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Thank you for tuning into Real Estate Radio LIVE the podcast series covering the world of Anything and Everything Real Estate™ hosted by Joe Cucchiara. With current market experience and honest, insightful perspectives  - the guidance they bring to the air waves is an un-matched consumer & professional resource. Real Estate Radio LIVE has completed over 1000 expert guest interviews to cover all aspects of home, finance and beyond. With Real Estate Radio LIVE is the only LIVE Bay Area real estate radio show and is ranked in the top 5 real estate podcasts in listenership and popularity, the mission has been widely received and continues to grow.

Jun 23, 2016

Having a well crafted estate plan plays an essential part in taking care of your loved ones. Joe Cucchiara calls up Linda MacKay, owner of Law Offices of Linda J. MacKay, and Annie Tyler, Estate Planning Legal Assistant and Notary Public, for a discussion about California’s experimental transfer on death deed. At the top of the hour Annie describes the primary functions of a notary public and different reasons you would need one. Linda then walks us through a new transfer on death deed that allows beneficiaries to be named for real estate in California without a living trust or going through expensive probate courts. Also in discussion today:

  • Who the new TOD deed is most effective for and why you should couple it with a power of attorney
  • Estate planning complexities and several tax implications
  • Tax basis step up
  • No-contest clauses

Linda and Annie also respond to listeners’ texts about:

  • Reviewing trusts after the death of one parent
  • Keeping your trust valid after moving states
  • Mobility issues Annie faces as a notary public




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