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P:  408-379-9600

  • Home
  • About
  • Practice Areas
    • Estate Planning
    • Estate Plan Taxation
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  • Contact
  • FAQs

Estate Planning

4 scenarios that warrant an update to your estate plan

On Behalf of Law Offices of Linda J. MacKay | Jan 18, 2023 | Estate Planning

Estate planning is an essential tool to help you ensure generational wealth. However, this tool is most effective when it is current. If you already have an estate plan, you should update it when any of these life changes happen. 1. Your assets change Making more...

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Do family members make the best executors?

On Behalf of Law Offices of Linda J. MacKay | Nov 12, 2022 | Estate Planning

When choosing an executor for your estate, you will likely gravitate toward people who know you and your family situation best. Oftentimes, this is another family member - one that you feel close to. But will that family member make for the best possible executor? The...

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What do executors have to do?

On Behalf of Law Offices of Linda J. MacKay | Oct 18, 2022 | Estate Planning

When making an estate plan, it is important to come up with the key figures who will carry the plan out. The most important figure in that regard is the estate plan's executor. But what exactly does an executor do? What duties and responsibilities does a role like...

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What are the different types of trusts?

On Behalf of Law Offices of Linda J. MacKay | Sep 14, 2022 | Estate Planning

A trust can be an effective tool for estate planning. When you are making arrangements for the distribution of your assets after your death, you may wish to consider using a trust instead of or in addition to a will to have better control over your estate. However,...

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Can I transfer unvested stocks to a trust?

On Behalf of Law Offices of Linda J. MacKay | Aug 20, 2022 | Estate Planning

If you have restricted stock units (RSUs), you may wonder how those affect your estate plan. For example, you might have unvested stock that you want to put into a trust. According to the California Courts, property in a living trust does not have to go through...

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Protect your wealth by estate planning today

On Behalf of Law Offices of Linda J. MacKay | Jul 31, 2022 | Estate Planning

Creating an estate plan can involve unique challenges if you have a high net worth. Preserving your assets for your children is a complex process that requires a thorough understanding of tax laws and estate planning. Prepare your estate early You may just be starting...

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What should I look for when choosing a guardian for my child?

On Behalf of Law Offices of Linda J. MacKay | Jun 28, 2022 | Estate Planning

When you have a child, you are responsible for every aspect of that child's care. You must also provide for that child should you die. With guardianship, you can make arrangements for your child's care in the event of your death. Losing a parent can be traumatic for...

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What are the differences between wills and trusts?

On Behalf of Law Offices of Linda J. MacKay | May 26, 2022 | Estate Planning

Anyone with assets needs to plan for the future. This reality holds especially true for people with significant wealth. Two essential components of estate planning are trusts and wills. Each can play a role in who gets which assets after your death. Despite this...

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The benefits of setting up a trust for your children

On Behalf of Law Offices of Linda J. MacKay | Apr 4, 2022 | Estate Planning

Some may feel fear about making plans for their future, especially when it comes to their children. They also may feel some concern about their assets and what to do with them. The reality is that while it may be intimidating to think about these things, doing so can...

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What to know about estate planning with NFTs and cryptocurrency

On Behalf of Law Offices of Linda J. MacKay | Mar 1, 2022 | Estate Planning

The global financial crisis of 2008 motivated the elusive Satoshi Nakamoto to create cryptocurrency as a safer alternative to federal monies that remain in the hands of governments, banks and companies. In the ensuing years, individuals made non-fungible tokens (NFTs)...

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Recent Posts

  • When should you add an advance healthcare directive to your will?
  • 4 scenarios that warrant an update to your estate plan
  • Important considerations when writing revocable living trusts
  • Do family members make the best executors?
  • What do executors have to do?

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