Estate Planning?

Divorce touches every part of life, including the plan that controls what happens to your property and your care. Money gets split, routines change, and old documents can work against what you want now. If that sounds stressful, you are not alone. At Casey Lundregan Burns P.C., we have stood with Massachusetts families for 100…

Big moments come fast for our kids, like buying the first home, launching a business, or tackling grad school. Many parents want to help now, not later, and that feeling is completely natural. Weighing the Options: Giving Now Versus Leaving an Inheritance Choosing between a gift today and an inheritance later mixes emotion with tax…

Your hard work built something real, and you want it to lift your children and grandkids for years to come. A spendthrift trust can help keep that promise by putting strong guardrails around an inheritance before trouble hits. At Casey Lundregan Burns P.C., we have advised Massachusetts families for 100 years. What Is a Spendthrift…

Passing wealth to the next generation can raise important questions, especially when taxes and inherited assets are involved.  At Casey Lundregan Burns, P.C., we help Massachusetts families understand estate planning considerations involving inherited property, trusts, and other assets.  The Core Concepts: Defining Step-Up in Basis Before discussing how step-up in basis may apply, it helps…

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…