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  2. Joe discusses how to have a winning plan with Linda MacKay and Annie Tyler

Joe discusses how to have a winning plan with Linda MacKay and Annie Tyler

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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