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Planning for a time when you might not be able to make decisions feels heavy, yet it is one of the kindest gifts you can give your family. Many people think a power of attorney is the only path, but then feel stuck when it does not fit their situation. At Casey Lundregan Burns, P.C.,…

Trusts can keep your family out of court and out of the spotlight, yet they only work if they are built and maintained the right way. At Casey Lundregan Burns, P.C., we have spent more than 90 years helping Massachusetts families protect what they have, and our trust and estate litigation work shows us where…

Estate planning matters for Massachusetts families, even if you feel like taxes will not touch your household. The state has its own estate tax system, and it can hit families who never thought of themselves as wealthy. At Casey Lundregan Burns, P.C., we have helped generations plan for these moments, offering trusted legal advice across…

Helping adult children with cash gifts can feel like the right move, especially when you see them building a life. Many parents want to share while they are alive, not later, and that feeling makes a lot of sense. At Casey Lundregan Burns, P.C., we have guided Massachusetts families for more than 90 years in…

Inheriting a home or stock often feels like a blessing, but then tax questions pop up, and you wonder what the true cost will be. A step-up in basis can shrink those taxes in a very real way. At Casey Lundregan Burns, P.C., we have guided Massachusetts families for more than 90 years, and we…

Have you ever wondered what happens to your online life if you are no longer here to manage it? Most of us think about homes, bank accounts, maybe even heirlooms. But we often forget the photos, accounts, and digital value we build over time. That gap can leave families confused and sometimes locked out completely. Why Digital…

For 100 years, Casey Lundregan Burns, P.C. has had the privilege of serving our clients throughout the Commonwealth of Massachusetts. This centennial milestone means a great deal to us. Generations of families, clients, and colleagues have trusted us during important moments in their lives, and that trust is something we take pride in. Although a…

Why Blended Families Need Extra Attention In a first marriage, spouses and children are often the same people on both sides. In a blended family, that is not always true. Children from prior relationships may rely on us to protect their future. A basic estate plan may not fully address: Children from earlier marriages Property…

After a loved one passes, the trust paperwork can feel overwhelming while you are grieving. Casey Lundregan Burns, P.C., has helped Massachusetts families through trust and estate matters for more than 90 years, and we know the practical steps that bring clarity. Key Steps for a Successor Trustee in Closing a Trust After Death If…

Trusts can be a strong way to pass property to loved ones, yet many families still wonder what happens to assets that never make it into the trust. This question resonates with Massachusetts families who want a smooth process without court delays. Casey Lundregan Burns, P.C., has guided families through estate planning for more than…