On behalf of Casey & Lundregan, P.C. | Feb 24, 2020 | Estate Planning
An effective estate plan helps assure that your wishes are carried out after your death. But proper estate planning is ongoing and common errors should be avoided. No plan A basic estate plan includes a will which contains specific information on who receives assets,...
On behalf of Casey & Lundregan, P.C. | Feb 11, 2020 | Estate Planning
It is a right of passage for young adults in Salem to fly the proverbial nest and make their way in the world. Many young adults take advantage of this time in life to focus on their careers and engage in hobbies and travel. Their future is exciting. However, does a...
On behalf of Casey & Lundregan, P.C. | Feb 4, 2020 | Estate Planning
Although the probate process can be simplified or foregone altogether, in some cases it can be enormously complex. In some instances, for example, individuals own property in multiple states. Since property generally must be probated in the state where it physically...
On behalf of Casey & Lundregan, P.C. | Feb 4, 2020 | Estate Planning
On its face, estate administration seems rather simple. After all, it is merely the process of handling an estate, ensuring that assets and debts are handled in accordance with estate planning documents and in compliance with the law. Yet, oftentimes disputes arise...
On behalf of Casey & Lundregan, P.C. | Feb 4, 2020 | Estate Planning
Many people think that estate planning is about nothing more than figuring out how their assets will be passed down to their loved ones. While asset distribution certainly is a major part of estate planning, it is not the only matter that needs to be addressed to...
On behalf of Casey & Lundregan, P.C. | Feb 4, 2020 | Estate Planning
Although one of the main goals of estate planning is to protect your assets and the financial well-being of your loved ones, the truth of the matter is that an estate plan can quickly divide a family. This is especially true when the terms of an estate plan create...
On behalf of Casey & Lundregan, P.C. | Feb 4, 2020 | Estate Planning
Life can change in the blink of an eye. When it does, Massachusetts residents need to be prepared that their assets and their loved ones are as fully protected as possible. Oftentimes this means revisiting an existing estate plan. Yet, many individuals fail to...
On behalf of Casey & Lundregan, P.C. | Jan 13, 2020 | Estate Planning
An essential part of estate planning is making sure your end-of-life medical care lines up with your expectations, even if you’re unable to say the words. It starts with outlining the care you want, but you’ll also want to make sure those that need access to your...
On behalf of Casey & Lundregan, P.C. | Nov 5, 2019 | Estate Planning
Parents may want to find someone who can care for their child if something happens to them. Often, people remember hearing when they were younger that an extended family member was their godparent. While these figures can be both a godparent and a guardian, one...
On behalf of Casey & Lundregan, P.C. | Aug 29, 2019 | Estate Planning
In many cases, a Massachusetts resident who has a trust won’t necessarily need a will. This is because the trust has many of the same testamentary capabilities as a will. However, the estate owner should remember that a trust needs to be properly funded before...
