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[Post - AUG] Four Ways to Keep Assets Out of Probate

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[Post - AUG] Four Ways to Keep Assets Out of Probate

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Four strategies may help certain assets avoid probate in Massachusetts:

• Create and properly fund a trust.

• Own property jointly with rights of survivorship.

• Maintain current beneficiary designations for financial accounts, retirement plans, and life insurance.

• Establish a life estate for real property.

Probate avoidance is not the right approach for every estate. The cost, benefits, and legal implications should be carefully evaluated.

Contact Casey Lundregan Burns, P.C. today for a free case evaluation and guidance from a Massachusetts estate planning attorney.

978-741-3888

https://caseylundreganburns.com

#massachusettsestateplanning #probate #estateplanningattorney #probateattorney

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08.13.26 - Casey Lundregan Burns - Four Ways to Keep Assets Out of Probate

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[Post - AUG] Power of Attorney: Authority on Your Terms

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[Post - AUG] Power of Attorney: Authority on Your Terms

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Who would manage your affairs if illness, injury, or travel left you unable to act?

A Massachusetts durable power of attorney can authorize someone you trust to handle financial transactions, pay bills, manage accounts, or complete a specific business matter. Its authority may be broad or limited and can begin immediately or after a defined event. A separate health care proxy allows your chosen agent to make medical decisions if you lose capacity.

Take control of these decisions before an urgent need arises. Contact Casey Lundregan Burns, P.C. to create documents tailored to your finances, health care wishes, and estate plan.

978-741-3888

https://caseylundreganburns.com

#powerofattorney #massachusettsestateplanning #durablepowerofattorney #healthcareproxy

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08.13.26 - Casey Lundregan Burns - Power of Attorney Authority on Your Terms

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[NL Blog Post - JULY] Who Can Access Your Digital Accounts After You Pass Away?

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[NL Blog Post - JULY] Who Can Access Your Digital Accounts After You Pass Away?

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What happens to your online accounts after you pass away?

From online banking and email accounts to social media profiles and cloud photo storage, digital assets have become an important part of every estate plan. Without proper planning, loved ones may face unnecessary obstacles when trying to access financial information, family memories, or other important accounts.

A comprehensive estate plan should address both physical and digital property, helping protect your legacy and providing clear guidance for those you trust.

Read our latest article to learn how Massachusetts estate planning can help safeguard your digital assets:

https://caseylundreganburns.com/who-can-access-your-digital-accounts-after-you-pass-away

#estateplanning #digitalassets #massachusettslaw #trustsandestates

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[Reel Post - AUG] Meet the Team: William R. Schena

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[Reel Post - AUG] Meet the Team: William R. Schena

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Meet William R. Schena, Associate Attorney in Housing at Casey Lundregan Burns, P.C.

William assists clients with residential and landlord-tenant matters throughout Massachusetts. He earned his Juris Doctor from Suffolk University Law School, where he served as Chief Note Editor of the Journal of High Technology Law.

Contact our team to discuss your housing matter.
978-741-3888

#meettheteam #housinglaw #landlordtenantlaw #massachusettslawyer

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08.14.26  - Casey Lundregan Burns - Meet the Team William R. Schena

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[Post - AUG] Protecting Estates from Fiduciary Misconduct

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[Post - AUG] Protecting Estates from Fiduciary Misconduct

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Concerns about an executor or trustee should not be ignored.

Missing assets, unexplained transactions, delayed distributions, or self-dealing may signal a breach of fiduciary duty. Massachusetts fiduciary litigation can also involve will contests, trust disputes, probate litigation, contested guardianships, and requests to remove a fiduciary. Beneficiaries may need to protect an inheritance, while fiduciaries facing allegations need a clear, well-supported defense.

Early review can help clarify the facts and preserve your legal options. Bring your concerns to Casey Lundregan Burns, P.C. for a focused assessment of the estate, trust, or fiduciary dispute.

978-741-3888

https://caseylundreganburns.com/contact

#fiduciarylitigation #trustdisputes #probatelitigation #massachusettslaw

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08.13.26 - Casey Lundregan Burns - Protecting Estates from Fiduciary Misconduct

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[Post - AUG] Could a Revocable Trust Simplify Your Estate?

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[Post - AUG] Could a Revocable Trust Simplify Your Estate?

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A flexible estate plan can protect your choices today while making asset management easier for your family later.

A properly funded revocable living trust may help certain assets avoid Massachusetts probate, maintain privacy, and pass to beneficiaries according to your instructions. You can amend or revoke the trust during your lifetime, while a successor trustee can manage trust assets if you become incapacitated. A pour-over will may also be needed to address assets left outside the trust.

Find out whether this approach supports your goals. Ask Casey Lundregan Burns, P.C. to review your assets and recommend the right estate planning strategy.

978-741-3888

https://caseylundreganburns.com

#revocabletrust #livingtrust #massachusettsestateplanning #probate

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08.13.26 - Casey Lundregan Burns - Could a Revocable Trust Simplify Your Estate

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[Post - AUG] Questions Welcomed. Concerns Addressed.

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[Post - AUG] Questions Welcomed. Concerns Addressed.

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We are grateful for this thoughtful review of Attorney Hayley Kozlowski. Clear communication, timely responses, and genuine care can make all the difference when navigating an important legal matter.

Hayley’s professionalism and commitment to addressing every question reflect the level of service our entire team is committed to providing. Thank you for trusting Casey Lundregan Burns, P.C. to guide you through the process.

978-741-3888

https://caseylundreganburns.com/contact

#clientreview #massachusettslawfirm #egalguidance #probatelawyer

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08.13.26 - Casey Lundregan Burns - Questions Welcomed. Concerns Addressed.

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[Post - JUNE] What to Expect During Estate Litigation | Scheduled 08.10.26

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[Post - JUNE] What to Expect During Estate Litigation | Scheduled 08.10.26

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Estate litigation may involve will disputes, trust issues, contested inheritances, fiduciary concerns, or other probate-related conflicts. A clear legal process can help you understand your options, protect your interests, and move toward a fair resolution.

At Casey Lundregan Burns, P.C., we guide clients through each step, from the initial consultation and case investigation to negotiation, mediation, and litigation when necessary.

Our team works to resolve disputes thoughtfully while remaining prepared to advocate in court when required.

If you are dealing with an estate dispute in Massachusetts, schedule a consultation with our team to discuss your legal options.

978-741-3888

https://caseylundreganburns.com

#estatelitigation #probate #trustlitigation #estatelawyer

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06.12.26 - Casey Lundregan Burns - What to Expect During Estate Litigation

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[Post - JUNE] Protecting Your Interests in Fiduciary Disputes | Scheduled 08.05.26

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[Post - JUNE] Protecting Your Interests in Fiduciary Disputes | Scheduled 08.05.26

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Concerned that a trustee, executor, or other fiduciary is not acting in the best interests of an estate or trust?

Fiduciary disputes can arise when there are concerns about trust administration, inheritance rights, breach of fiduciary duty, probate litigation, or the management of estate assets. Taking action early can help protect your rights and preserve your family's legacy.

Whether you are challenging misconduct, defending your actions as a fiduciary, or seeking guidance in a trust or estate dispute, experienced legal counsel can make a significant difference. Our team represents clients throughout Massachusetts in a wide range of fiduciary litigation matters.

Call us to schedule a consultation and discuss your legal options today.

978-741-3888

https://caseylundreganburns.com

#fiduciarylitigation #trustlitigation #probatelitigation #massachusettslaw

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06.12.26 - Casey Lundregan Burns - Protecting Your Interests in Fiduciary Disputes

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[Reel Post - JUNE] Meet the Team: Hayley I. Kozlowski | Scheduled 07.31.26

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[Reel Post - JUNE] Meet the Team: Hayley I. Kozlowski | Scheduled 07.31.26

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Meet Hayley I. Kozlowski, Associate Attorney at Casey Lundregan Burns, P.C.

Hayley is a member of the Probate and Trust Administration and Real Estate teams, where she assists clients with estate administration, trusts, and real estate matters. She earned her Juris Doctor from Suffolk University Law School and was actively involved in several academic and advocacy organizations throughout her legal education.

To speak with our team, call (978) 741-3888.

#meettheteam #lawfirm #estateplanning #massachusettslawyer #legalteam

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[Post - JUNE] A Strategic Approach to Trust Litigation | Scheduled 07.28.26

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[Post - JUNE] A Strategic Approach to Trust Litigation | Scheduled 07.28.26

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Facing a trust dispute and unsure of your next step?

Trust litigation often involves complex legal and financial issues, making a clear strategy essential from the start. Whether the matter involves trust administration, fiduciary duties, beneficiary rights, or a contested trust, a structured approach can help protect your interests and work toward an effective resolution.

At Casey Lundregan Burns, P.C., we begin with a thorough case evaluation, develop a strategy tailored to your goals, provide strong advocacy, and pursue mediation when appropriate. Our focus is on achieving fair outcomes while helping clients navigate trust disputes with confidence.

If you are involved in a trust dispute or need guidance regarding trust litigation in Massachusetts, contact our team to discuss your legal options.

978-741-3888

https://caseylundreganburns.com/contact

#trustlitigation #trustadministration #estateplanning #legalhelp

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06.12.26 - Casey Lundregan Burns - A Strategic Approach to Trust Litigation

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[Post - JUNE] Does Every Estate Go Through Probate? | Scheduled 07.24.26

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[Post - JUNE] Does Every Estate Go Through Probate? | Scheduled 07.24.26

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Does every estate need to go through probate in Massachusetts?

Not always. Probate is often required when a will must be validated, when someone passes away without a will, or when estate assets need to be distributed through the court process. Understanding when probate applies can help families avoid unnecessary delays and complications.

Certain estate planning strategies, including trusts, beneficiary designations, and joint ownership arrangements, may help some assets avoid probate altogether. Knowing your options is an important part of protecting your estate and simplifying estate administration.

If you have questions about probate administration, estate planning, or the responsibilities of a personal representative, we are here to help.

978-741-3888

https://caseylundreganburns.com

#probate #estateplanning #estateadministration #massachusettslawyer

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06.12.26 - Casey Lundregan Burns - Does Every Estate Go Through Probate

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[Post - JUNE] Trusted Guidance Through a Complex Estate Matter | Scheduled 07.21.26

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[Post - JUNE] Trusted Guidance Through a Complex Estate Matter | Scheduled 07.21.26

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Client feedback reflects the level of care, communication, and dedication we strive to provide in every matter.

We understand that probate and estate administration can be complex, especially when unexpected challenges arise. Our team is committed to guiding clients through the process with clear communication, thoughtful strategy, and strong advocacy every step of the way.

Thank you for your trust and for sharing your experience with our firm.

