Blog
Understanding Your Rights as a Beneficiary in Massachusetts
When a loved one passes, beneficiaries may find themselves in challenging situations involving estates and trusts. At Casey Lundregan Burns, P.C., we understand the importance of protecting beneficiaries and ensuring…
Protecting Your Assets: MassHealth Estate Recovery in Massachusetts
For Massachusetts residents, understanding how MassHealth (Medicaid in Massachusetts) can impact your assets is critical, especially when it comes to MassHealth Estate Recovery. Understanding MassHealth Estate Recovery MassHealth Estate Recovery…
Can You Sell a Home in an Irrevocable Trust?
Managing assets like real estate in an irrevocable trust can sometimes present challenges, but trusts also provide many benefits. Selling a home held in an irrevocable trust is possible, though…
What to Expect at a Probate Hearing
Formal probate in Massachusetts often involves frequent attendance to court hearings in addition to the responsibilities and expenses that come with any probate filing. At Casey Lundregan Burns, P.C., we…
Can an Irrevocable Trust Secure a Mortgage in Massachusetts?
When it comes to estate planning, irrevocable trusts can play a vital role in preserving assets for your loved ones. However, questions often arise regarding the flexibility of these trusts,…
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…