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Someone trusted with your money or your family’s estate has an obligation to act with care and loyalty. When that trust breaks, the fallout can be financial, personal, and sometimes criminal. At Casey Lundregan Burns, P.C., we have helped Massachusetts families for over 90 years, and we often see this question come up in trust…

For more than 90 years, Casey Lundregan Burns, P.C., has helped Massachusetts families set clear rules and fix problems when a fiduciary role gets tough. This guide walks through the basics of fiduciary duty, common disputes, power of attorney rules, and trust accounting, with a focus on Massachusetts practice. What is a Fiduciary and Why…

As winter approaches, many Massachusetts residents are preparing to migrate south for the winter. If you are among these snowbirds planning to spend time in Florida, now is the perfect time to ensure your estate planning is properly structured for multi-state living. Owning a second property in a warm climate like Florida offers obvious benefits…

At Casey Lundregan Burns, P.C., we have proudly served Massachusetts families for over 90 years. The holiday season is a time for family and reflection, but it can also bring challenges to the probate process.  A bit of preparation now helps protect your loved one’s wishes and brings lasting peace of mind. How the Holiday…

Families are built on trust, so suspected power of attorney abuse hits hard. You might see odd bank activity, tense visits, or a parent who suddenly seems cut off. At Casey Lundregan Burns, P.C., our firm has served Massachusetts families for three generations. Recognizing Power of Attorney Abuse by a Sibling Staying alert helps protect…

Grief mixed with confusing legal papers can feel like a lot. Small wording problems in a will or trust turn into big questions about who gets what and when. For over 90 years, Casey Lundregan Burns, P.C., has helped Massachusetts families sort out these issues with care and steady guidance. In this article, we share…

Disagreeing with a Probate and Family Court order can feel frustrating, especially if the outcome affects family, money, or long-term plans. Appeals exist for moments like this, where you want a higher court to review what happened below and check for legal mistakes. At Casey Lundregan Burns, P.C., we have guided Massachusetts families through trust…

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,…

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…

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…