On behalf of Casey & Lundregan, P.C. | Dec 28, 2018 | Estate Planning
When former President George H.W. Bush, a Massachusetts native, passed away in November, he joined his beloved wife, Barbara, who died in April. It isn’t uncommon to see couples who have been married a long time – the Bushes were wed for 73 years –...
On behalf of Casey & Lundregan, P.C. | Dec 20, 2018 | Estate Planning
We all think of life insurance as a way to provide cash to our loved ones upon our unexpected deaths. But life insurance is more than that. It’s actually can be a key part of an estate planning portfolio for many Massachusetts residents. Here are some thoughts...
On behalf of Casey & Lundregan, P.C. | Dec 14, 2018 | Wills And Trusts
You develop your estate plan to try to make sure all runs smoothly after you pass away. It doesn’t always happen that way. Your heirs could take exception to your bequests, upset that you didn’t leave them what they think they deserve. A challenge could...
On behalf of Casey & Lundregan, P.C. | Dec 7, 2018 | Estate Planning
A health care proxy is a legal document that allows you to choose an alternate decision maker for your health care in case you become unable to make your own medical decisions. Regardless of where you live in the country, having a health care proxy keeps you in...
On behalf of Casey & Lundregan, P.C. | Dec 6, 2018 | Wills And Trusts
We hear the term “trust fund baby” and think of children who attend boarding schools, go on to Ivy League colleges and summer in the Hamptons or Europe in between. That is far from true. You don’t have to be among the elite in Massachusetts to start...
