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As the holidays wind down and the calendar flips, many of us start thinking about a reset. We promise to get organized, focus on health, and plan ahead. One key component to this fresh start  that often gets missed is your estate plan. At Casey Lundregan Burns, P.C. we see estate plans as living paperwork.…

A trust can be the heart of a solid estate plan for Massachusetts families, but it only works if it actually holds your assets. At Casey Lundregan Burns, P.C., we have guided families for three generations, over 90 years, through real problems that show up when a trust is left thin or empty. Why Funding…

Blended families are common in Massachusetts, and with that comes a mix of goals, loyalties, and real concerns about fairness. Without a thoughtful plan, even loving families can face stress that no one wants. At Casey Lundregan Burns, P.C., our three generations of service and more than 90 years helping Massachusetts families shape and defend…

When a trustee goes off course, the trust’s value and your peace of mind can take a hit. Casey Lundregan Burns, P.C., with three generations serving Massachusetts families, has handled these conflicts from both sides and knows how they unfold. Common Types of Trustee Violations A trustee owes a fiduciary duty, which means acting in…

Divorce mixes legal questions with real-life stress, and trusts can make the mix feel even heavier. Maybe a parent set up a trust for you years ago, or you built a trust to keep things simple for your kids. Either way, you want to know what gets split and what stays protected when a marriage…

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…