Blog
How Trust Principal vs. Income Affects Your Annual Distributions
Trust distributions can feel confusing. At Casey Lundregan Burns, P.C., we have helped Massachusetts families work through these questions for more than 90 years. Our goal here is simple: show…
Revocable Trust vs. Irrevocable Trust in Massachusetts
Choosing between a revocable trust and an irrevocable trust can feel like a fork in the road. Each path solves different problems, and in Massachusetts, the details matter for taxes,…
Is Breach of Fiduciary Duty a Crime? Civil vs. Criminal Consequences
Someone trusted with your money or your family’s estate has an obligation to act with care and loyalty. When that trust breaks, the fallout can be financial, personal, and sometimes…
Fiduciary Responsibility Guide: Litigation, Power of Attorney, and Trust Accounting
For more than 90 years, Casey Lundregan Burns, P.C., has helped Massachusetts families set clear rules and fix problems when a fiduciary role gets tough. This guide walks through the…
Snowbirds: Essential Steps Before Heading South
As winter approaches, many Massachusetts residents are preparing to migrate south for the winter. If you are among these snowbirds planning to spend time in Florida, now is the perfect…
Avoid Probate Delays During the Holiday Season
At Casey Lundregan Burns, P.C., we have proudly served Massachusetts families for over 90 years. The holiday season is a time for family and reflection, but it can also bring…
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…