What Steps Should I Take to Avoid Probate in Massachusetts?

In Massachusetts, probate is the court-supervised procedure of authenticating a last will and testament, if one exists, and administering the decedent’s estate. The process involves determining the deceased’s assets, paying off their debts, and distributing the remaining assets to the rightful heirs or beneficiaries. While probate might seem like a standard procedure, many individuals seek…

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What Is a Trust?

Understanding the world of trusts can be a daunting task, but you are not alone. We understand the unique aspects of Massachusetts trust law and can help tailor a trust that aligns with your individualized needs and goals. Here at Casey Lundregan Burns, P.C., we aim to make complex legal concepts accessible to everyone by…

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How Do I Include My Charitable Giving Wishes in My Estate Plan in Massachusetts?

For many individuals, charitable giving is not just an act of generosity but also a reflection of their values and desires to leave a lasting impact. When considering one’s legacy, many want to ensure that their favorite charities or causes are beneficiaries of their estate. We understand the importance of these desires and the need…

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Following Changes in Massachusetts Estate Tax Laws, Should You Adjust Your Estate Plan to Keep Up?

For years, Massachusetts estate tax has affected families in a wide range of circumstances. While federal estate taxes have a high threshold and only apply to estates valued at over $12 million, the threshold in Massachusetts affected estates valued at $1 million. In a state where the average home value is close to $600,000 and…

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How Can I Ensure that My Children or Dependents Are Cared for in Massachusetts?

When preparing an estate plan, a significant concern for many families follows from the question, “How can I ensure that my children or dependents are well taken care of in Massachusetts?” To answer this question, we would first advise one to consider a comprehensive plan that clearly outlines the distribution of your assets, thereby reducing…

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Can I Change My Estate Plan if My Circumstances Change in Massachusetts?

Life is constantly evolving. We understand that the decisions you make while setting up your estate plan are based on conditions at a finite moment in time. Circumstances such as marriage, the birth of a child, a significant change in finances, or even a change in your health condition could necessitate a review and probable…

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Who Should I Choose as My Executor or Trustee in Massachusetts?

Estate planning involves making crucial decisions that will have a lasting impact on your loved ones. One of the most significant decisions you will need to make is who to appoint as the executor of your will or the trustee of your trust. This is a person who will carry out your wishes, manage your…

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What Qualifies a Person for a Nursing Home in Massachusetts

One of the most challenging conversations for families in Massachusetts often involves the subject of nursing home care. Many factors come into play when determining if someone qualifies for a nursing home. While physical and cognitive impairments are significant indicators, financial eligibility and state rules also play a crucial role. The Role of Physical and…

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What is Estate Planning, and Why is it Necessary in Massachusetts?

Estate planning might sound like a term reserved for the wealthy, but it is a crucial process that we all need to consider. It involves organizing your assets and determining how they will be distributed upon your passing. By preparing an estate plan, you ensure that your loved ones are cared for and that your…

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What is a Will, and How Does it Differ from a Trust in Massachusetts?

Estate planning is often surrounded by confusion and misconceptions. Many residents find themselves pondering whether they should draft a will or establish a trust, as they are unsure of the differences, and which might suit their individual circumstances best. In the realm of ensuring that one’s assets and wishes are honored upon their passing, understanding…

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