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At Casey Lundregan Burns, P.C., we know how important it is to plan for the future, especially when it comes to protecting your assets and preserving your legacy. The decisions you make in estate planning today can have a long-lasting impact, not just on your financial security but also on your family’s future. Much like…

In 2021, Congress enacted the Corporate Transparency Act that required many businesses in the United States to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN) effective January 1, 2024. If you own a business, established a limited liability company (LLC) as part of your estate plan, or are interested in doing so,…

For some, estate planning may seem overwhelming, especially when considering the number of options available for protecting and distributing your assets. Among these options are trusts. While trusts offer a great deal of power in safeguarding your assets, there exist various types of trusts each designed to meet individualized needs, and as a result, trusts,…

Dealing with the distribution of assets after a loved one’s passing can be a complex and emotional process. At Casey Lundregan Burns, P.C., we understand these challenges and make it a priority to comprehensively guide you this particular stage of probate in the Commonwealth. In probate, there often exists a common concern about what happens…

At Casey Lundregan Burns, P.C., we recognize the toll probate after the loss of a loved one can be daunting, especially when it involves the complexities of managing debts and taxes. In recognition of the demand probate often places on families, our firm is committed to providing clear and practical guidance through this complex process. …

Trust funding is a vital aspect of estate planning that helps ensure your trust operates as intended. At Casey Lundregan Burns, P.C. our team of experts are here to guide you through the process of transferring assets into a trust, which often involves re-titling or transferring ownership of assets from your name to the trust’s…

At Casey Lundregan Burns, P.C., we understand that Medicaid eligibility in Massachusetts can be complex, especially when it comes to distinguishing between countable and non-countable assets. Our aim seeks to simplify this topic in an effort to make it more accessible to our clients. Here we will provide you with a brief overview of this…

At Casey Lundregan Burns, P.C., we understand the complexities surrounding probate in Massachusetts along with the concerns and questions this process may raise. In this blog we outline several factors influencing probate to provide a better overview of the factors our team often takes into consideration.  A High-Level Overview of Probate in Massachusetts Probate is…

At Casey Lundregan Burns, P.C., we recognize the complexities and challenges topics concerning Medicaid planning and asset protection present to our clients. Our approach is to simplify these concepts, making them accessible and understandable, ensuring you are well-equipped to make informed decisions about your future and that of your loved ones. What is Medicaid Planning?…

At Casey Lundregan Burns, P.C, we understand that the topic of probate, the process through which an estate is administered following someone’s passing, often seems complex. Many of our clients come to us with worries about the costs involved as the Massachusetts’ probate process involves fees and expenses that can impact an estate.  Herein, we…