SETTLING AN ESTATE-CaseyandLundregan

The 4 Things You Should Know About Settling An Estate

January 5, 2021

If you’re responsible for settling the estate of a deceased family member or friend, you’ll probably find that you could use expert assistance at some point, from legal advice to…


The Pros & Cons Revealed: Corporate Fiduciary Over Friends And Family?

January 5, 2021

You might pick a corporate fiduciary over friends and family Appointing someone as fiduciary over your estate or trust is a decision that shouldn’t be taken lightly. When it comes…


The BIG Question If You’re A Successor Trustee… Do You Need Help?

January 5, 2021

How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they have a revocable living trust, then the process of settling their final affairs…


Estate Trustee Fees—How Much & Who Gets Paid?

January 5, 2021

Probate is much maligned. To hear some folks talk, having your estate subject to probate is worse than dying. What’s all the fuss about? Understanding Probate Probate is a title…


Living Will – A Guide To Documenting Your Future Wishes

August 22, 2019

Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we want our dying to be meaningful and merciful, it is imperative…


Aging Is The Sign Of A Successful Life

August 16, 2019

Your aging is a success story. After all, when you think about the alternative to aging your perspective about getting older shifts. You should start seeking self-sufficiency for your retirement…


Do You Have a Loved One With Special Needs? Consider a Special Needs Trust

August 9, 2019

What is a Special Needs Trust? In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or…


You Have A Will: Is That Enough?

August 2, 2019

Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations are in order – you’re…


How To Avoid Or Deal With Probate

July 30, 2019

First we will start off on the top 3 ways to AVOID probate and after we will go into dealing with it if you’re in the middle of it right…