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Irrevocable Trusts in Massachusetts: Strategic Planning for a Secure Future
At Casey Lundregan Burns, P.C., we know how important it is to plan for the future, especially when it comes to protecting your assets and preserving your legacy. The decisions…
Navigating the New Federal BOI Reporting Requirement
In 2021, Congress enacted the Corporate Transparency Act that required many businesses in the United States to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN) effective January…
The Difference Between a Testamentary Trust and a Living Trust in Massachusetts
For some, estate planning may seem overwhelming, especially when considering the number of options available for protecting and distributing your assets. Among these options are trusts. While trusts offer a…
What Happens To Assets That Are Not Included In The Will in Massachusetts?
Dealing with the distribution of assets after a loved one’s passing can be a complex and emotional process. At Casey Lundregan Burns, P.C., we understand these challenges and make it…
How Are Debts and Taxes Handled During Probate in Massachusetts?
At Casey Lundregan Burns, P.C., we recognize the toll probate after the loss of a loved one can be daunting, especially when it involves the complexities of managing debts and…
How Do I Fund a Trust?
Trust funding is a vital aspect of estate planning that helps ensure your trust operates as intended. At Casey Lundregan Burns, P.C. our team of experts are here to guide…
What Assets Are Countable And Non-Countable For Medicaid Eligibility In Massachusetts?
At Casey Lundregan Burns, P.C., we understand that Medicaid eligibility in Massachusetts can be complex, especially when it comes to distinguishing between countable and non-countable assets. Our aim seeks to…
How Long Does The Probate Process Take In Massachusetts?
At Casey Lundregan Burns, P.C., we understand the complexities surrounding probate in Massachusetts along with the concerns and questions this process may raise. In this blog we outline several factors…
What Is Medicaid Planning, And How Does It Relate To Asset Protection In Massachusetts?
At Casey Lundregan Burns, P.C., we recognize the complexities and challenges topics concerning Medicaid planning and asset protection present to our clients. Our approach is to simplify these concepts, making…