Learn more at caseylundreganburns.com or call (978) 741-3888.

#clienttestimonial #probate #estateadministration #review

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[Post - JUNE] Planning for Generational Wealth? A Dynasty Trust May Help | Scheduled 07.16.26

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[Post - JUNE] Planning for Generational Wealth? A Dynasty Trust May Help | Scheduled 07.16.26

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How can your estate plan help protect wealth beyond the next generation?

A dynasty trust can be a powerful estate planning tool for Massachusetts families who want to preserve assets, support beneficiaries, reduce future estate tax exposure, and pass family values forward with clear guidance.

With thoughtful trust planning, you can decide how assets are managed, when distributions are made, and how your legacy is protected over time. This may be especially important for families with real estate, business interests, investments, or long-term wealth transfer goals.

If you are considering a dynasty trust or want to update your estate plan, speak with Casey Lundregan Burns, P.C. about your options.

978-741-3888

https://caseylundreganburns.com/contact

#dynastytrust #estateplanning #wealthtransfer #massachusettslaw

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06.12.26 - Casey Lundregan Burns - Planning for Generational Wealth A Dynasty Trust May Help

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[Post - JUNE] Appointed as a Personal Representative? Here's What You Need to Know | Scheduled 07.13.26

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[Post - JUNE] Appointed as a Personal Representative? Here's What You Need to Know | Scheduled 07.13.26

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Have you been named as a personal representative for a loved one's estate?

Being appointed as a personal representative comes with significant legal and administrative responsibilities. You may be required to inventory assets and debts, manage probate proceedings, satisfy creditor claims, and ensure assets are distributed in accordance with the law.

Not every asset goes through probate. Trust assets, jointly owned property, life insurance policies, and retirement accounts may pass directly to beneficiaries, making it important to understand which assets are part of the probate estate and which are not.

Mistakes during the Massachusetts probate process can lead to costly delays and unnecessary complications. If you have questions about estate administration, probate, or your responsibilities as a personal representative, our team can help.

978-741-3888

https://caseylundreganburns.com

#estateadministration #probate #estateplanning #massachusettslaw

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[Reel Post - APRIL] Meet the Team: Liza M. McCathern | Scheduled 05.26.26

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[Reel Post - APRIL] Meet the Team: Liza M. McCathern | Scheduled 05.26.26

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We are proud to introduce Liza M. McCathern, Associate Attorney in Litigation at Casey Lundregan Burns, P.C. Liza is a vital member of the Litigation Team, where she assists in intensive legal research, strategy, and court appearances.

Learn more about Liza and her background: https://caseylundreganburns.com/liza-m-mccathern

To speak with our team, call (978) 741-3888.

#meettheteam #lawfirm #litigationattorney #massachusettslawyer #legalteam

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03.25.26  - Casey Lundregan Burns - Meet the Team Liza M. McCathern

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[NL Blog Post - APRIL] Your Digital Life Deserves a Place in Your Estate Plan | Scheduled 05.19.26

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[NL Blog Post - APRIL] Your Digital Life Deserves a Place in Your Estate Plan | Scheduled 05.19.26

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Have you considered what happens to your online accounts, photos, and digital assets once you are gone?

Without clear planning, even close family members may face challenges accessing or managing them.

A well-structured estate plan can help protect your digital legacy and provide clarity for those you trust.

Explore the full article:
https://caseylundreganburns.com/your-digital-life-deserves-a-place-in-your-estate-plan

Call (978) 741-3888 to learn more.

#estateplanning #digitalassets #trustsandestates #massachusettslaw

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[Post - APRIL] Does Every Estate Go Through Probate? | Scheduled 05.14.26

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[Post - APRIL] Does Every Estate Go Through Probate? | Scheduled 05.14.26

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Does every estate need to go through probate in Massachusetts?

Not always. However, probate is often required when there is no valid will, when a will must be formally validated, or when the estate has outstanding debts, taxes, or disputes among beneficiaries. The process ensures that assets are properly accounted for and distributed in accordance with the law.

Understanding when probate is necessary can help avoid delays and complications during estate administration.

Call (978) 741-3888 to speak with our team.
Learn more: https://caseylundreganburns.com/probate-administration-lawyer-in-massachusetts

#probate #estateplanning #probatelawyer #estateadministration #legalcounsel

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03.25.26 - Casey Lundregan Burns - Does Every Estate Go Through Probate

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[Post - APRIL] Efficient, Thoughtful, and  Results-Driven | Scheduled 05.11.26

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[Post - APRIL] Efficient, Thoughtful, and  Results-Driven | Scheduled 05.11.26

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Client experiences speak to the level of care and attention each matter receives.

At Casey Lundregan Burns, P.C., we guide clients through trust and estate matters with a focus on efficiency, clarity, and thoughtful execution from start to finish.

Learn more at caseylundreganburns.com or call (978) 741-3888.

#clienttestimonial #estateplan #trusts #estateplanning #estatelitigation

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03.25.26 - Casey Lundregan Burns - Efficient, Thoughtful, and  Results-Driven

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[Post - APRIL] Protecting Your Interests in Trust Disputes | Scheduled 05.06.26

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[Post - APRIL] Protecting Your Interests in Trust Disputes | Scheduled 05.06.26

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Are you prepared to protect your rights in a trust dispute?

Trust litigation may involve claims of fiduciary breach, disputes over asset distribution, or challenges to a trust’s validity. Taking action early can help prevent costly mistakes and protect your position.

At Casey Lundregan Burns, P.C., we represent clients in trust-related disputes with a focus on achieving fair and effective resolutions.

Call (978) 741-3888 to speak with our team.

Learn more: https://caseylundreganburns.com/trust-litigation

#trustlitigation #fiduciaryduty #estateplanning #estatelawyer #legalservices

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03.25.26- Casey Lundregan Burns - Protecting Your Interests in Trust Disputes (1)

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[Post - APRIL] A Century of Service | Scheduled 04.09.26

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[Post - APRIL] A Century of Service | Scheduled 04.09.26

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For a century, Casey Lundregan Burns, P.C. has built a legacy grounded in dedication, integrity, and service to Massachusetts families.

From its founding to today, the firm has grown across generations while remaining committed to protecting clients’ interests and guiding them through life’s most important legal matters.

Now celebrating 100 years, that commitment remains unchanged.

Learn more about our history and how we can assist you:
https://caseylundreganburns.com/celebrating-100-years-of-service-and-trust

#estateplanning #centennial #trustsandestates #massachusetts #lawfirm

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[Post - APRIL] Casey Lundregan Burns - A Century of Trusted Counsel | Scheduled 04.06.26

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[Post - APRIL] Casey Lundregan Burns - A Century of Trusted Counsel | Scheduled 04.06.26

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This April marks a significant milestone: One hundred years of service.

Since 1926, Casey Lundregan Burns, P.C. has provided thoughtful counsel to individuals and families throughout Massachusetts, guided by a commitment to integrity, diligence, and the protection of what matters most. Across three generations, that foundation has remained unchanged.

As we reflect on this centennial, we are grateful for the trust placed in us and remain dedicated to serving our clients with the same care and purpose for years to come.

Learn more about our services at caseylundreganburns.com

#centennial #estateplanning #massachusettslaw #100yearanniversary #legalservices

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03.24.26 - Casey Lundregan Burns - A Century of Trusted Counsel

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[Blog Post - JAN] New Year, Fresh Start: Is Your Estate Plan Up to Date?

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[Blog Post - JAN] New Year, Fresh Start: Is Your Estate Plan Up to Date?

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New year, fresh start. But when was the last time you looked at your estate plan?

Life changes quickly. A plan that made sense a few years ago may no longer reflect your family, finances, or the people you trust to make decisions. An outdated plan can create confusion and stress at the worst possible time.

Our latest blog explains when it is time for a review and why small updates now can make a big difference later.

Read more here:
https://caseylundreganburns.com/estate-plan-up-to-date

#estateplanning #massachusettslaw #estateplan

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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New Year, Fresh Start: Is Your Estate Plan Up to Date? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Start the new year with peace of mind. Learn why now is the perfect time to review and update your estate plan in Massachusetts.

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[Post - JAN] Knowledgeable, Responsive, and Client Focused | Scheduled 03.18.26

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[Post - JAN] Knowledgeable, Responsive, and Client Focused | Scheduled 03.18.26

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We are grateful for the trust our clients place in us. Providing clear guidance, responsive communication, and steady support throughout the legal process is always our priority.

Our team is committed to helping clients feel informed and confident at every stage, while working toward practical solutions that protect their interests.

Thank you for taking the time to share your experience with Casey Lundregan Burns, P.C.

📞(978) 878-3519

https://caseylundreganburns.com

#lawfirm #massachusettslaw #estateplanning

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[Post - JAN] Named Trustee and Not Sure What Comes Next? | Scheduled 03.13.26

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[Post - JAN] Named Trustee and Not Sure What Comes Next? | Scheduled 03.13.26

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Serving as trustee comes with significant legal and financial responsibilities. After a loved one’s death, trustees must manage assets, notify beneficiaries, handle taxes, and distribute property according to the trust terms.

Trust administration is often faster than probate, but it still involves strict legal requirements. Mistakes can lead to personal liability or disputes among beneficiaries.

Do you understand what is required of you now that you have been named trustee?

If you need guidance, contact Casey Lundregan Burns, P.C. to schedule a consultation and get support through the trust administration process.

📞(978) 878-3519

https://caseylundreganburns.com/estate-litigation

#trustadministration #legalhelp #trustee #estateattorney

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[Post - JAN] When Does an Irrevocable Trust Make Sense? | Scheduled 03.09.26

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[Post - JAN] When Does an Irrevocable Trust Make Sense? | Scheduled 03.09.26

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Irrevocable trusts serve important purposes in estate planning, particularly when tax exposure, creditor protection, or long term care planning is a concern. Once assets are transferred into the trust, a trustee manages them according to the trust terms.

While revocable trusts allow for ongoing changes, irrevocable trusts can provide advantages that other tools cannot. These may include reducing estate taxes, protecting assets from creditors, and helping families qualify for MassHealth benefits.

Choosing the right type of trust requires careful review of your financial picture and long term goals.

How do you know whether an irrevocable trust is the right tool for your estate plan?

To explore your options, contact Casey Lundregan Burns, P.C. today to schedule a consultation.

📞(978) 878-3519

https://caseylundreganburns.com/irrevocable-trust-lawyer-in-massachusetts

#trustplanning #estateplanninglawyer #estateplan #assetprotection

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[Blog Post - JAN] Do You Need a Trust Protector in Massachusetts? | Scheduled 03.04.26

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[Blog Post - JAN] Do You Need a Trust Protector in Massachusetts? | Scheduled 03.04.26

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Trusts are often designed to last for years or even generations. But what happens when family circumstances or tax laws change after the trust is in place?

