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July 2017 Archives

Philip Seymour Hoffman made a huge estate planning error

Just because a person has a great deal of wealth does not mean that they understand how to handle it effectively or protect it in the event that they pass away. In the last couple of years, the deaths of several celebrities with large estates have shed light on just how dearly poor planning can cost one's heirs.

Things you need to know about a special needs trust

Are you concerned about what will happen to a loved one with a disability after you pass on? If so, one of the best things you can do is create a special needs trust. This may not put your mind entirely at ease, but it will go a long way in helping you feel better about the future.

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Casey & Lundregan, P.C.
71 Washington Street
Salem, MA 01970

Phone: 978-224-8893
Toll Free: 800-785-3588
Fax: 978-745-3607
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