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Modern trusts can last for decades, and life rarely follows a predictable script. Families change, tax rules shift, and the tools that once worked fine can feel rigid years later. For over 90 years, Casey Lundregan Burns, P.C., has helped Massachusetts families create plans that withstand real life, not just ideal plans on paper. What…

Shared trusteeship may sound fair on paper, but real life can pull co-trustees in different directions. Money, timing, and family history all play a role, and even minor misunderstandings can hinder trust development. At Casey Lundregan Burns, P.C., we have guided Massachusetts families through trust and estate matters for over 90 years. Common Reasons for…

Trusts are meant to last, but life has a way of changing the plan. At Casey Lundregan Burns, P.C., we have guided Massachusetts families for over 90 years, including in complex trust and estate disputes throughout the state. Our team focuses on trust and estate litigation and planning, working diligently to protect what your family…

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 how the principal versus income labels drive your annual payout, who pays the tax, and what choices a trustee has under Massachusetts law. Principal vs.…

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, MassHealth, and probate timing. At Casey Lundregan Burns, P.C., we have helped families across the Commonwealth for over 90 years with this very question. How…

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 criminal. At Casey Lundregan Burns, P.C., we have helped Massachusetts families for over 90 years, and we often see this question come up in trust…

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 basics of fiduciary duty, common disputes, power of attorney rules, and trust accounting, with a focus on Massachusetts practice. What is a Fiduciary and Why…

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 time to ensure your estate planning is properly structured for multi-state living. Owning a second property in a warm climate like Florida offers obvious benefits…

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 challenges to the probate process.  A bit of preparation now helps protect your loved one’s wishes and brings lasting peace of mind. How the Holiday…

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 Casey Lundregan Burns, P.C., our firm has served Massachusetts families for three generations. Recognizing Power of Attorney Abuse by a Sibling Staying alert helps protect…