Salem Estate Planning Attorneys

Casey & Lundregan, P.C., has been well-respected for its estate and tax planning work in Salem, Massachusetts, for more than three generations. Estate plans can be complicated. Developing a plan for the distribution of financial assets like investment accounts or real estate may take significant planning and research.

A good estate planning attorney will help clients maximize savings by minimizing taxes and legal fees and avoiding Probate Court. We understand that each client requires individualized attention and a personalized approach. This is the reason we are committed to spending the time needed to thoroughly research and prepare each estate plan.

Contact Casey & Lundregan, P.C., to help you develop an estate plan from start to finish. Call us at 978-224-8893 to get started.

Estate Planning For Every Situation

Trust is important when you are asked to share sensitive information like investment accounts or other financial information. Those whom we represent can rest assured in our reputation on the North Shore for handling sensitive data with the utmost care and professionalism.

In our practice, we frequently use the following tools:

  • Powers of attorney: A power of attorney (POA) document allows a person to grant legal decision-making authority to another. Legal authority can be broad or narrow depending upon the wishes of the individual. Among other uses, people use POAs to ensure that important decisions get made in the event of an emergency.
  • Wills: Most wills contain instructions about the disposition of property, money, life insurance plans and investment accounts. Wills also designate the person responsible for fulfilling the terms of the will.
  • Trusts: Trusts are used in a variety of situations. Consisting of a trustee and a beneficiary, they may attract those looking for greater control over asset distribution.
  • Health care proxies and medical authorizations: In Massachusetts, a health care proxy may be necessary to ensure that a loved one can make important health care decisions for you if you are unable to.
  • Guardianships: A court will name a guardian when it is concerned that an individual is unable to care for him or herself on a daily basis. Guardians are overseen by the court and are often subject to strict reporting requirements.

Schedule an estate planning evaluation with one of the Salem-based estate planning lawyers from Casey & Lundregan, P.C., and see how they can help you accomplish a plan specifically tailored to your needs. Contact us online or call 978-224-8893.