Casey & Lundregan, P.C.

Attorneys At Law

Call for a free consultation

Local 978-224-8893

Toll free 800-785-3588

September 2018 Archives

When does someone have the capacity to make a will?

In order for a person to be able to make a valid will, they must be of sound mental capacity. This is because if someone does not have the mental clarity to make an informed decision, they could make a will that does not reflect their true wishes. In addition, when a person is suffering from a mental illness or a mental incapacity, it can make them vulnerable to people who wish to exert undue influence for their own personal gain.

You don't need 6 figures in assets to create a solid trust

People have long associated trusts with the super-wealthy. There is a common misconception among people that trusts only help those with hundreds of thousands or millions of dollars in assets. The average family creating an estate plan or last will will not have that amount of money to worry about. Maybe there is only $20,000 in savings and some equity in the family house.

Understanding inheritance tax in Massachusetts

Taxes are imposed on almost all types of income, whether that is your paycheck from work or an inheritance from a loved one. When a person is planning their estate, they will naturally want to minimize the amount of taxes they will be liable for, because the more taxes they pay, the less there will be left to go to their beneficiaries.

Planning your estate with your special needs child in mind

Estate planning often starts with assessing how you would like the future to look like for your loved ones. When you have a special needs child, this is likely to mean that you will want to make sure that they have access to adequate care and support throughout their lives. As a parent, you may not always be able to care for your special needs child in person, but you can set up your estate to ensure that they are always protected.

Experienced Local Attorneys

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

Phone: 978-224-8893
Toll Free: 800-785-3588
Fax: 978-745-3607
Salem Law Office Map

Review Us
Mass Academy Credit Cards