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Mackay Dressler Law Firm

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Financial Planning

What Is Protected From Creditors?

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  The executors are settling an estate — but the decedent owes money. What can the creditors take, and what is reserved for the inheritors? There is no easy answer, and a variety of federal and state laws apply. To start with, retirement accounts that qualify under the Employee Retirement Income Security Act are generally protected from […]

How to Create a Business Succession Plan

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Knowing how to create a business succession plan is essential for any business to ensure continuity and stability in the case of an unexpected event. A well-crafted succession plan places the right people in leadership roles and outlines specific procedures for how operations will be managed in the event of an emergency. There is an […]

The Latest on Digital Asset Reporting

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  Digital assets are a form of value, like cash, but they exist only in digital form and are protected by strong cryptography. These assets often operate on a blockchain, distributed ledger, or any similar technology. Common digital assets include virtual currency and cryptocurrency, stablecoins, and non-fungible tokens. Among digital asset transactions are: If you […]

Working in Retirement: Does It Affect Your RMDs?

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  You may have many questions about working after retirement. Can you still contribute to retirement accounts? How does working affect your required minimum distributions? Let’s start with contributing to retirement accounts You should be able to contribute to your employer’s qualified retirement plan regardless of your age. In some instances, you can also contribute […]

Estate and Gift Tax Planning and the TCJA

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  It is somewhat unusual to highlight 2026 taxes in 2024, but we are in an unusual situation: Many of the provisions in 2017’s Tax Cuts and Jobs Act will expire at the end of 2025 unless Congress acts to extend them. Taxpayers need to be aware of how they will be affected so they […]