A Trust Protector can add flexibility to an irrevocable trust, helping ensure the plan continues to reflect your intent without constant court involvement.

Read our blog to learn when a Trust Protector may make sense in Massachusetts and how this role can help protect your estate plan.

https://caseylundreganburns.com/trust-protector

#estateplanning #trusts #trustprotector #massachusettslaw #estatelaw

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Do You Need a Trust Protector in Massachusetts? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Considering a trust protector? This blog explains their role, powers, and how they can add flexibility to your trust in Massachusetts.

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[Post - DEC] Can You Challenge a Will's Validity? Learn Who Qualifies | Scheduled 03.02.26

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[Post - DEC] Can You Challenge a Will's Validity? Learn Who Qualifies | Scheduled 03.02.26

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Not everyone can challenge a will's validity. Massachusetts law limits this right to “interested parties,” which are people who stand to gain or lose if the will is declared invalid.

Who usually qualifies?

Beneficiaries in the current will

Heirs under state intestacy rules

Beneficiaries named in a previous will

If you’re unsure about your rights, schedule your consultation.

📞(978) 878-3519

https://caseylundreganburns.com/contesting-will-mental-capacity

#estateplanning #willcontest #massachusettslaw #inheritance #probate

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[Reel Post - JAN] Meet the Team: Daniel J. Harren | Scheduled 02.26.26

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[Reel Post - JAN] Meet the Team: Daniel J. Harren | Scheduled 02.26.26

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Attorney Daniel J. Harren is licensed to practice law in Massachusetts and is a Senior Associate Attorney at Casey Lundregan Burns, P.C. His practice focuses on fiduciary litigation and trust and estate disputes, representing both fiduciaries and beneficiaries.

Before joining the firm, Attorney Harren spent more than seventeen years with the Middlesex County District Attorney’s Office, where he rose to Senior Trial Attorney. He handled complex criminal matters and managed every stage of litigation, from grand jury investigations to trials and appellate arguments before the Massachusetts Appeals Court and Supreme Judicial Court.

In addition to his courtroom experience, Attorney Harren has mentored attorneys statewide and has presented at Massachusetts Continuing Legal Education programs, as well as guest lectured at Boston College Law School.

We’re proud to have Attorney Harren on our team.

https://caseylundreganburns.com/daniel-harren

#estatelitigation #fiduciarylaw #trustdisputes #massachusettslawyer

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[Post - JAN] Is a Will or Trust Being Challenged? | Scheduled 02.24.26

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[Post - JAN] Is a Will or Trust Being Challenged? | Scheduled 02.24.26

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Challenges to wills and trusts often involve questions of capacity, undue influence, or improper execution. Other disputes arise when fiduciaries fail to follow their legal duties.

Estate litigation helps resolve these issues and protect beneficiaries’ rights. Knowing when to act can prevent further complications.

What should you do if the validity of a will or trust is in question?

Contact Casey Lundregan Burns, P.C. today to discuss your case.

📞(978) 878-3519

https://caseylundreganburns.com/estate-litigation

#estateplanningattorney #estatelitigation #legalcounsel #estatehelp

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[Post - JAN] What Happens When a Fiduciary Abuses Their Role? | Scheduled 02.18.26

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[Post - JAN] What Happens When a Fiduciary Abuses Their Role? | Scheduled 02.18.26

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A fiduciary is legally responsible for managing assets or decisions on behalf of someone else. Executors, trustees, and guardians are expected to act prudently, follow governing documents, and place the interests of beneficiaries above their own.

When those duties are ignored, the consequences can be serious. Misusing funds, failing to account for assets, withholding information, or disregarding the terms of a will or trust can expose a fiduciary to court action, restitution, and removal.

Understanding these obligations helps beneficiaries recognize when something is wrong and take action before further harm occurs.

How would you know if the person entrusted with managing assets is failing to meet their legal responsibilities?

If you have concerns about fiduciary conduct, contact us to schedule a consultation and discuss your options.

📞(978) 878-3519

https://caseylundreganburns.com/fiduciary-litigation

#fiduciaryduty #fiduciarylitigation #estateattorney #legalguidance

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[Post - DEC] Why Consider a Living Trust in Your Estate Plan? | Scheduled 01.20.26

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[Post - DEC] Why Consider a Living Trust in Your Estate Plan? | Scheduled 01.20.26

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For many families, a living trust offers peace of mind that assets will be distributed smoothly and privately. It removes many of the delays and public filings that come with probate and can also help prevent potential disputes among heirs.

Beyond efficiency, a trust allows for more control. You can decide when and how beneficiaries receive their inheritance, support charities that matter to you, and adjust plans as life changes.

A trust alone is not enough. A will remains important to capture anything not placed inside the trust through a pour-over clause.

If you want to explore how a living trust might strengthen your planning, contact us for guidance.

📞(978) 878-3519

https://caseylundreganburns.com/living-trust-lawyer-in-salem-ma

#livingtrust #estateplan #estateplanninglawyer #massachusettsestate

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[Post - DEC] Is It Possible to Structure Your Estate So Your Family Can Avoid Probate Entirely? | Scheduled 01.16.26

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[Post - DEC] Is It Possible to Structure Your Estate So Your Family Can Avoid Probate Entirely? | Scheduled 01.16.26

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Probate in Massachusetts involves a series of court-supervised actions such as filing petitions, notifying heirs, inventorying assets, handling creditor claims, and ultimately distributing property. Each step has specific requirements and timelines that can be difficult to manage without guidance.

For families already dealing with loss, following these procedures can feel overwhelming. Knowing what to expect helps remove uncertainty and ensures that nothing important is overlooked.

With the right support, probate becomes far more manageable and less stressful.

How prepared is your family to navigate each stage of the probate process?

If you’d like clarity on the steps involved or assistance managing an estate, connect with us to schedule a consultation.

📞(978) 878-3519

https://caseylundreganburns.com/probate-administration-lawyer-in-massachusetts

#probatehelp #estateattorney #probatelawyer #legalcounsel

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[Post - DEC] A Law Firm That Stands by You Year After Year | Scheduled 01.14.26

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[Post - DEC] A Law Firm That Stands by You Year After Year | Scheduled 01.14.26

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We are truly honored to have earned the trust of our clients for over 30 years.

At Casey Lundregan Burns, P.C. we are committed to providing the most professional representation while being compassionate, patient, and understanding of each unique family matter.

Thank you for allowing us to be part of your journey.

📞(978) 878-3519

https://caseylundreganburns.com

#testimonial #lawfirm #massachusettslaw #review

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[Post - DEC] Happy Holidays | Scheduled 12.25.25

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[Post - DEC] Happy Holidays | Scheduled 12.25.25

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Wishing you a joyful and restorative holiday season filled with peace, connection, and moments spent with the people who matter most.

As we look ahead to a new year, our team is grateful for the trust and confidence of our clients and community. It is our privilege to support you and your families, and we look forward to continuing to serve you in the year to come.

Happy Holidays and Happy New Year from all of us at Casey Lundregan Burns, P.C.

https://caseylundreganburns.com

#happyholidays #newyear

#seasonsgreetings #estateplanning #massachusettslaw

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[Blog Post - DEC] Avoid Probate Delays During the Holiday Season | Scheduled 12.16.25

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[Blog Post - DEC] Avoid Probate Delays During the Holiday Season | Scheduled 12.16.25

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The holidays are a time for connection and reflection, but they can also create unexpected delays in the probate process. Court closures, reduced hours at financial institutions, limited professional availability, and family logistics can all slow things down when timing matters most.

Our latest blog breaks down the most common holiday season obstacles and the steps executors can take now to keep an estate moving smoothly. From gathering key documents to creating a communication plan, a little preparation can prevent significant delays and protect your loved one’s wishes.

Read the full blog to learn how to stay ahead of holiday probate delays.

https://caseylundreganburns.com/avoid-probate-delays-during-the-holiday-season

#holidayseason #probate #legaltips #probatehelp

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Avoid Probate Delays During the Holiday Season | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Planning ahead matters. This blog explains how to minimize probate disruptions during the busy holiday season in Massachusetts.

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[Post - NOV] A Deed of Variation Allows a Beneficiary To Say | Scheduled 12.15.25

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[Post - NOV] A Deed of Variation Allows a Beneficiary To Say | Scheduled 12.15.25

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A Deed of Variation doesn’t replace the will, but it changes the outcome for the person who signs it.

With a Deed of Variation you can reroute cash, real estate, or personal items, and also set up a new trust for these redirected assets.

Other beneficiaries and the personal representative must sign if the changes affect others or estate taxes.

📞(978) 878-3519

https://caseylundreganburns.com/can-executor-change-will

#estateplanning #probate #inheritance #willandtrust #deedofvariation

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[Post - NOV] Meet the Team: Christelle J. Jean-Felix | Scheduled 12.11.25

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[Post - NOV] Meet the Team: Christelle J. Jean-Felix | Scheduled 12.11.25

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Attorney Jean-Felix is licensed in Massachusetts and New Hampshire. Her practice at Casey Lundregan Burns, P.C. centers on housing, real estate, and condominium law. She also has experience in estate planning, trust administration, and family law, helping clients handle important legal matters with care.

Attorney Jean-Felix speaks French, Haitian Creole, and Spanish and enjoys classical dancing, hiking, and skiing.

We’re glad to have Attorney Jean-Felix on our team.

https://caseylundreganburns.com/christelle-j-jean-felix

#meettheteam #estateplanning #probateattorney #elderlaw #massachusettslawyer

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[Post - NOV] Blended Families and No Will: What Are Your Options? | Scheduled 12.09.25

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[Post - NOV] Blended Families and No Will: What Are Your Options? | Scheduled 12.09.25

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In Massachusetts, the law takes over through intestacy rules, which decide who inherits. Usually, spouses and children come first, but what about unmarried partners or blended families?

That’s where a Deed of Family Arrangement can help, giving families flexibility to make things fair and even reduce taxes.

📞(978) 878-3519

https://caseylundreganburns.com/can-executor-change-will

#estateplanning #massachusettslaw #intestacy #familylaw #willsandtrusts

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[Post - NOV]  A Team That Truly Understands Privacy and Care | Scheduled 12.05.25

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[Post - NOV]  A Team That Truly Understands Privacy and Care | Scheduled 12.05.25

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Attorney Harren joined Casey Lundregan Burns, P.C. after more than seventeen years with the Middlesex County District Attorney’s Office.

As a criminal prosecutor, Attorney Harren handled all aspects of litigation including grand jury investigations, trying cases before the Massachusetts District, Juvenile, and Superior Courts, and arguing appellate matters before both the Massachusetts Appeals and Supreme Judicial Courts.

