Blog
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…
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,…
What Happens to Property Not in a Trust After Death?
Trusts can be a strong way to pass property to loved ones, yet many families still wonder what happens to assets that never make it into the trust. This question…
New Year, Fresh Start: Is Your Estate Plan Up to Date?
As the holidays wind down and the calendar flips, many of us start thinking about a reset. We promise to get organized, focus on health, and plan ahead. One key…
Is Your Trust “Suffocated?” 5 Signs of an Underfunded Trust
A trust can be the heart of a solid estate plan for Massachusetts families, but it only works if it actually holds your assets. At Casey Lundregan Burns, P.C., we…
The 5 Best Trust Strategies for Blended Families
Blended families are common in Massachusetts, and with that comes a mix of goals, loyalties, and real concerns about fairness. Without a thoughtful plan, even loving families can face stress…