Hi, everybody. I’m Miranda Dressler, attorney with MacKay Dressler Law Firm in Petaluma, California. What is funding your trust? We here at the office kind of say that word a lot. It’s a word that’s used in the context of estate planning, specifically living trust funding. What does it really mean and how important […]
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Trust Protectors and Estate Plans
If you have never heard of a trust protector, you are not alone; the role is relatively new to trust and estate law. A trust protector can be a valuable part of your estate plan, and it may be worth considering appointing one. The Role of a Trust Protector In general, the trust protector’s […]
Inheritance Planning Insight: The Finer Details Matter
Inheritance planning involves careful decisions that shape how your property transfers and how easily your loved ones navigate the process. You protect your intentions when you pay attention to the fine points that support your documents and your long-term goals. These details may not seem important at first, yet they determine how smoothly your plan […]
Tax Planning for 2025 and Beyond
Planning is important for your income taxation during life as well as for any estate taxes at death. With year-end approaching, it is an ideal time to begin planning for the year ahead. As Benjamin Franklin said: “By failing to prepare, you are preparing to fail.
How To Decline Being an Executor or Successor Trustee
Hi everybody, my name is Miranda Dressler, attorney with MacKay Dressler Law Firm in Petaluma, California. And today we’re going to talk a little bit about if you’re named as an executor or a successor trustee and you actually don’t want the job. Because at the end of the day, if you are named in […]
Experience-Driven Travel for Adventurous Seniors
There is nothing like travel to widen your world perspective, and there is no time like your retirement years to experience adventures. Tours that cater to the over-50 crowd have boomed in recent years. According to AARP, more baby boomers are seeing the world on bicycles and on expedition cruises than ever before. With […]
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