Morgan Hill, Gilroy, as well as as greater Silicon Valley and the San Francisco Bay Area.