At Casey Lundregan Burns, Attorney Harren concentrates his practice in fiduciary litigation where he represents fiduciaries and beneficiaries in trust and estate matters, as well as other related areas.

📞(978) 878-3519

https://caseylundreganburns.com

#testimonial #lawfirm #massachusettslaw #review

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08.21.25 - Casey Lundregan Burns - A Team That Truly Understands Privacy and Care (1)

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[Post - DEC] New Regulation Bans Home Inspection Waivers | Scheduled 12.03.25

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[Post - DEC] New Regulation Bans Home Inspection Waivers | Scheduled 12.03.25

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On June 6, 2025, Massachusetts adopted 760 CMR 74.00, a new regulation on home inspection waivers. This regulation dictates that no seller of a residential property, nor their agent, can negotiate a waiver for a home inspection, or in any way limit the prospective purchaser's right to have a home inspection. Such parties also cannot accept an offer from a buyer that indicates they intend to waive or limit their right to a home inspection. In short? While buyers may choose not to conduct a home inspection, the onus is now on sellers to ensure that option is readily available to buyers.

Our Real Estate Team is prepared to help you with this significant shift in legal statute as you prepare to either sell or purchase a home. Feel free to call us at (978) 788-9934 or visit our website to connect with our team.

https://caseylundreganburns.com/contact

#realestate #homeinspection #homesellers #massachussets

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11.24.25 - Casey Lundregan Burns - New Regulation Bans Home Inspection Waivers

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[Post - DEC] This Estate Planning Mistake Could Cost You Millions | Scheduled 12.01.25

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[Post - DEC] This Estate Planning Mistake Could Cost You Millions | Scheduled 12.01.25

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An update to U.S. Tax code will increase the estate exclusion amount from $13.99 million to $15 million in 2026. This exclusion will allow estates to now transfer up to $15 million without any tax liability.

Additionally, married couples have special provision called portability which allows a surviving spouse to use any unused exclusion amount from their deceased partner’s estate.

To claim this valuable benefit, estates must be meticulously planned, and complete estate tax returns must be filed even when no taxes are owed. As exclusion amounts continue to rise, the stakes for proper estate planning grow exponentially. What seems like a minor paperwork issue today could cost your heirs millions tomorrow.

Don't let a simple mistake jeopardize your family's financial future. Schedule a consultation with our office today to ensure your estate plan is taking full advantage of estate exclusion opportunities. Feel free to call us at (978) 788-9934 or visit our website to connect with our team.

https://caseylundreganburns.com/estate-planning-mistake

#estatelawyer #estateplanning #legaltips #estateplan

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11.24.25  - Casey Lundregan Burns - This Estate Planning Mistake Could Cost You Millions  (2)

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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As we gather in gratitude, we want to thank our clients and community for allowing us to support you through life’s most important planning moments. Your trust and partnership mean everything to us.

Wishing you a warm and joyful Thanksgiving surrounded by loved ones.

Happy Thanksgiving!

https://caseylundreganburns.com

#thanksgiving #estateplanning #thankful #gratitude

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11.26.25 - Casey Lundregan Burns - Happy Thanksgiving 

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[Post - DEC] Snowbirds: Essential Steps Before Heading South | Scheduled 11.26.25

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[Post - DEC] Snowbirds: Essential Steps Before Heading South | Scheduled 11.26.25

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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 such as escaping harsh New England winters and enjoying year-round recreational opportunities; however, maintaining residences in multiple states introduces unique legal and practical considerations that require careful planning.

Don't wait until you're settling into your Florida residence to address these important legal matters. Contact us today to review your estate plan and ensure it's optimized for your snowbird lifestyle. Feel free to call us at (978) 788-9934 or visit our website to connect with our team.

https://caseylundreganburns.com/essential-steps-before-heading-south

#snowbirds #estateplanning #legaltips #massachusetts

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11.24.25 - Casey Lundregan Burns - Snowbirds Essential Steps Before Heading South (1)

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[Blog Post - NOV] Preparing an Inventory for Probate in Massachusetts | Scheduled 11.26.25

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[Blog Post - NOV] Preparing an Inventory for Probate in Massachusetts | Scheduled 11.26.25

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Listing a person’s assets after their passing is an important part of the probate process. Many assume property, bank accounts, and real estate automatically transfer to loved ones, but complications often arise when the probate court requires a formal inventory.

Want to avoid surprises? Read our blog for legal tips.

https://caseylundreganburns.com/probate-inventory

#probateprocess #estateplanning #inheritance #massachusettslaw #probatecourt

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Preparing an Inventory for Probate in Massachusetts | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Learn how to prepare an inventory for probate in Massachusetts, including what assets to list and how to meet court requirements.

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[Post - NOV] Your Family Deserves Clarity: Let’s Make a Plan Together | Scheduled 11.24.25

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[Post - NOV] Your Family Deserves Clarity: Let’s Make a Plan Together | Scheduled 11.24.25

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Taking a moment now to create a will can make all the difference for your loved ones later. It’s about making sure your wishes are clear and that your family feels supported, no matter what life brings.

If you haven’t started yet, we’re here to help. Reach out today to set up a consultation.

https://caseylundreganburns.com/contact

#estateplanning #protectyourlegacy #familyfirst

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[Blog Post - NOV] Can My Spouse Cut Me Out of Their Will? | Scheduled 11.21.25

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[Blog Post - NOV] Can My Spouse Cut Me Out of Their Will? | Scheduled 11.21.25

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Imagine sitting with your lawyer and discovering your spouse left you nothing in their will. Is that even legal in Massachusetts?

The good news: Massachusetts law protects surviving spouses. You’re entitled to a minimum portion of the estate, called a statutory share, even if the will says otherwise.

Read our blog to learn how this works and what it means for your rights.

https://caseylundreganburns.com/can-my-spouse-cut-me-out-of-will

#massachusettslaw #estateplanning #spousalrights

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Can My Spouse Cut Me Out of Their Will? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Can your spouse legally leave you out of their will in Massachusetts? Discover your rights and legal protections as a surviving spouse.

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[Post - NOV]  Cheerful, Helpful, and Truly Caring | Scheduled 11.11.25

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[Post - NOV]  Cheerful, Helpful, and Truly Caring | Scheduled 11.11.25

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The Business Team at Casey Lundregan Burns, P.C. strives to provide empathetic, mindful support to all our clients and each team member feels rewarded when they are able to support the other teams in attaining the best legal outcomes possible.

📞(978) 878-3519

https://caseylundreganburns.com

#testimonial #lawfirm #massachusettslaw #review #estateplanning

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[Post - OCT] Casey Lundregan Burns, P.C. Featured in Massachusetts Lawyers Weekly’s “Best Women-Led Law Firms” | Scheduled 10.03.25

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[Post - OCT] Casey Lundregan Burns, P.C. Featured in Massachusetts Lawyers Weekly’s “Best Women-Led Law Firms” | Scheduled 10.03.25

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Attorney Allison Burns has been with Casey Lundregan Burns for eight years and made partner before the age of 30. She actively promotes the firm’s core values of excellence, professionalism, encouragement, service, growth, and community, both with clients and as a mentor to her employees.

The firm proudly consists of 60% women attorneys, well above the national average of 41%. These attorneys proudly work with Attorney Burns to continue the firm’s three-generation legacy as a bellwether of legal advocacy in fiduciary litigation, probate and trust administration, estate planning, real estate, and housing law throughout the Commonwealth of Massachusetts.

https://masslawyersweekly.com/2025/09/29/in-the-lead-best-women-led-law-firms-2025/

#estateplanning #fiduciarylitigation #probate #realestate #housing #masslawyers #womeninlaw

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[Post - JULY] Plan Ahead, Rest Easy | Scheduled 8/28/2025

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[Post - JULY] Plan Ahead, Rest Easy | Scheduled 8/28/2025

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Every family deserves to feel safe and in control when it comes to their future.

At Casey Lundregan Burns, P.C. we understand how hard you have worked to build your savings and we don’t think nursing home bills or taxes should take that away from you.

Schedule your consultation and together we’ll make a plan that’s right for you.

📞(978) 878-3519

https://caseylundreganburns.com/contact

#estateplanning #elderlaw #protectyourassets #estateplan

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06.25.25 - Casey Lundregan Burns - Plan Ahead, Rest Easy (1)

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[Blog Post - JULY] Contesting a Will in Massachusetts: What Evidence is Needed? | Scheduled 8/25/2025

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[Blog Post - JULY] Contesting a Will in Massachusetts: What Evidence is Needed? | Scheduled 8/25/2025

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Life can feel upside down when you lose a loved one, and it often gets even more complicated if you suspect that their will does not reflect their true wishes.

We understand how family disagreements and confusion can compound stress during an already trying time. Learn what steps you can take, read our blog.

https://caseylundreganburns.com/contesting-will-evidence

#willdispute #estateplanning #contestedwills #blog

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Contesting a Will in Massachusetts: What Evidence is Needed? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Thinking about contesting a will in Massachusetts? Learn what types of evidence are needed to support your claim in probate court.

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[Reel Post - JULY] Meet the Team: Denise Leydon Harvey | Scheduled 8/21/2025

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[Reel Post - JULY] Meet the Team: Denise Leydon Harvey | Scheduled 8/21/2025

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We are proud to introduce Attorney Denise Leydon Harvey, a dedicated legal advocate with decades of experience in probate and trust administration.

At Casey Lundregan Burns, P.C. Attorney Harvey specializes in probate, and various types of guardianships and conservatorships. Attorney Harvey brings deep knowledge and heartfelt commitment to every case.

We are grateful to have her as part of our team.

https://caseylundreganburns.com/denise-leydon-harvey

#meettheteam #estateplanning #probateattorney #elderlaw #massachusettslawyer

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[Post - JULY] Exceptional Supportin Our Probate Case | Scheduled 8/18/2025

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[Post - JULY] Exceptional Supportin Our Probate Case | Scheduled 8/18/2025

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Our team at Casey Lundregan Burns P.C. works diligently to ensure our clients have a clear understanding of their legal process throughout its entire trajectory.

Thank you for placing your trust in us.

📞(978) 878-3519

https://caseylundreganburns.com

#clientreview #massachusettslaw #testimonial

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[Blog Post - JULY] The Benefits of Estate Mediation vs. Litigation in Massachusetts | Scheduled 8/14/2025

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[Blog Post - JULY] The Benefits of Estate Mediation vs. Litigation in Massachusetts | Scheduled 8/14/2025

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When estate disputes arise, emotions can run high and so can legal costs.

At Casey Lundregan Burns, P.C. we have supported Massachusetts families through both mediation and litigation for over 90 years.

