It is normal to go through a period of uncertainty and discomfort after retiring since your routine has been disrupted. Many people report that the most common challenges are boredom and a sense of irrelevance. Instead of concentrating on what you are leaving behind in your career, it can be more helpful to think […]
Seniors
Term Life Insurance: Renewable?
Term life insurance is a form of financial protection that lasts for a certain number of years, usually from 10 to 30. You pay a premium, often on a monthly, quarterly, or annual basis, to keep your coverage active. If you die during your policy’s term, your life insurer will pay out your death […]
Define Your Estate Planning Objectives
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 […]
Including Grandchildren In Your Estate Plan
Hey there, my name is Bridget MacKay. I’m an attorney at MacKay Dressler here in Petaluma, California. And today I want to talk a little bit about giving to your grandchildren through your trust. This is a question I get often in client meetings where grandparents want to leave something directly to grandchildren. And […]
Tips for a Smooth Transition to Senior Care
If you are thinking about having a conversation with your loved one regarding senior care, you are not alone. While there is no right time to have this important conversation, the best time is to have the discussion before a crisis arises and the need is urgent. Keep in mind that the talk can […]
Do You Know If Your Parents Have a Plan?
Hey, my name is Bridget MacKay. I’m an attorney here at MacKay Dressler in Petaluma. And today I want to talk to you about your parents. So, I often have clients whose parents are still alive, and they don’t know whether their parents have a plan. And I find this very surprising and scary. […]
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