Blog
Why Your Trust Might Fail: 7 Common Mistakes
Trusts can keep your family out of court and out of the spotlight, yet they only work if they are built and maintained the right way. At Casey Lundregan Burns,…
How a Bypass Trust Can Help You Avoid Estate Taxes
Estate planning matters for Massachusetts families, even if you feel like taxes will not touch your household. The state has its own estate tax system, and it can hit families…
Is Gifting Money to Adult Children the Best Estate Strategy?
Helping adult children with cash gifts can feel like the right move, especially when you see them building a life. Many parents want to share while they are alive, not…
What Does Step-Up in Basis Mean?
Inheriting a home or stock often feels like a blessing, but then tax questions pop up, and you wonder what the true cost will be. A step-up in basis can…
Your Digital Life Deserves a Place in Your Estate Plan
Have you ever wondered what happens to your online life if you are no longer here to manage it? Most of us think about homes, bank accounts, maybe even heirlooms. But…
Celebrating 100 Years of Service and Trust
For 100 years, Casey Lundregan Burns, P.C. has had the privilege of serving our clients throughout the Commonwealth of Massachusetts. This centennial milestone means a great deal to us. Generations…
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,…