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This Estate Planning Mistake Could Cost You Millions
An update to the U.S. Tax code will increase the estate exclusion amount from $13.99 million to $15 million in 2026. This exclusion will allow estates to now transfer up…
Sibling Abusing Power of Attorney? Here Are Your Legal Options
Families are built on trust, so suspected power of attorney abuse hits hard. You might see odd bank activity, tense visits, or a parent who suddenly seems cut off. At…
Why October Is the Perfect Time to Tackle Your Estate Plan
At CASEY LUNDREGAN BURNS, P.C., we have proudly served Massachusetts families for over 90 years. October is National Estate Planning Awareness Month and the perfect time to pause, reflect, and…
How to Resolve Ambiguous Language in Wills and Trusts
Grief mixed with confusing legal papers can feel like a lot. Small wording problems in a will or trust turn into big questions about who gets what and when. For…
How to Appeal a Probate Court Decision in Massachusetts
Disagreeing with a Probate and Family Court order can feel frustrating, especially if the outcome affects family, money, or long-term plans. Appeals exist for moments like this, where you want…
What Is a Disinheritance Clause? Definition & Examples
Families sometimes ask how to leave someone out of a will without confusion or court fights. That is where a disinheritance clause comes in. At Casey Lundregan Burns, P.C., we…
Why Settle? The Strategic Advantages of Estate Mediation vs. a Trial in Massachusetts
Estate fights can often feel like quicksand…the more you struggle, the deeper you go. In Massachusetts, plenty of families are surprised to learn there is a simpler path that still…
Trustee Removal Petition: How to File and Win in Court
Disputes between trustees and beneficiaries happen, even in the most careful families. When a trustee blocks information, favors themselves, or just will not do the job, the trust can suffer…
Trustee Refuses to Give Accounting? Your Legal Options Explained
Silence from a trustee feels alarming, especially when you are waiting for answers about money that affects your life. If you are not getting an accounting, you are left guessing…