On behalf of Casey & Lundregan, P.C. | Jun 23, 2020 | Estate Plan, Estate Planning
There are many families in the Salem area who have taken the time to create an estate plan. For those who haven’t, they may know the reasons why an estate plan is a good idea but haven’t had the time yet. To add to the list of reasons why an estate plan is important...
On behalf of Casey & Lundregan, P.C. | Jun 5, 2020 | Estate Plan, Estate Planning
Many Massachusetts residents delay the important task of estate planning for years longer than they know they should. However, when they finally get an estate plan drafted, executed and finished, it can be a great relief. But, those individuals who have taken the...
On behalf of Casey & Lundregan, P.C. | May 26, 2020 | Estate Plan, Estate Planning
Most Massachusetts residents know that they should have an estate plan in place but, for a wide variety of reasons, many people put off this important task. A recent news article noted some of the common concerns that people have when it comes to the need for estate...
On behalf of Casey & Lundregan, P.C. | Apr 7, 2020 | Estate Plan, Estate Planning
For many Massachusetts residents, the fact that they do not have an estate plan in place doesn’t bother them. But, it should. As a recent article pointed out, there are only so many places that assets can pass to, including family, friends, charities or the...
On behalf of Casey & Lundregan, P.C. | Mar 31, 2020 | Estate Planning
We are certainly living in an unprecedented time. Just turning on the news broadcast invokes a sense of panic and uncertainty. While there are numerous concerns during the COVID-19 public health emergency, there is one thing that individuals and families can do as a...
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...
