Hi there, this is Bridget MacKay at MacKay Dressler Law Firm, and I want to talk to you about the ideal gift for Valentine’s Day, which is coming up. Now, you may not think in your mind, you know, estate planning would be the ideal gift for a Valentine of yours. I know it’s […]
Estate Planning
A Discretionary Trust Can Provide Peace of Mind
When you are planning your estate, you may have concerns about leaving large lump sums of money to the beneficiaries. There are many possible reasons for the trepidation, including youth, inexperience, impetuousness, and spendthrift tendencies. Fortunately, there are tools in the inheritance planning toolkit that can provide peace of mind, and one of them is […]
How Long Does Trust Administration Take?
Hi everybody, my name is Miranda Dressler, attorney with MacKay Dressler Law Firm in Petaluma, California. So, how long realistically does a trust administration take after somebody passes away? There’s a bit of a myth out there that when someone has a living trust, and they die, that somehow things are going to be […]
Hiring an Estate Planning Lawyer Is a Smart Move
While you can always choose the DIY route, many individuals have found out from experience that they should have hired an estate planning attorney. Not having a plan in place can cause problems for families down the road. For example, more than a third of U.S. adults say that they or someone they know […]
Don’t Buy These Common Estate Planning Myths
Estate planning is one of those topics that people often misunderstand. You may hear advice from friends, read conflicting information online, or assume that certain rules apply to everyone. Unfortunately, buying into estate planning myths can lead to costly mistakes. By separating fact from fiction, you can make informed decisions and protect your family. Myth […]
Small Business Succession Planning With Your Legacy in Focus
Whether you run a winery, a farm, a restaurant, or a professional practice, your business represents years of hard work and dedication. Yet many business owners overlook one critical question: What happens to the business when you step away or pass on? Succession planning ensures that your business continues smoothly, protects your family, and preserves […]
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