On behalf of Casey & Lundregan, P.C. | Aug 6, 2020 | Wills And Trusts
A will is an important part of most estate plans. Because it is typically a foundational component of the estate planner’s estate plan, and of achieving their wishes, estate planners should be familiar with the requirements for a will to be valid. What makes a will...
On behalf of Casey & Lundregan, P.C. | Jul 23, 2020 | Wills And Trusts
As most residents of the Boston area know, Medicaid is a federal economic assistance program that is designed to provide financial help to persons with disabilities and limited income. In order to qualify for Medicaid, a person’s income and assets cannot exceed the...
On behalf of Casey & Lundregan, P.C. | Jul 13, 2020 | Medicaid Planning And Elder Law, Wills And Trusts
Salem area residents may already know that a stay in a nursing home can be extremely costly. They may want to utilize Medicaid benefits to help pay for long-term care but may be concerned that they will have to deplete their assets to qualify, leaving their heirs with...
On behalf of Casey & Lundregan, P.C. | Mar 5, 2020 | Wills And Trusts
Depending upon the types of disabilities or needs that a person faces an individual may be able to secure certain financial benefits from the federal government. For example, when an individual has a disease or ailment that prevents them from working and that is...
On behalf of Casey & Lundregan, P.C. | Mar 3, 2020 | Wills And Trusts
If you have ever found yourself being admitted to a hospital, or in any other situation that involves triage, you have likely been asked whether or not you have a living will. It is probably safe to say that a great majority of people do not know that a living will is...
On behalf of Casey & Lundregan, P.C. | Jan 17, 2019 | Wills And Trusts
You have considerable assets to leave to your children. Two of them are very responsible with money. The third one isn’t. You want the money to last that child for a long time. There is a way you can do that. It’s called a spendthrift trust. A spendthrift...
On behalf of Casey & Lundregan, P.C. | Jan 10, 2019 | Wills And Trusts
The highest court in Massachusetts has ruled that when a spouse isn’t mentioned in a will, they will receive one-third of the deceased spouse’s estate. That recent decision of the Supreme Judicial Court has set a precedent for dealing with blended...
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 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...
On behalf of Casey & Lundregan, P.C. | Nov 9, 2018 | Wills And Trusts
When planning your estate, it is likely that you will have read about the different types of trusts. But the differing types of wills are less frequently discussed and explored. If you are looking into the different options for your estate plan, it is a good idea to...
