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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…

Formal probate in Massachusetts often involves frequent attendance to court hearings in addition to the responsibilities and expenses that come with any probate filing.  At Casey Lundregan Burns, P.C., we work closely with our clients at every stage in the probate process from filing to representation in court, including preparation for any schedule court appearance.…

When it comes to estate planning, irrevocable trusts can play a vital role in preserving assets for your loved ones. However, questions often arise regarding the flexibility of these trusts, particularly when it comes to securing a mortgage. At Casey Lundregan Burns, P.C., we have extensive experience helping clients with trust and estate matters in…

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,…