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If You Want to Protect Your Assets from Nursing Home Costs, You’ll Need More Than a Living Trust

March 8, 2023

Living trusts are an excellent tool for accomplishing several estate planning goals. However, if you are hoping to protect your assets from nursing home costs, you will need more than…

Document Your Future Wishes with a Living Will

February 22, 2023

Thinking about the circumstances of your death is not a task most people look forward to. However, when asked, most people say they would prefer to pass away quietly at…

ProbateWorries-CaseyandLundregan

Probate Worries? Read This…

December 14, 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 proceeding.…

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The 8 Things That Add Months Of Delays To A Probate Case

December 14, 2021

Probate can be avoided through various means, but many people don’t realize it. They fail to make estate plans so their assets end up at the mercy of the court.…

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The Probate Checklist Every Executor Should Have

May 3, 2021

Most Estates That Require Probate Follow These Steps The deceased can’t own property, so it must be legally transferred from her ownership into that of a living beneficiary when she…

WHENISPROBATENECESSARY-CaseyandLundregan

QUESTION: When Is Probate Absolutely Necessary?

May 3, 2021

Disclaimer: This article is purely informational and is not meant to be legal advice. If you have any questions, please consult a probate attorney. Coping with loss when a beloved…

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What Happens During Probate

May 3, 2021

Probate is the court-supervised process of authenticating a last will and testament if the deceased made one. It includes locating and determining the value of the person’s assets, paying their…

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12 Common Mistakes Executors Make In Probate

May 3, 2021

Many people have heard of the probate and estate settlement process but wonder what it is and what the probate process entails. To put it simply, probate is the process…

NamedAsSuccessorTrusteeNowWhat-CaseyandLundregan

Named As A Successor Trustee? Now What?

January 8, 2021

Your friend or loved one has written their revocable living trust — and they just named you as their Successor Trustee or Alternate Successor Trustee. We’ve prepared this short overview…