Read our blog to learn which option might be best for your family.

https://caseylundreganburns.com/estate-mediation-vs-litigation

#estatelaw #estatemediation #blog #estatelitigation #legalhelp

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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When estate disputes arise, emotions often run high, and so can legal costs. At Casey Lundregan Burns, P.C. we have helped Massachusetts families with these difficult moments for over 90 years. One of the most important choices you will face is how to resolve the conflict: through mediation or litigation.

What is Estate Mediation?

Estate mediation is a voluntary process (though it can be court-ordered at times) in which a neutral third party helps people resolve conflicts regarding a decedent's estate. Its focus is open communication, with the mediator ensuring everyone has a chance to share thoughts and concerns. The mediator never imposes a decision; instead, they help the group identify common ground and propose solutions they can all accept.

This method is grounded in the idea that each side has valuable insights. The mediator's job is to guide constructive discussions, clarify misunderstandings, and keep things respectful. Because of that, mediation encourages cooperation instead of confrontation.

What is Estate Litigation?

Estate litigation is the formal court process used to settle disputes over a decedent's assets. It involves procedural steps such as filing complaints, exchanging evidence through discovery, preparing motions, and eventually going to trial. While the court may issue orders along the way, the final stage often involves a judge (or in some cases a jury) deciding who prevails.

Litigation tends to be more structured and can take quite a while. It also has the potential to become expensive as attorney fees and court costs add up. Though it can be well-suited to certain scenarios, it may exacerbate tension within families if the parties feel they are forced into adversarial roles.

Key Benefits of Estate Mediation

Before diving into the specific advantages, we want to highlight that mediation offers a more private and less adversarial environment than litigation. The benefits below speak to why many Massachusetts families choose this path.

Cost Savings

Mediation is often less costly than litigation, largely because the process is streamlined. The parties typically share a mediator's fee, and they avoid many of the expenses linked to depositions, court motions, and lengthy trials. Some courts and community-based programs also provide affordable or no-cost mediation services, which can further minimize financial pressure.

By cutting down on high legal bills, you help safeguard the estate's assets. This can be a big plus when preserving inheritances or funds that support a beneficiary's ongoing needs.

Time Efficiency

Mediation can settle estate conflicts in a shorter period, letting everyone move forward more quickly. It is far simpler to schedule a few mediation sessions than to wait months for a court date. That shorter timeline can reduce stress and help folks avoid tying up family resources for many years.

Although there is never a guaranteed conclusion in a single meeting, mediation tends to progress at a faster pace than traditional court proceedings, which suits families eager to find closure.

Confidentiality

Mediation sessions remain confidential. The parties maintain control over sensitive information, and any discussions or notes cannot be used in future legal actions if the mediation does not end in a settlement. Court pleadings, by contrast, usually become public records, exposing personal details that many families would prefer to keep private.

This privacy often encourages people to speak more freely, leading to honest and productive conversations that might be difficult in a courtroom setting.

Preservation of Relationships

One major benefit of mediation is its ability to safeguard relationships. Litigation can break families apart and create lasting resentments. Mediation focuses on solutions rather than blame, so individuals can feel heard without feeling attacked.

Communication in mediation tends to be calmer. The hope is to address conflicts with respect, thus reducing long-term friction among family members who may share holiday gatherings or other traditions even after an estate dispute concludes.

Flexibility and Control

Resolving estate conflicts through mediation permits families to form creative solutions that suit everyone's needs. You are not locked into an all-or-nothing court judgment. Mediation participants can suggest unique payment plans, schedule asset distributions that feel fair to multiple heirs, or resolve missing details that a Will might not have covered.

At the end of the process, no settlement becomes official unless both sides endorse it. That sense of ownership can help everyone feel more at ease with the result.

Higher Compliance Rates

Settlements reached through conversation and compromise often yield better follow-through. When people help shape their final agreement, they tend to abide by it without feeling resentful. They appreciate having a voice in the negotiations rather than being told what to do by a judge.

This cooperative approach can also reduce lingering hostility and the likelihood of heading back to court later to enforce or modify any orders.

Below is a quick comparison chart that shows how mediation and litigation can differ on a few important aspects.

When Might Litigation Be Necessary?

Certain disputes need the authority of the probate court. If a mediator cannot break a stalemate or if one of the parties absolutely refuses to cooperate, mediation might not move forward. Some legal matters also require a judge's oversight, such as contested Will validity or complex fraud allegations.

For example, if someone suspects a forged signature on the decedent's Will or hidden assets, they may file a suit to access court procedures and subpoenas. That level of scrutiny may be the only way to uncover wrongdoing and secure an enforceable verdict. While litigation can be painful, it does provide legal safeguards that mediation alone cannot offer.

The Mediation Process in Massachusetts

Most mediations begin when the parties select or are assigned a mediator. Each side may supply documents or details about the estate ahead of time, which helps the mediator understand the issues at hand. When mediation starts, everyone typically gathers in a comfortable setting where they can speak directly or work in private sessions with the mediator acting as a liaison.

Lawyers are often present to advise their clients, but the mediator remains neutral. The objective is to identify sticking points, acknowledge each person's viewpoint, and find workable solutions. If everyone reaches an agreement, the mediator can draft a settlement for signature, and the attorneys can then incorporate it into the probate case without needing a full trial.

Considerations When Choosing Between Mediation and Litigation

Deciding on a path requires careful thought. Parties should reflect on their budget, how soon they want closure, the complexity of the questions at stake, and whether they are still on speaking terms with others involved. During discussions with counsel, it helps to be candid about family dynamics and any wrongdoing that may influence the best route to resolve the case.

A qualified estate planning attorney will review your overall situation, weigh the potential pitfalls, and help you decide what matches your goals. Some disputes really do call for the procedural power of the court, while others benefit from a calmer, more private setting where compromise is possible. Either approach has its place, but it should hinge on your comfort level and desired end result.

Need Assistance with an Estate Dispute? Contact Casey Lundregan Burns, P.C.

Our firm is committed to offering strong legal counsel and dedicated advocacy in trust and estate matters across Massachusetts. We have helped many families resolve controversies in a manner that preserves what truly matters to them. Feel free to call us at 978-878-3519 or visit our page to schedule a consultation about your estate dispute. We are here to guide you through the process and pursue lasting results while safeguarding your family's legacy.

The information in this post is not intended as legal advice or as a substitute for the particularized advice of counsel. For more information, please consult an attorney.

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The Benefits of Estate Mediation vs. Litigation in Massachusetts | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Considering estate mediation or litigation in Massachusetts? Learn the pros and cons of each approach to resolving estate disputes.

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[Post - JULY] Inheritance and Life Insurance Conflicts: Know Your Rights | Scheduled 8/11/2025

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[Post - JULY] Inheritance and Life Insurance Conflicts: Know Your Rights | Scheduled 8/11/2025

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Disputes over inherited funds and life insurance can get complicated, especially with last-minute beneficiary changes.

A beneficiary designation lets assets such as life insurance and retirement accounts bypass probate, passing directly to your chosen recipient.

Need help understanding or resolving beneficiary conflicts? We are here to support you.

📞(978) 878-3519

https://caseylundreganburns.com/contesting-beneficiary-designation

#inheritance #beneficiarydesignations #estateplanning #massachusettslaw #probate

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06.25.25 - Casey Lundregan Burns - Inheritance and Life Insurance Conflicts Know Your Rights

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[Reel Post - JULY] Prevent Beneficiary Disputes Before They Start  | Scheduled 7/31/2025

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[Reel Post - JULY] Prevent Beneficiary Disputes Before They Start  | Scheduled 7/31/2025

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Preventing disputes over your estate starts with thoughtful planning and clear communication.

Taking these steps can help avoid painful conflicts among your loved ones.

Start the conversation, choose trustworthy fiduciaries, review your plans regularly, and schedule your consultation with us.

📞(978) 878-3519

https://caseylundreganburns.com/contesting-beneficiary-designation

#estateplanning #legaltips #financialplanning #willandtrust

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06.25.25- Casey Lundregan Burns - Prevent Beneficiary Disputes Before They Start

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[Carousel Post - JULY] 5 Common Mistakes to Avoid When Applying for MassHealth | Scheduled 7/28/2025

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[Carousel Post - JULY] 5 Common Mistakes to Avoid When Applying for MassHealth | Scheduled 7/28/2025

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Avoiding mistakes on your MassHealth application can save you time, stress, and potential denials.

From gifting assets too close to the application date to misunderstanding the look-back period, even small missteps can have big consequences.

Learn what to avoid and why getting legal help matters.

📞(978) 878-3519

https://caseylundreganburns.com/medicaid-eligibility-massachusetts

#masshealth #medicaidplanning #estateplanning #longtermcare #medicaideligibility

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[Post - JUNE] How One Gift Could Cost You Months of Nursing Home Bills | Scheduled 7/24/2025

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[Post - JUNE] How One Gift Could Cost You Months of Nursing Home Bills | Scheduled 7/24/2025

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If you gift assets, even to loved ones, Medicaid may temporarily deny coverage for nursing home care.

During this ineligibility period, you will need to cover nursing home expenses out of pocket. Once the penalty period ends, you can reapply and resume benefits.

Planning ahead is important. Contact us to protect your assets and secure your care.

📞(978) 878-3519

https://caseylundreganburns.com/medicaid-crisis-planning-lawyer-in-salem-ma

#medicaidplanning #assetprotection #longtermcare #medicaidlawyer

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05.22.25  - Casey Lundregan Burns - How One Gift Could Cost You Months of Nursing Home Bills

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[Post - JUNE] A Truly Supportive and Knowledgeable Attorney | Scheduled 7/21/2025

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[Post - JUNE] A Truly Supportive and Knowledgeable Attorney | Scheduled 7/21/2025

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We are truly grateful for these kind words from a recent client.

At Casey Lundregan Burns P.C. we believe in taking the time to patiently walk through each question and clearly explain every step of the process.

No matter where you are in your legal journey, we are here to support you with care and clarity.

📞(978) 878-3519

https://caseylundreganburns.com

#testimonial #lawfirm #massachusettslaw #review

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05.21.25 - Casey Lundregan Burns - A Truly Supportive and Knowledgeable Attorney

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[Post - JUNE] Myth vs Fact | Scheduled 7/17/2025

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[Post - JUNE] Myth vs Fact | Scheduled 7/17/2025

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Myth: A Living Will is just like your regular will.

Fact: A Living Will is a medical document that guides treatment decisions if you are unable to speak for yourself. In Massachusetts, it is often combined with a Health Care Proxy for full effect.

Want to get started with your own? We are here to help.

Contact us for a consultation.

