PLEASE NOTE: Casey & Lundregan, P.C. is committed to providing our clients with timely updates, reliable resources, and a safe environment to conduct necessary meetings during the COVID-19 (coronavirus) pandemic. We are offering our clients the ability to meet with us via telephone or through video conferencing. Please call our office to discuss your options and visit our Blog for updates and information.
The better you understand your options when it comes to estate planning, the more power you have to make beneficial decisions. The Setting Every Community Up for Retirement Enhancement Act became law at the beginning of 2020. It contains numerous provisions that...
Designing an estate plan is only the beginning. Maintaining your plan over time and modifying it as your life progresses will keep it working the way you intend it to. Knowing the types of circumstances that could impact your plan can help you stay vigilant about...
Your will is the vehicle through which you ensure your loved ones' care when you are no longer able to do so in person. It is an expression of your final wishes and feelings. The overruling of it after your ability to fight is gone is therefore an event you probably...
When an individual creates a will, he or she names a personal representative, or executor, who will be responsible for handling affairs of the estate after death. In addition to locating the will and notifying heirs, the executor helps to move certain assets of the...
An estate plan comprises many different parts spanning from crucial components like your will, to the people you want holding power. A healthcare proxy will serve as one of the latter, and they play an important role in your end-of-life period. A healthcare proxy will...
Estate planning is essential for all couples, yet it is even more so if you are not married. Spouses have more rights in certain areas than unmarried partners. Family members who disapprove of your partner or situation may take advantage of this to put their interests...
Medicaid is sometimes a frustrating topic for people who have a significant number of assets. The last thing you want to have to do is to spend down your assets to qualify. Spending down your assets means that there will be fewer to pass on to your loved ones after...
If you haven't done so already, then you'll want to start thinking about the estate planning process the moment that you find out that you're having a baby or adopting a child. One of perhaps the most important decisions you'll need to make is whom you want to appoint...
Going through a divorce changes every aspect of your life, for better and for worse. If you are currently navigating a divorce, you may be trying to handle the logistical and emotional aspects at the same time. While this is difficult, it is often necessary in order...
People often assume that estate planning is really just something to think about well after they’re “over the hill.” Many wait to do serious planning until they’re in their 50s and 60s after their own children have left the house and they’ve become grandparents. ...
