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Mackay Dressler Law Firm

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Living Trust

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 […]

Using Values in Estate Planning

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  Your legacy encompasses more than your financial assets; it also includes the values you modeled, the priorities you set, and the intentions you formalized during your lifetime. Additionally, the stories you share and the traditions you maintain contribute to your values legacy. Your values legacy can help you determine the best way to build […]

Myth vs. Reality: My Family Will Automatically Know What to Do

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So this myth is also a version of like, I hear, well, this person who I have, my son, my daughter, my friend as my trustee, and they’re very smart, and they’re good with money. They may even be an attorney, a CPA, or some kind of professional that we assume will know how to […]

How to Transfer Your Home to Your Children the Smart Way

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  Hi there. My name is Miranda Dressler, an attorney with the MacKay Dressler Law Firm in Petaluma, California. And today we’re going to be talking about a little bit about one of the most common questions we get around property, which is, you know, how can I pass my home to my children without […]

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 […]