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Estate planning is one of the most important steps you can take to protect your family and ensure your wishes are carried out. It is not just about distributing assets—it is about providing security, minimizing stress for loved ones, and making key decisions in advance. Whether you want to create a will, set up a…

Healthcare coverage can be confusing, especially when terms like MassHealth and Medicaid seem to overlap but have distinct differences. At Casey Lundregan Burns, P.C., we understand the challenges Massachusetts residents face in sorting out these programs.  For three generations, our firm has helped individuals and families with estate planning, elder law, and healthcare coverage, including…

Medicaid, known as MassHealth in Massachusetts, provides essential healthcare coverage to eligible low-income residents, including seniors and individuals with disabilities. If you or a loved one are considering applying, it’s important to have a clear grasp of the requirements and steps involved. At first, the process of applying to Medicaid can seem challenging, but breaking…

At Casey Lundregan Burns, P.C., we help our clients work through important estate planning questions, including how to prevent legal disputes among beneficiaries. One effective tool is the in terrorem clause, or “no-contest clause,” designed to discourage beneficiaries from contesting a will or trust in court. With three generations of experience in Massachusetts estate planning…

Losing a loved one is one of life’s most difficult experiences. Amid the emotional toll of this loss, families often also face the challenge of managing probate proceedings, the legal process for settling a deceased person’s estate. Within this process, creditor claims—requests for payment from the estate for debts owed—can add another layer of complexity.…

In Massachusetts, individuals and families often entrust their financial and personal affairs to such fiduciaries as executors, trustees, and guardians. When these individuals fail to meet their obligations, the consequences can include financial  losses, emotional strain, and fractured relationships, and can be devastating. With years of experience handling Massachusetts estate law, CASEY LUNDREGAN BURNS, P.C.…

Inheriting from a loved one’s estate often feels like a gift, but what happens when that gift becomes a source of tension? Beneficiary disputes can arise when disagreements over wills, trusts, or estate administration create conflict among heirs. In Massachusetts, understanding beneficiary rights is critical to resolving disputes fairly and effectively. At Casey Lundregan Burns,…

When a loved one passes, beneficiaries may find themselves in challenging situations involving estates and trusts. At Casey Lundregan Burns, P.C., we understand the importance of protecting beneficiaries and ensuring that estates are handled fairly. What is a Fiduciary? A fiduciary is entrusted to manage assets for someone else. This role includes executors, trustees, and…

For Massachusetts residents, understanding how MassHealth (Medicaid in Massachusetts) can impact your assets is critical, especially when it comes to MassHealth Estate Recovery. Understanding MassHealth Estate Recovery MassHealth Estate Recovery is a program that allows MassHealth to seek reimbursement from the estates of certain members after their passing, which can leave families with unexpected challenges.…

Managing assets like real estate in an irrevocable trust can sometimes present challenges, but trusts also provide many benefits. Selling a home held in an irrevocable trust is possible, though it requires following specific guidelines to ensure the process is handled correctly. At Casey Lundregan Burns, P.C., we have spent generations guiding families in Massachusetts…