When you are eligible to start collecting Social Security rests largely on your individual situation. Some people can start taking the benefit as early as age 62 — or age 60 if you are disabled — or wait until full retirement age of 67 to collect the maximum benefit. Another group of people will […]
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True or False: You Can Disinherit Someone in Your Will?
So that is generally true. You know, each person who owns assets and is maybe going to be leaving assets to beneficiaries after their death can disinherit a person, meaning not include them in their will. And actually, you know, specifically exclude that person. How it works here generally in California is, you know, if […]
How to Know When It’s Time to Downsize
You’ve lived in a home you love for many years. It’s the place where you’ve raised your children and created many happy memories with family and friends. While you may not want to admit it, you may have to ask yourself whether it’s time to sell your home and move to a more affordable […]
Top Tips for Multi-Generational Estate Planning
Multi-generational estate planning looks beyond a single transfer of assets. You are planning for children, grandchildren, and sometimes future beneficiaries who have not yet been born. That longer time horizon changes how decisions are made and which risks deserve attention. Assets must move according to your instructions while remaining protected from mismanagement, creditor exposure, family […]
Trust Basics Continuing the Conversation (Part 2)
Hey there, Bridget MacKay with MacKay Dressler Law Firm. This is a continuous vlog about the five most asked questions in our office. I left this one video recording for this one question because it is such an important one. Because those of you out there who have a trust should listen very closely. […]
Trust Basics: 5 Key Questions Answered (Part 1)
Hey there, everyone. This is Bridget MacKay from MacKay Dressler Law Firm, and I just wanted to answer some of the most common questions we get about trusts. So, the first one is, will a trust avoid taxes? And that answer is sort of maybe, mostly no. So, your regular income taxes that you […]
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