📞(978) 878-3519

https://caseylundreganburns.com/living-wills-and-advance-healthcare-directives-lawyer

#livingwill #healthcareproxy #advancecareplanning #massachusettslaw

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05.21.25  - Casey Lundregan Burns - Myth vs Fact

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[Reel Post - JUNE] Meet the Team: Raeha S. Noel | Scheduled 7/14/2025

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[Reel Post - JUNE] Meet the Team: Raeha S. Noel | Scheduled 7/14/2025

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We are glad to introduce Attorney Raeha S. Noel, a passionate and dedicated member of the Casey Lundregan Burns, P.C. team.

Attorney Noel brings not only a strong legal background but also a genuine commitment to helping people through some of life’s more complicated moments.

From housing issues and boundary disputes to probate matters, she’s known for offering clear guidance, steady support, and compassionate advocacy when it matters most.

We are proud to have Attorney Noel as part of our firm.

https://caseylundreganburns.com/raeha-s-noel

#attorney #meettheteam #legalcounsel #massachusettslawyer

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05.22.25 - Casey Lundregan Burns - Meet the Team

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[Post - JUNE] Protect Your Wishes. Protect Your Family.  |  Scheduled 7/10/2025

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[Post - JUNE] Protect Your Wishes. Protect Your Family.  |  Scheduled 7/10/2025

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No one wants to think about medical emergencies, but having an advance directive living will guarantees your healthcare choices are honored and spares your family from difficult decisions in times of crisis.

At Casey Lundregan Burns P.C. we have been helping families with trusted estate planning strategies for over 90 years.

Let us help you update or create the documents that matter most for your future security and clarity.

📞(978) 878-3519

https://caseylundreganburns.com/living-wills-and-advance-healthcare-directives-lawyer

#estateplanning #livingwill #advancedirective

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05.21.25 - Casey Lundregan Burns - Protect Your Wishes. Protect Your Family. (2)

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[Post - JUNE] Massachusetts Medicaid Crisis Planning: Save 40–50% of Your Assets | Scheduled 7/7/2025

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[Post - JUNE] Massachusetts Medicaid Crisis Planning: Save 40–50% of Your Assets | Scheduled 7/7/2025

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Nursing home care in Massachusetts can be extremely expensive, but you may not need to spend all of your savings to qualify for Medicaid.

Through Medicaid crisis planning, it’s possible to protect 40–50% of your assets by gifting them to family members, even if you need care soon.

Contact us to explore your options.

📞(978) 878-3519

https://caseylundreganburns.com/medicaid-crisis-planning-lawyer-in-salem-ma

#medicaidplanning #assetprotection #estateplanning #medicaid

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05.21.25  - Casey Lundregan Burns - Massachusetts Medicaid Crisis Planning

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[Blog Post - JUNE] Are Retirement Accounts Subject to Probate? | Scheduled 7/3/2025

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[Blog Post - JUNE] Are Retirement Accounts Subject to Probate? | Scheduled 7/3/2025

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A key concern in estate planning is making sure assets pass to loved ones. Retirement accounts, often a large part of an estate, can either transfer easily or get caught in probate. Whether they avoid probate depends on how they’re set up.

Accounts with properly named beneficiaries usually bypass probate. But outdated info, missing beneficiaries, or legal mistakes can cause delays.

Want to make sure your retirement accounts are set up correctly? Read our blog for tips:

https://caseylundreganburns.com/do-iras-go-through-probate

#estateplanning #probate #beneficiaries #estateplan

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Are Retirement Accounts Subject to Probate? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Are your retirement accounts protected from probate? This blog explains when they are and aren’t included in a Massachusetts probate estate.

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[Carousel Post - JUNE] Mid-Year Estate Plan Checkup: 5 Things to Review This June | Scheduled 6/30/2025

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[Carousel Post - JUNE] Mid-Year Estate Plan Checkup: 5 Things to Review This June | Scheduled 6/30/2025

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As we reach the halfway point of the year, it’s the perfect time to make sure your estate plan still reflects your current wishes and circumstances.

Here are 5 key areas to review:

1. Beneficiaries

2. Power of attorney

3. Healthcare directives

4. Asset changes

5. Document accessibility

A quick mid-year review can save your family stress and uncertainty down the road.

Need help with your checkup? Contact us today to schedule your estate plan review.

📞(978) 878-3519

https://caseylundreganburns.com

#estateplanning #legaltips #wills #trusts #powerofattorney

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05.22.25 - Casey Lundregan Burns P.C. -Mid-Year Estate Plan Checkup (4)

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[Post - MAY] Clients Say It Best | Scheduled 6/26/2025

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[Post - MAY] Clients Say It Best | Scheduled 6/26/2025

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Feeling heard, informed, and completely at ease, that’s how our clients describe their experience with us.

We provide clear options and the confidence to move forward with clarity and trust.

Thank you for choosing us.

📞(978) 878-3519

https://caseylundreganburns.com

#clientreview #massachusettslaw #MAlawyer #estateplan

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04.29.25 - Casey Lundregan Burns - Clients Say It Best

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[Post - MAY] Did You Know? | Scheduled 6/9/2025

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[Post - MAY] Did You Know? | Scheduled 6/9/2025

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Many seniors depend on MassHealth to cover nursing home and long-term care expenses. Unfortunately, following the wrong advice can lead to significant financial loss for families.

The good news: you don’t need to spend down all your assets to qualify.

Make informed choices to secure your family's future with proper planning.

📞(978) 878-3519

https://caseylundreganburns.com/elder_law

#elderlaw #longtermcare #medicaidplanning #masshealth

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04.29.25 - Casey Lundregan Burns - Did You Know 

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[Reel Post - MAY] Estate Planning Made Simple, for Today and Tomorrow | Scheduled 6/5/2025

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[Reel Post - MAY] Estate Planning Made Simple, for Today and Tomorrow | Scheduled 6/5/2025

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Casey Lundregan Burns, P.C. develops estate plans that provide for your immediate needs while putting protection in place to meet eventual needs of the future.

Our dedicated legal team works with a wide array of tools to enable you to reach your specific goals.

📞(978) 878-3519

https://caseylundreganburns.com

#estateplanning #legalhelp #futureplanning #legalcounsel

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03.14.25 - Casey Lundregan Burns - Estate Planning Made Simple

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[Reel Post - MAY] Avoid Common Pitfalls in Informal Probate | Scheduled 6/2/2025

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[Reel Post - MAY] Avoid Common Pitfalls in Informal Probate | Scheduled 6/2/2025

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While informal probate may streamline the estate process by avoiding court hearings, it is not without risks.

• Failing to identify all heirs can result in case rejection.
• Overlooking debts or taxes may expose the personal representative to liability.
• Incorrect filings could delay proceedings or require formal probate instead.

Contact us to make sure your probate process is handled correctly from the beginning.

📞(978) 878-3519

https://caseylundreganburns.com/informal-probate-massachusetts

#probate #informalprobate #legaltips #probatelawyer

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04.29.25 - Casey Lundregan Burns -  Avoid Common Pitfalls in Informal Probate

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[Blog Post - MAY] Who Keeps the Original Copy of a Will in Massachusetts? | Scheduled 5/29/2025

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[Blog Post - MAY] Who Keeps the Original Copy of a Will in Massachusetts? | Scheduled 5/29/2025

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Most people understand that having a will is important, but what happens after it’s signed? Where should you keep it? Who should have access to it?

One of the most overlooked parts of estate planning is making sure the original will is stored properly.

Let’s break down why that matters and what your options are.

https://caseylundreganburns.com/who-keeps-the-original-copy-of-will

#estateplanning #wills #blog #MAlawfirm

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Who Keeps the Original Copy of a Will in Massachusetts? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Wondering who keeps the original will in Massachusetts? Learn the legal responsibilities and best practices for will storage and access.

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[Post - MAY] Informal Probate: A time-Saving Option for Estates | Scheduled 5/27/2025

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[Post - MAY] Informal Probate: A time-Saving Option for Estates | Scheduled 5/27/2025

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When someone passes, their estate usually goes through a legal process called probate. In Massachusetts, there's a quicker and more affordable option called informal probate, and it doesn’t require any court hearings.

This process simplifies estate administration, but not all estates qualify. If the estate meets certain conditions, informal probate can save both time and money.

Know your options. It could make a big difference.

📞(978) 878-3519

https://caseylundreganburns.com/informal-probate-massachusetts

#probate #informalprobate #estateplanning #legalhelp

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04.29.25  - Casey Lundregan Burns - Informal Probate

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[Blog Post - MAY] How the Trust Administration Process Works: A Step-by-Step Guide | Scheduled 5/22/2025

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[Blog Post - MAY] How the Trust Administration Process Works: A Step-by-Step Guide | Scheduled 5/22/2025

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Managing a trust comes with important responsibilities, and the process can often feel overwhelming.

Trusts are valuable tools for protecting and distributing assets, but handling the administration correctly is key.

Families often have questions, especially in Massachusetts, where trust laws vary. Read our blog to learn how trust administration works.

https://caseylundreganburns.com/trust-administration-process

#trustadministration #massachusettslaw #estateplanning #trusts #trustmanagement #blog

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Managing a trust comes with important responsibilities, and the process can often feel overwhelming. Trusts are valuable tools for protecting and distributing assets, but handling the administration correctly is key to ensuring everything runs smoothly. Families often have questions about what steps to take, especially in Massachusetts, where specific laws govern trust administration.

The Trust Administration Process in Massachusetts

Trust administration comes with important legal responsibilities and each step must be handled with care. Let us walk through what is involved in making sure the trust is properly managed and distributed.

Step 1: Initial Steps Following the Grantor's Death

The process begins as soon as the grantor (the person who created the trust) passes away. At this stage, the trustee takes on a critical role in carrying out the trust's terms. Some of the first tasks include:

Obtaining the death certificate - This document is required for various legal and financial purposes, such as notifying banks and government agencies.

Notifying beneficiaries and financial institutions - Massachusetts law requires proper notice to be given to beneficiaries and relevant entities, such as banks and investment firms.

Locating and reviewing the trust document - Understanding the trust's terms is crucial to accurately carrying out the grantor's wishes.

Filing an affidavit regarding the grantor's death - Some trusts require a formal affidavit to confirm the trustee's authority.

Opening a trust bank account - This helps keep trust assets separate from personal funds and ensures proper record-keeping.

Consulting with an attorney - Seeking legal guidance early in the process can help avoid mistakes and ensure compliance with Massachusetts law.

Step 2: Inventory and Appraisal of Assets

Once the initial steps are completed, the next priority is identifying and valuing all trust assets:

Real estate, bank accounts, investments, and personal property - A complete list must be made to ensure nothing is overlooked.

Valuation of assets - Determining fair market value is important for tax purposes and equitable distribution among beneficiaries.

