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What Is a Disinheritance Clause? Definition & Examples
Families sometimes ask how to leave someone out of a will without confusion or court fights. That is where a disinheritance clause comes in. At Casey Lundregan Burns, P.C., we have guided Massachusetts families for over 90 years through practical planning that reflects real life, not theory. This article explains what a disinheritance clause is,…
Read MoreTrustee Removal Petition: How to File and Win in Court
Disputes between trustees and beneficiaries happen, even in the most careful families. When a trustee blocks information, favors themselves, or just will not do the job, the trust can suffer fast. At Casey Lundregan Burns, P.C., we have helped Massachusetts families for over 90 years, and we have seen what works in court. Our goal…
Read MoreTrustee Refuses to Give Accounting? Your Legal Options Explained
Silence from a trustee feels alarming, especially when you are waiting for answers about money that affects your life. If you are not getting an accounting, you are left guessing about assets, bills, and whether anything is going wrong. At Casey Lundregan Burns, P.C., we have advised Massachusetts families for more than 90 years, and…
Read MoreHow Often Should a Trust Be Updated for Modern Assets?
Life moves fast, and so do our assets. A trust helps keep assets organized, private, and on your terms, but it only works well if it stays current. At Casey Lundregan Burns, P.C., we have guided Massachusetts families for more than 90 years, and we have seen how small updates prevent big headaches later. This…
Read MoreWhat to Expect When a Guardian ad Litem (GAL) is Appointed in Your Estate Case
A court appointing a Guardian ad Litem can leave you with questions, and honestly, a bit of worry. Who is this person, what will they do, and will their report affect your family’s future? Those are fair concerns, and you are not alone in asking them. At Casey Lundregan Burns, P.C., we have provided steady…
Read MoreWhat Happens If an Executor Ignores the Will?
Losing someone close can leave us juggling grief and paperwork at the same time. When a will is in place, most families assume its instructions will be followed to the letter. Yet, every so often, an executor drifts off course, leaving beneficiaries uncertain and upset. At Casey Lundregan Burns, P.C., we have spent over 90…
Read MoreSpousal Elective Share: What It Means and How It Works
Can a will really leave a husband or wife with nothing? Many families are surprised to learn that Massachusetts law gives surviving spouses certain rights, even if they are left out of a will. This protection is called the spousal elective share. At Casey Lundregan Burns, P.C., we have spent more than 90 years helping…
Read MoreExecutor Fees in Massachusetts: What You Need to Know
Serving as an executor can feel like managing a dozen tasks at once, especially when family emotions are involved. At Casey Lundregan Burns, P.C., we have spent over 90 years helping Massachusetts families handle these responsibilities. With the right support, the process becomes more manageable and less stressful. Massachusetts Law and Executor Compensation Massachusetts allows…
Read MoreCommon Grounds for Contesting a Trust in Massachusetts
Disputes over trusts can be emotionally and legally complex, especially when family members feel the terms are unfair or unclear. At Casey Lundregan Burns, P.C., we have served Massachusetts families for generations and understand how these issues can affect both relationships and legacies. If you are concerned about a loved one’s intentions or facing a…
Read MoreContesting a Will in Massachusetts: Challenging Testamentary Capacity
At Casey Lundregan Burns, P.C., we have supported Massachusetts families for decades in complex estate disputes. Questions about a loved one’s mental capacity often complicate even well-meaning plans. Grounds for Contesting a Will Based on Mental Incapacity In Massachusetts, a will can be undone if the person who created it, called the testator, did not…
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