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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…

Estate planning in Massachusetts encompasses various aspects, one of which is the creation and management of trusts. At Casey Lundregan Burns, P.C., we understand that life circumstances change, which may raise questions about the flexibility of trusts such as whether a trust can be altered or revoked in Massachusetts.  In this article, we delve into…

The passing of a loved one is never easy, and the legal process that follows can add to the stress.  At Casey Lundregan Burns, P.C., located in the heart of downtown Salem, MA, we understand that navigating probate can be challenging, and with this guide, we aim to demystify probate in Massachusetts and offer clarity…

At Casey Lundregan Burns, P.C., we often encounter clients curious about the probate process in Massachusetts and whether it is possible to bypass this legal procedure.  Probate can be a complex and time-consuming process wherein the court validates a will, settles debts, and distributes assets to beneficiaries. While probate provides a structured way to manage…

Understanding the tax implications of estate planning in Massachusetts is critical for ensuring your assets are managed and distributed according to your wishes. At Casey Lundregan Burns, P.C., we are committed to helping you comprehend these implications and how they might affect your estate planning decisions. In this post, we delve into the key aspects…

On October 4, 2023, Massachusetts Governor Maura Healy signed a $1 billion tax reform package into law, including the first tax cuts in over 20 years for the Commonwealth of Massachusetts. Although lawmakers designed this reform package to be in effect retroactively through the start of 2023, many people are only now considering its impact…