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Why More Families Are Challenging Trusts and What It Means for You
Many people create a trust to make things easier, but more families are facing disagreements over how trusts are handled after someone passes away. These situations can be stressful, especially…
How a Spendthrift Trust Can Shield Your Heirs’ Assets
Your hard work built something real, and you want it to lift your children and grandkids for years to come. A spendthrift trust can help keep that promise by putting…
How Mediation Can Help Resolve Disputes and Family Conflict
Grief and disagreements over an inheritance can create difficult family situations. Disputes involving a home, business interests, or heirlooms may become more complicated when court proceedings are involved. At Casey…
When to Consider a Neutral in an Estate or Trust Dispute
Estate and trust disputes can drain bank accounts and strain relationships that already feel fragile. Families want answers quickly, but the paperwork, history, and grief involved in these matters do…
What Does Step-Up in Basis Mean?
Passing wealth to the next generation can raise important questions, especially when taxes and inherited assets are involved. At Casey Lundregan Burns, P.C., we help Massachusetts families understand estate planning…
Is Mediation Legally Binding? An Overview of Settlement Agreements in Probate
Probate disputes drain families emotionally and financially. If you are involved in a will or trust dispute, you may be looking for a more efficient and less stressful way to…
Who Can Access Your Digital Accounts After You Pass Away?
Many families do not realize how much of life now exists online until they struggle to access a loved one’s accounts after death. At Casey Lundregan Burns, P.C., we help families…
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…