Designing a Legacy for the Future of Your Family with Trusted Advisor, Linda MacKay

Designing a Legacy for the Future of Your Family with Trusted Advisor, Linda MacKay

Of course we’ve all heard that we are more likely to be struck by lightning than to win the lottery. But did you know:

  • It is three times more likely for a person driving ten miles to buy a Lotto ticket to be killed in a car accident than to win the jackpot?
  • A popular place to hide lottery tickets is in the dictionary under L for luck or W for winner?

The California Lottery Winner’s Handbook says, “For the lottery to make payments to a trust, the prize winner must be the grantor of the Revocable Trust and the trust must be linked to the winner’s social security number.”

Today’s show brings in trusted advisor and expert guest, Linda MacKay, Owner of the Law Offices Linda J. MacKay – a full service estate planning firm and Estate Planning Legal Assistant and Notary Public, Annie Tyler. Tune in from 3-4pm PST on AM 1220 KDOW with a great topic and a refreshing perspective. Join Joe, Linda, & Annie today at 3pm PST on AM 1220 KDOW, or listen streaming online at www.reradiolive.com.

Linda always advise her clients that whether they are a big winner, or they’ve received a substantial gift or inheritance, or they have worked hard all their life and pinched pennies — if they want to take care and pass that wealth to their loved ones, they need to have an Estate Plan such as a Will and/or a Living Trust be legally binding.  To do that they need it to be properly witnessed by a Notary Public, which is what Annie will discuss with Host Joe Cucchiara.  Linda will touch on a new type of transfer deed that became available at the beginning of the year.

Be sure to call with your questions during the show at 1.800.516.1220 or text your questions to 408.838.9060. Turn that dial to AM 1220 KDOW from 3-4pm PST or listen streaming online at www.reradiolive.com.

For more information, check out www.ljmlegal.com.

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