On behalf of Casey & Lundregan, P.C. | May 20, 2019 | Estate Planning
Some people in Massachusetts who open an IRA may not put much thought into the beneficiary designation or may think it is something they can take care of later. However, it is important to name the right beneficiary and update the designation as needed. A person who...
On behalf of Casey & Lundregan, P.C. | May 14, 2019 | Uncategorized
Throughout your life, you have been fortunate. Your hard work paid off, and your savvy investments allowed you to spend many comfortable years doing what you enjoy. Others in your position may have traveled, built their dream home or lavished their wealth on their...
On behalf of Casey & Lundregan, P.C. | May 7, 2019 | Estate Planning
People in Massachusetts thinking about their future may consider their wills, trusts and other estate documents, but they may not turn their attention to the company benefit plans that they often signed up for on their first day of work. These benefits can be...
On behalf of Casey & Lundregan, P.C. | May 1, 2019 | Uncategorized
Many people have a general understanding of what a durable power of attorney offers. However, people can also be misguided by common misunderstandings. A durable power of attorney is an estate planning document that allows you to choose someone, called an...
