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Mackay Dressler Law Firm

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Financial Planning

Define Your Estate Planning Objectives

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  What are the most important goals you want your estate plan to accomplish? Do you want to ensure that your assets go to the people you intend? Reduce taxes and legal complications? Appoint trusted individuals to make financial or health care decisions on your behalf? These questions form the foundation of an effective estate […]

Exploring Long-Term Care Insurance Options Before You Need To

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  An estimated 70% of people over the age of 65 require some long-term care during their lives. How can you prepare if you’re one of them? To begin, it’s important to understand what long-term care insurance can and cannot provide. Long-term care insurance provides those with chronic illnesses or disabilities with ongoing care over […]

Top Tips for Multi-Generational Estate Planning

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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 […]

What To Know About Charitable Giving

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  The IRS generally allows taxpayers to deduct charitable contributions up to 50 percent of adjusted gross income. For certain private foundations, veterans organizations, fraternal societies, and cemetery organizations, the IRS limits deductions to 30 percent of adjusted gross income. Because these rules can get complicated, keep thorough records and discuss your tax situation with […]