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What Is Probate In Massachusetts?

April 16, 2024

The passing of a loved one is never easy, and the legal process that follows can add to the stress.  At Casey Lundregan Burns, P.C., located in the heart of…

Is It Possible To Avoid Probate In Massachusetts?

April 10, 2024

At Casey Lundregan Burns, P.C., we often encounter clients curious about the probate process in Massachusetts and whether it is possible to bypass this legal procedure.  Probate can be a…

What Are The Tax Implications In Massachusetts?

April 8, 2024

Understanding the tax implications of estate planning in Massachusetts is critical for ensuring your assets are managed and distributed according to your wishes. At Casey Lundregan Burns, P.C., we are…

Planning for Changes in Estate Taxes and Other Issues in 2024

March 23, 2024

On October 4, 2023, Massachusetts Governor Maura Healy signed a $1 billion tax reform package into law, including the first tax cuts in over 20 years for the Commonwealth of…

Sellers Could Face Transfer Fees in Real Estate Deals to Fund Housing Initiatives

February 29, 2024

As part of a $4 billion bond bill aimed at increasing affordable housing options in Massachusetts, the Healey administration proposes to grant municipalities the ability to impose a transaction fee…

What Steps Should I Take to Avoid Probate in Massachusetts?

December 10, 2023

In Massachusetts, probate is the court-supervised procedure of authenticating a last will and testament, if one exists, and administering the decedent’s estate. The process involves determining the deceased’s assets, paying…

What Is a Trust?

December 7, 2023

Understanding the world of trusts can be a daunting task, but you are not alone. We understand the unique aspects of Massachusetts trust law and can help tailor a trust…

How Do I Include My Charitable Giving Wishes in My Estate Plan in Massachusetts?

November 16, 2023

For many individuals, charitable giving is not just an act of generosity but also a reflection of their values and desires to leave a lasting impact. When considering one’s legacy,…

Following Changes in Massachusetts Estate Tax Laws, Should You Adjust Your Estate Plan to Keep Up?

November 13, 2023

For years, Massachusetts estate tax has affected families in a wide range of circumstances. While federal estate taxes have a high threshold and only apply to estates valued at over…