Hiring appraisers if necessary - Professional valuations can help establish accurate figures for real estate, valuable personal items, or business interests.

Step 3: Managing Assets and Financial Duties

A trustee has a legal responsibility to manage trust assets wisely:

Step 4: Compliance with Massachusetts Laws

Massachusetts follows the Massachusetts Uniform Trust Code ( MUTC), which sets out important guidelines for trustees. Responsibilities include:

Acting in the best interests of the beneficiaries - Trustees must make decisions based on fairness and transparency.

Keeping accurate records - Proper documentation ensures the trust is administered correctly and protects the trustee from legal challenges.

Ensuring all legal requirements are met - Trustees must comply with all Massachusetts laws governing trust administration.

Step 5: Distribution of Assets to Beneficiaries

Once debts and taxes are settled, the final step is distributing assets according to the trust's instructions:

Following the terms of the trust document - The trustee must ensure assets are given to the right people, in the right amounts, at the right time.

Ensuring any conditions are met - Some trusts place specific conditions on distributions, such as age requirements or financial milestones.

Communicating with beneficiaries - Keeping beneficiaries informed helps prevent misunderstandings or disputes.

Step 6: Estate Tax Considerations in Massachusetts

Massachusetts has an estate tax that applies to estates valued over $2 million. If the trust contains taxable assets, the trustee may need to:

File an estate tax return - If the total estate exceeds the state's exemption limit, taxes must be paid before distributions are made.

Set aside funds for tax obligations - Failing to account for estate taxes can create problems later.

Step 7: Ongoing Trust Management (If Applicable)

In some cases, a trust continues to operate long after the initial distributions. This happens with:

Common Challenges in Massachusetts Trust Administration

Administering a trust is not always simple. Some of the biggest challenges include:

Having an experienced trust attorney can make a significant difference in resolving these challenges efficiently.

The Role of a Trustee and the Importance of Legal Counsel

A trustee has serious responsibilities:

Benefits of Professional Trust Administration

Working with a legal professional can provide peace of mind:

Need Help with Trust Administration? Contact Casey Lundregan Burns, P.C.

If you are responsible for administering a trust in Massachusetts, you do not have to handle it alone. Casey Lundregan Burns, P.C., has been guiding families through trust and estate matters for generations. We are here to answer your questions, help you fulfill your duties as a trustee, and ensure the process goes smoothly.

Give us a call at (978) 878-3519 or visit our Contact Us page to schedule a consultation. Let us help you handle trust administration with confidence and clarity.

Disclaimer: The information in this post is not intended as legal advice or as a substitute for the particularized advice of counsel. For more information, please consult an attorney.

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How the Trust Administration Process Works | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Learn how trust administration works, including key legal steps for trustees, asset management, and beneficiary distributions in Salem, MA.

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[Post - MAY] Elder Law Month | Published 5/21/2025

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[Post - MAY] Elder Law Month | Published 5/21/2025

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May is Elder Law Month, a time to focus on planning for the legal and financial needs of our golden years.

At Casey Lundregan Burns, P.C. we guide you through:
✅ Family wealth protection
✅ Long-term care planning
✅ Estate and health care directives

Schedule your consultation. Plan today, protect tomorrow.

📞(978) 878-3519

https://caseylundreganburns.com

#elderlawmonth #elderlaw #estateplanning #massachusettslaw

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04.29.25 - Casey Lundregan Burns - Elder Law Month

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[Post - APRIL] The Role of a Guardian and Conservator | Scheduled 5/19/2025

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[Post - APRIL] The Role of a Guardian and Conservator | Scheduled 5/19/2025

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A guardian handles a child’s personal needs, while a conservator manages their finances.

Guardians are responsible for healthcare, housing, food, and education, using the child's resources for these. If a child inherits significant assets, the court may also appoint a separate conservator.

In Massachusetts, both guardians and conservators must submit an annual report on the child's well-being and finances.

📞(978) 878-3519

https://caseylundreganburns.com/estate-planning/guardian-conservator-nominations-for-children

#estateplanning #guardianship #conservatorship #financialmanagement

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03.14.25 - Casey Lundregan Burns - A Guardian’s Responsibilities More Than Just Care  (1)

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[Post - APRIL] Client Say it Best | Scheduled 5/15/2025

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[Post - APRIL] Client Say it Best | Scheduled 5/15/2025

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At Casey Lundregan Burns P.C. we take the time to really listen and understand what our clients are going through, offering guidance with care, empathy, and professionalism.

📞(978) 878-3519

https://caseylundreganburns.com

#satisfiedclient #clientfirst #kindservice #massachusettslaw #trustedteam #review

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03.14.25 - Casey Lundregan Burns - Clients Say It Best

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[Blog Post - APRIL]  Does a Spouse Inherit Everything if Their Spouse Dies Without a Will? | Scheduled 5/12/2025

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[Blog Post - APRIL]  Does a Spouse Inherit Everything if Their Spouse Dies Without a Will? | Scheduled 5/12/2025

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Many assume that if a spouse passes away without a will, the surviving spouse automatically inherits everything. But in Massachusetts, that’s not always true.

State intestacy laws determine how assets are distributed, and the outcome may not align with the deceased's wishes.

In this blog, we break it down so you can understand exactly what happens when there’s no will.

https://caseylundreganburns.com/does-wife-get-everything-if-husband-dies-without-will

#estateplanning #inheritance #probate #estateadministration #blog

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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It is a common assumption that when one spouse passes away without a will, the living spouse automatically inherits everything, but in Massachusetts, that is not always the case. The state's intestacy laws determine how assets are distributed when someone dies without a will, and the results may not always align with what the deceased would have wanted.

At Casey Lundregan Burns, P.C., we have been guiding families through estate administration and probate matters for over 90 years. We understand that losing a spouse is incredibly difficult, and the last thing you need is confusion about inheritance laws. Let us break it down so you can see exactly what happens when there is no will in place.

Intestacy Laws in Massachusetts

When someone dies without a valid will, their estate is distributed according to intestacy laws. In Massachusetts, these laws determine who inherits and in what proportion based on family relationships. Here is how it works for a surviving spouse:

If There Are No Children or Parents

If the deceased leaves behind a spouse but no children or parents, the surviving spouse inherits everything. This is the simplest situation under Massachusetts intestacy laws.

If There Are Children from the Marriage

If all the children are from the marriage between the deceased and the surviving spouse, then the spouse also inherits everything. The law assumes that the surviving parent will care for the children and manage the family's financial affairs.

If There Are Children from a Different Relationship

If the deceased had children from a prior relationship, the estate is divided differently:

The surviving spouse inherits the first $100,000 of the estate.

The remaining balance is split, with the spouse receiving half and the deceased's children sharing the other half.

This setup can sometimes create complications, especially if the children and step-parent have differing views on how the estate should be handled.

If There Are No Children but the Deceased's Parents Are Alive

In cases where there are no children, but one or both of the deceased's parents are still living:

The spouse inherits the first $200,000 of the estate.

The remaining balance is split, with the spouse receiving three-fourths and the parents inheriting one-fourth.

This distribution surprises many people as they often assume a surviving spouse would receive everything regardless of other surviving relatives.

What Happens to Assets in Intestacy?

When someone dies intestate, their assets go through . This means the court will oversee the administration of the estate, ensuring debts are paid and assets are distributed according to Massachusetts law.

The probate court appoints an administrator-usually the surviving spouse-to manage the estate. However, probate can be time-consuming and costly, often taking months or even years to resolve. Without a will, the process can become even more complicated, particularly if disputes arise among heirs.

Some assets, however, pass outside of probate.

Non-Probate Assets: What Passes Outside of a Will?

Not everything a person owns is subject to intestacy laws. Certain assets bypass probate and go directly to named beneficiaries. These include:

Jointly owned property with right of survivorship - If a home or bank account is jointly owned with survivorship rights, it automatically passes to the surviving owner.

Life insurance policies - If a life insurance policy has a named beneficiary, the proceeds go directly to that person.

Retirement accounts (401(k), IRAs, etc.) - These accounts transfer to named beneficiaries without court involvement.

Assets held in a trust - If the deceased had a properly funded trust, those assets are distributed according to the trust's terms.

Understanding which assets are subject to probate and which are not can help families avoid unnecessary complications after a loved one's passing.

The Importance of Having a Will

Creating a will allows you to have control over how your assets are distributed. Without one, state law dictates who gets what, which may not reflect your wishes.

A will offers several key benefits:

Ensuring Assets go to Intended Beneficiaries

A will allows you to specify who inherits what, avoiding intestacy laws and ensuring your loved ones are provided for in the way you intend.

Naming Guardians for Minor Children

If you have children, a will lets you designate a guardian to care for them in the event of your passing. Without this, a court decides who takes custody.

Reducing Family Conflict

Clear instructions in a will can prevent disputes among family members, reducing the risk of legal battles over inheritance.

Planning for Estate Taxes

A well-structured estate plan can help minimize tax burdens, ensuring more of your assets go to your loved ones rather than the government.

Common Misconceptions About Intestacy

Many people misunderstand what happens when someone dies without a will. Here are some of the most common misconceptions:

"The spouse automatically gets everything." This is only true if there are no children or parents involved.

"Jointly owned property is part of the estate." - Property with survivorship rights passes directly to the co-owner and does not go through probate.

"Unmarried partners have inheritance rights." In Massachusetts, an unmarried partner has no automatic right to inherit under intestacy laws. Without a will, they could receive nothing.

"A will is only for the wealthy." Estate planning is important for everyone, regardless of asset size. A will ensures your wishes are honored and your loved ones are protected.

Protect Your Family's Future: Contact Casey Lundregan Burns, P.C.

The best way to protect your family and your assets is to have a clear estate plan in place. Whether you need to create a will or update an existing one, our experienced team at Casey Lundregan Burns, P.C. is here to help. We have been assisting Massachusetts families with estate planning and probate matters for over 90 years, and we are ready to do the same for you.

Do not leave your family's future to chance. Contact us today at (978) 878-3519 or visit our Contact Us page to schedule a consultation.

Disclaimer: The information in this post is not intended as legal advice or as a substitute for the particularized advice of counsel. For more information, please consult an attorney.

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Does a Spouse Inherit Everything Their Spouse Dies Without a Will? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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If a spouse dies without a will, does the surviving spouse inherit everything? Learn how intestate laws impact inheritance rights in Salem, MA.

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[Carousel Post - APRIL] 5 Key Rights as a Beneficiary in Fiduciary Disputes | Scheduled 5/8/2025

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[Carousel Post - APRIL] 5 Key Rights as a Beneficiary in Fiduciary Disputes | Scheduled 5/8/2025

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In Massachusetts, beneficiaries have strong protections during the estate administration process.

