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Blended Families and Estate Plans: What to Know
Why Blended Families Need Extra Attention In a first marriage, spouses and children are often the same people on both sides. In a blended family, that is not always true.…
How to Close Out a Trust After Death
After a loved one passes, the trust paperwork can feel overwhelming while you are grieving. Casey Lundregan Burns, P.C., has helped Massachusetts families through trust and estate matters for more…
Trust Protector vs. Trustee: What is the Difference?
Trusts only work well when the right people are in the right roles. Many families in Massachusetts ask us who handles the money, who keeps an eye on the trustee,…
What Happens to Property Not in a Trust After Death?
Trusts can be a strong way to pass property to loved ones, yet many families still wonder what happens to assets that never make it into the trust. This question…
New Year, Fresh Start: Is Your Estate Plan Up to Date?
As the holidays wind down and the calendar flips, many of us start thinking about a reset. We promise to get organized, focus on health, and plan ahead. One key…
Is Your Trust “Suffocated?” 5 Signs of an Underfunded Trust
A trust can be the heart of a solid estate plan for Massachusetts families, but it only works if it actually holds your assets. At Casey Lundregan Burns, P.C., we…
The 5 Best Trust Strategies for Blended Families
Blended families are common in Massachusetts, and with that comes a mix of goals, loyalties, and real concerns about fairness. Without a thoughtful plan, even loving families can face stress…
Trustee Violated the Trust? Here Are Your Legal Options
When a trustee goes off course, the trust’s value and your peace of mind can take a hit. Casey Lundregan Burns, P.C., with three generations serving Massachusetts families, has handled…
Will Your Trust Be Divided in a Divorce? It Depends
Divorce mixes legal questions with real-life stress, and trusts can make the mix feel even heavier. Maybe a parent set up a trust for you years ago, or you built…