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Many people create a trust to make things easier, but more families are facing disagreements over how trusts are handled after someone passes away. These situations can be stressful, especially when emotions and family relationships are involved. At Casey Lundregan Burns, P.C., we have 100 years of experience helping families with estate planning and resolving…

Many families do not realize how much of life now exists online until they struggle to access a loved one’s accounts after death. At Casey Lundregan Burns, P.C., we help families plan for digital assets like online banking,  email, social media, and cloud photo storage so both financial and sentimental property remains protected. What Counts as a Digital Asset? Digital assets include far more…

Have you been named an executor for a Massachusetts Estate but live somewhere else? The work involves court filings, money decisions, and a home that needs care, all while juggling your own life in another state. At Casey Lundregan Burns, P.C., we have supported Massachusetts families for more than 90 years through estate administration and…

Your home is most likely your biggest financial asset and the center of family life. At Casey Lundregan Burns, P.C., we have spent over 90 years helping Massachusetts families protect that asset and pass it on with care. What Is the Massachusetts Homestead Act? Massachusetts law gives homeowners a layer of protection in tough times.…

An unfunded trust is like a beautiful house with no furniture. It looks complete from the street, yet inside, there is nothing to fulfill its purpose. Many families are surprised to learn that a signed trust does not control anything until assets are actually placed in it, which can lead to real headaches later. At…

At Casey Lundregan Burns, P.C., we have served Massachusetts families for more than 90 years, and our firm provides steady guidance to help you manage retirement accounts with care and confidence. This guide walks through current distribution rules, the tax issues that catch people off guard, and the choices each beneficiary type can make. Our…

Big life changes can shake a long-term trust, and families want a backstop that keeps the plan on track. At Casey Lundregan Burns, P.C., we have served Massachusetts families for more than 90 years, and we have seen how the right provisions make a real difference. Our firm builds plans that work in real life,…

Joint tenancy sounds simple. Add a name to the deed or account, and the survivor gets it without a court. That promise of speed can be tempting when you just want things to be easy for your family. At Casey Lundregan Burns, P.C., we have helped Massachusetts families for more than 90 years, and we…

Spring often brings families together through graduations, weddings, and long weekends. With more time spent reconnecting, old tensions can quietly resurface. In these moments, questions about the future may arise, even if they remain unspoken. We see this more often than people expect. At Casey Lundregan Burns, P.C., we view estate planning as more than…

Legal Planning for Caregivers: Protecting Your Parents and Your Children Caregiving often pulls us in two directions: caring for aging parents while raising kids of our own. The love is real, and the to-do list is long. Without a plan, small problems can turn into tough emergencies. At Casey Lundregan Burns, P.C., we have guided…