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Mackay Dressler Law Firm

Take the first step toward having peace of mind

Estate Planning

Ask the Attorney: What’s the biggest benefit clients share after creating their Estate Plan?

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  Relief. Our clients usually, when they’re done, have a very serene feeling, peace of mind, and just a real pride in finishing their plan, creating it for their family, and supporting their family. That’s what I see the most once this plan is created and they’re done. So thank you for listening and subscribe […]

What You Owe Yourself

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  Stepping into retirement is not only about finances but also about redefining your identity. After years of work, it is natural to imagine long, relaxing days without a set schedule. While this vision can feel appealing, it sometimes leads to a lack of preparation.  Retirement can last three or more decades, and without thoughtful […]

What Happens to My Retirement Accounts When I Die?

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Retirement accounts are often the largest financial asset a person owns outside of their home. But they come with a set of inheritance rules that most people don’t fully understand until a family member dies and the paperwork begins. The rules governing what happens to an IRA or 401(k) after your death are specific, consequential, […]

Ask the Attorney: Do You Need a Separate Plan for Foreign Assets?

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So foreign assets definitely complicate things. One of the misunderstandings I often run across is a client thinks that they can be put in their trust as we’re doing their trust, just like domestic assets can. And the truth is, is they can’t because those foreign jurisdictions have different rules around the transfer of property […]

Part 2: When Are ‘Capacity’ and ‘Undue Influence’ Challenged?

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Bridget MacKay with MacKay Dressler Law Firm. Now we’re back on the subject of capacity versus undue influence. I’ve already described what capacity means to create an estate plan, whether that’s a will or a trust. But I want to talk a little bit about undue influence, which is a very different concept. Undue influence […]