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October 2018 Archives

Common questions about the benefits of trust funds

Many people choose to create trust funds for the benefit of their loved ones. Trust funds have a great number of benefits, and they are not only for the extremely wealthy. If you are starting to plan your estate in the state of Massachusetts, it may be worthwhile for you to take the time to understand more about their benefits.

Estate plans are more than just wills and trusts

Part of planning your estate is making sure that you have just about any situation that might pop up covered. It is easy to focus on the distribution of assets but there is much more to it. The goal is that your family members won't have to guess about what you want if a time comes when you are unable to convey your wishes.

Considerations when the will maker had a mental illness

Mental health issues such as depression, anxiety and bipolar disorder can have a profound effect on the way people make decisions. While mild depression and anxiety can affect many of us, severe mental illness can mean that people are classed as mentally incompetent for the purposes of making legally recognized decisions.

The tax benefits of starting a charitable trust

When you think about the legacy that you want to leave at the end of your lifetime, it is likely that you have considered leaving a portion of your estate to a certain charity. If you have contemplated this idea but up to now have refrained from taking action, it is important to know that setting up a charitable trust might be simpler than you think. In addition, it may benefit you from a tax perspective.

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

Phone: 978-224-8893
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