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Mackay Dressler Law Firm

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Estate Planning

Part 1: What Do ‘Capacity’ and ‘Undue Influence’ Really Mean?

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  Hi, I’m Bridget MacKay with MacKay Dressler Law Firm. And today, we’re going to talk about two legal concepts that come up often for us in estate planning, but are often misunderstood. And that’s capacity and undue influence. So capacity really goes to whether or not someone understands what they’re doing. And it’s not […]

The Real-World Consequences of Estate Planning Inaction

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Most people don’t put off estate planning because they think it doesn’t matter. They put it off because nothing feels urgent, life keeps moving, and there always seems to be time to deal with it later. When no plan exists, good intentions are not enough. Banks follow their own rules. Medical providers look for written […]

Legacy Planning for Grandchildren: Passing on Family Values, History, and Heirlooms

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Grandparents in Petaluma often think about legacy in terms that reach far beyond money. Financial gifts help, but the deeper legacy lives in the values you lived by, the stories you carried, and the heirlooms that connect generations. When those pieces are organized with intention, your grandchildren inherit more than assets. They inherit identity. Legacy […]

Estate Planning Is Not One-and-Done

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  Estate plans benefit from regular checkups. Many people review their plans after a major life event; it’s also good practice to review your plan annually. We recommend at least every three to five years, in the absence of such events. These reviews help ensure that your documents still reflect your wishes while remaining effective […]

True or False: Estate Planning Is Only for the Wealthy?

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So that is false. Estate planning is not just for the wealthy. Estate planning is actually for everybody. Truly anyone who is an adult person living in this country should have some kind of estate plan in place. Whether that is a basic power of attorney and healthcare directive or something a little more complex, […]