Estate Planning?

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 to $15 million without any tax liability. Additionally, married couples have a special provision called portability, which allows a surviving spouse to use any unused…

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 focus on family, security, and clarity about the future. A well-prepared estate plan protects your wishes, prevents confusion, and can bring lasting peace of mind.…

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 protects rights and assets. At Casey Lundregan Burns, P.C., we have helped Massachusetts families for 90-plus years. Our work in probate and trust disputes shows…

Family estates often stir up strong feelings, and those feelings can boil over when the person in charge of the probate seems to be falling short. Massachusetts law does offer a path to change that leadership, yet the rules are strict, and the court will ask for solid proof. At Casey Lundregan Burns, P.C., we…

Even the most carefully written estate plans can lead to disputes when something does not sit right with a beneficiary. At Casey Lundregan Burns, P.C., we have spent more than 90 years helping Massachusetts families handle estate challenges with clarity and care. One common concern is the no-contest clause, also known as an in terrorem…

Few probate battles stir up stronger feelings than a fight over a loved one’s will. Questions about fairness, family promises, and final wishes all surface at once. At Casey Lundregan Burns, P.C., we have spent more than ninety years helping Massachusetts families sort through these disputes and protect their legacies. Discovery in Massachusetts Will Contests…

Turning 18 marks a major milestone. It comes with new rights, responsibilities, and legal independence. From managing finances to making medical decisions, young adults are suddenly expected to handle matters on their own. At Casey Lundregan Burns, P.C., we have spent more than 90 years helping Massachusetts families handle these transitions with confidence. In this…

Graduating from high school is a memorable milestone in everyone’s life and brings the joys of newfound independence and an exciting range of opportunities. It’s a time to explore career paths, consider a suitable college major, or take your first steps into the workforce. In the middle of all the excitement, it’s very easy to…

Estate planning often seems like a daunting task and can likewise feel overwhelming. But clarifying some of the basic definitions involved can help you make informed decisions that benefit your loved ones. Understanding the difference between an heir and a beneficiary, for example, is a critical part of creating a solid estate plan. While these…

Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we still can. Most of us want to die at home, in a familiar and peaceful setting surrounded by…