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Common Problems Faced by Out-of-State Executors
Have you been named an executor for a Massachusetts Estate but live somewhere else? The work involves court filings, money decisions, and a home that needs care, all while juggling…
Massachusetts Homestead Act vs. Asset Protection Trusts: What Homeowners Should Know
Your home is most likely your biggest financial asset and the center of family life. At Casey Lundregan Burns, P.C., we have spent over 90 years helping Massachusetts families protect…
What Happens if a Trust is Not Funded?
An unfunded trust is like a beautiful house with no furniture. It looks complete from the street, yet inside, there is nothing to fulfill its purpose. Many families are surprised…
What to Do With an Inherited IRA
At Casey Lundregan Burns, P.C., we have served Massachusetts families for more than 90 years, and our firm provides steady guidance to help you manage retirement accounts with care and…
What is a Trust Protector? Roles, Powers, and Benefits Explained
Big life changes can shake a long-term trust, and families want a backstop that keeps the plan on track. At Casey Lundregan Burns, P.C., we have served Massachusetts families for…
The Hidden Disadvantages of Joint Tenancy in Estate Planning
Joint tenancy sounds simple. Add a name to the deed or account, and the survivor gets it without a court. That promise of speed can be tempting when you just…
Planning Ahead to Prevent Family Disputes Over Estates
Spring often brings families together through graduations, weddings, and long weekends. With more time spent reconnecting, old tensions can quietly resurface. In these moments, questions about the future may arise,…
Legal Planning for Caregivers: Protecting Your Parents and Your Children
Legal Planning for Caregivers: Protecting Your Parents and Your Children Caregiving often pulls us in two directions: caring for aging parents while raising kids of our own. The love is…
Exploring Alternatives to Power of Attorney for Incapacity in Massachusetts
Planning for a time when you might not be able to make decisions feels heavy, yet it is one of the kindest gifts you can give your family. Many people…
