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ESTATE TRUSTEE FEES-CaseyandLundregan

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…

LivingWill-CaseyandLundregan

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…

AgingIsTheSignOfASuccessfulLife-CaseyandLundregan

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…

DoYouHaveALovedOneWithSpecialNeedsConsideraSpecialNeedsTrust-CaseyandLundregan

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…

YouHaveaWill_IsThatEnough-CaseyandLundregan

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…

HowToAvoidOrDealWithProbate-CaseyandLundregan

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…

6StepEstatePlanForYouAndYourParents-CaseyandLundregan

6 Step Estate Plan For You And Your Parents

July 30, 2019

READ THIS IF YOU WANT TO PROTECT YOU AND YOUR PARENTS WITH A PROVEN ESTATE PLANNING FORMULA… We’d been married for more than 30 years and were very close with…

TheSeriousRisksofSelfSettledTrusts-Spare2

The Serious Risks of Self Settled Trusts

January 13, 2019

In a recent interview I did, I revealed how self settled trusts leave people’s assets exposed. While establishing self settled trusts in the place of more conventional asset protection plans…

DoctorsAvoidMistakesProtectingTheirAssets-CaseyandLundregan

How Doctors Can Avoid Mistakes When Protecting Their Assets

November 8, 2018

Because doctors are so vulnerable of being sued in a medical malpractice suit, they must proceed with extreme caution in protecting their assets. Here are some common missteps made by…