Your rights as a beneficiary:

• Right to information

• Right to accountability

• Right to fair administration

• Right to legal recourse

• Right to receive your inheritance

Stay informed, protect your inheritance, and take action if necessary.

📞(978) 878-3519

https://caseylundreganburns.com/beneficiary-rights

#fiduciarydisputes #estateplanning #massachusetts #estateadministration #trusts

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03.14.25 - Casey Lundregan Burns P.C. - 5 Key Rights as a Beneficiary in Fiduciary Disputes

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[Post - APRIL] Who Will Take Care of Your Assets When You Are Gone? | Scheduled 5/5/2025

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[Post - APRIL] Who Will Take Care of Your Assets When You Are Gone? | Scheduled 5/5/2025

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A fiduciary is someone you trust to manage your assets, whether it’s a trustee, executor, or personal representative.

They must always act in your best interest, with honesty and integrity.

As a beneficiary, it’s important to know your rights and stay informed.

📞(978) 878-3519

https://caseylundreganburns.com/beneficiary-rights

#fiduciary #estateplanning #trusts #executors #massachusettslaw

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03.14.25 - Casey Lundregan Burns - Who’s  Looking Out for Your Assets When You’re Gone

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[Post - APRIL] Secure MassHealth Benefits Without Sacrificing Your Family’s Future | Scheduled 4/30/2025

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[Post - APRIL] Secure MassHealth Benefits Without Sacrificing Your Family’s Future | Scheduled 4/30/2025

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Many seniors think they have to spend all their savings to qualify for MassHealth, but that’s not true.

With the right legal strategies, you can keep your home and assets while still qualifying for long-term care. Trusts and asset protection planning can help you get MassHealth benefits without losing everything.

Plan ahead to protect your family’s future.

📞(978) 878-3519

https://caseylundreganburns.com/elder_law

#masshealth #longtermcare #elderlaw #wealthpreservation #seniors

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03.14.25 - Casey Lundregan Burns - Secure MassHealth Benefits

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[Post - APRIL] Elder Law: More Than Just Wills & Trusts  | Scheduled 4/28/2025

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[Post - APRIL] Elder Law: More Than Just Wills & Trusts  | Scheduled 4/28/2025

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Elder law is more than just wills and trusts. It’s about protecting your family in later years.

It covers guardianships for loved ones, protection from elder abuse, and planning for long-term care. The goal is to make sure your family is cared for, even when you can't be there.

📞(978) 878-3519

https://caseylundreganburns.com/elder_law

#elderlaw #willsandtrusts #guardianships #longtermcare #specialneedstrusts #seniorsupport

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03.14.25 - Casey Lundregan Burns - Elder Law More Than Just  Wills & Trusts 

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[Post - APRIL] Guardianship: When Does It Actually Start?  | Scheduled 4/25/2025

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[Post - APRIL] Guardianship: When Does It Actually Start?  | Scheduled 4/25/2025

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If you appoint a guardian for your minor child, the guardianship only takes effect if:

• The parent making the appointment dies

• The court rules the parent is incapacitated
• A doctor confirms the parent can’t care for the child

Once any of these happens, the guardianship takes effect immediately, though the guardian must go to court within 30 days to submit the necessary documents.

📞(978) 878-3519

https://caseylundreganburns.com/estate-planning/guardian-conservator-nominations-for-children

#guardianship #parenting #legal #childcare

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03.14.25 - Casey Lundregan Burns - Guardianship When Does It Actually  Start 

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[Post - MARCH] Clients Say It Best | Scheduled 3/31/2025

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[Post - MARCH] Clients Say It Best | Scheduled 3/31/2025

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We are so grateful for the kind words from our clients.

Our team strives to be as clear, informed, and kind as possible in every interaction.

Thank you for trusting us with your legal matters.

📞(978) 878-3519

https://caseylundreganburns.com

#satisfiedclient #clientfirst #kindservice #clearcommunication #trustedteam #clientsatisfaction

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02.13.25 - Casey Lundregan Burns - Clients Say It Best

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[Post - APRIL] Up & Coming Lawyer Announcement | Scheduled 3/28/2025

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[Post - APRIL] Up & Coming Lawyer Announcement | Scheduled 3/28/2025

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Attorney Christelle Jean-Felix named an "Up & Coming Lawyer" by Massachusetts Lawyers Weekly.

As a housing and real estate lawyer, Senior Associate Christelle Jean-Felix is committed to the development and management of affordable housing, and relishes bringing real estate transactions to a close.

Congratulations, Attorney Jean-Felix!

📞(978) 878-3519

https://caseylundreganburns.com/christelle-j-jean-felix

#realestatelawyer #affordablehousing #upandcominglawyer #massachusettslawyers #housingdevelopment #realestatetransactions #congratulations #lawyerlife #womeninlaw

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[Post - MARCH] International Women's Day | Scheduled 3/8/2025

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[Post - MARCH] International Women's Day | Scheduled 3/8/2025

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🌸In honor of International Women's Day we are featuring our Senior Probate and Trust Administration Attorney, Denise Leydon Harvey.

Attorney Harvey has been practicing law since 1988 and has spent her legal career litigating probate matters, particularly those relating to the rights of elderly and disabled individuals and their families.✨

https://caseylundreganburns.com

#internationalwomensday #supportingwomen #celebratewomen

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02.13.25 - Casey Lundregan Burns - International Women's Day

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[Post - MARCH]  Your Future Deserves the Best Protection | Scheduled 3/27/2025

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[Post - MARCH]  Your Future Deserves the Best Protection | Scheduled 3/27/2025

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Whether you’re focused on the present or future, Casey Lundregan Burns P.C. has the tools and team to help you achieve your estate planning goals.

Let’s make it happen. Schedule your consultation:

📞(978) 878-3519

https://caseylundreganburns.com/contact

#estateplan #probate #litigation #legalhelp

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02.14.25 - Casey Lundregan Burns - Your Future Deserves the Best Protection

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[Post - MARCH]  Breach of Fiduciary Duty in Probate? | Scheduled 3/24/2025

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[Post - MARCH]  Breach of Fiduciary Duty in Probate? | Scheduled 3/24/2025

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A breach of fiduciary duty can have serious consequences during the probate process. If you believe that a personal representative (executor), trustee, or anyone acting under a power of attorney is not fulfilling their duties properly, your rights and interests may be at risk.

Fiduciaries have a legal responsibility to act with the utmost honesty, care, and loyalty toward beneficiaries.

If a fiduciary is failing in their duties, we can help you hold them accountable with our probate litigation team.

📞(978) 878-3519

https://caseylundreganburns.com/probate-trust-litigation

#fiduciaryduty #probatesupport #massachusettslaw #probatehelp

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02.13.25 - Casey Lundregan Burns - Breach of Fiduciary Duty in Probate

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[Reel Post - MARCH]  Facing Probate Issues? We’re Here to Help You  | Scheduled 3/20/2025

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[Reel Post - MARCH]  Facing Probate Issues? We’re Here to Help You  | Scheduled 3/20/2025

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With decades of experience, Casey Lundregan Burns, P.C. offers personalized guidance for all your probate litigation needs.

Your loved one’s wishes deserve to be honored.

📞(978) 878-3519

https://caseylundreganburns.com/contact/

#probatesupport #massachusettslaw #probatehelp #estateadministration #legalhelp

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02.13.25 - Casey Lundregan Burns - Facing Probate Issues (1)

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[Post - MARCH]  Did You Know? Not All Assets Go Through Probate | Scheduled 3/17/2025

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[Post - MARCH]  Did You Know? Not All Assets Go Through Probate | Scheduled 3/17/2025

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When planning your estate, it's important to know that not all assets need to go through the probate process.

Assets like trusts, jointly owned property, retirement accounts, and life insurance policies can bypass probate entirely, saving time and money. This means your beneficiaries may receive these assets directly without the court's involvement.

Need help making sure your estate is set up to avoid probate? Our team is here to guide you every step of the way.

📞(978) 878-3519

https://caseylundreganburns.com

#probate #estateplanning #nonprobateassets #estateplanning #massachusettslaw

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02.13.25 - Casey Lundregan Burns - Did You Know 

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[Blog Post - MARCH]  Voluntary Administration in Massachusetts: A Simple Probate Process | Scheduled 3/14/2025

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[Blog Post - MARCH]  Voluntary Administration in Massachusetts: A Simple Probate Process | Scheduled 3/14/2025

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Handling a loved one’s estate can feel overwhelming. But in Massachusetts, voluntary administration offers a simplified probate process for small estates.

Casey Lundregan Burns, P.C. has been helping families go through probate for generations. Let us provide personalized solutions to make this difficult time easier.

Read our blog to learn more:

https://caseylundreganburns.com/voluntary-administration-in-massachusetts

#probatesupport #massachusettslaw #probatehelp #estateadministration #legalhelp

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[Post - MARCH]  Difference Between Probate & Small Estate | Scheduled 3/12/2025

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[Post - MARCH]  Difference Between Probate & Small Estate | Scheduled 3/12/2025

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The main difference between probate and a small estate lies in the value of the estate and the complexity of the process:

• Probate: This is the legal process for settling larger estates. It’s required when the estate’s value exceeds $15,000 (in Massachusetts) or if there’s a will involved.

• Small Estate: For estates valued at $15,000 or less, Massachusetts offers a simplified process called the Small Estate Affidavit.

We can help determine the best route for your loved one’s estate.

Reach out today:

📞(978) 878-3519

https://caseylundreganburns.com

#smallestate #simplifiedprobate #smallestateaffidavit #probate #estateplanning

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02.13.25 - Casey Lundregan Burns - Do You Know  the Difference  Between Probate &  Small Estate   (1)

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[Reel Post - FEBRUARY] Providing trusted legal advice to Massachusetts families for over 90 years. | Scheduled 3/10/2025 

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[Reel Post - FEBRUARY] Providing trusted legal advice to Massachusetts families for over 90 years. | Scheduled 3/10/2025 

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Protecting Massachusetts families for over 90 years.

🔹 Probate & Trust Litigation
🔹 Probate & Estate Administration
🔹 Estate Planning
🔹 Real Estate Law
🔹 Elder Law

Trust us to safeguard your future.

📞(978) 878-3519

https://caseylundreganburns.com

#massachusettslaw #legacyplanning #estateplanning #probate #SalemMA

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02.05.25 - Casey Lundregan Burns - Providing trusted legal advice to Massachusets families for over 90 years. (1)

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[Blog Post - FEBRUARY] How Soon Must Probate Be Filed After a Loved One’s Death in  Massachusetts? | Scheduled 3/6/2025

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[Blog Post - FEBRUARY] How Soon Must Probate Be Filed After a Loved One’s Death in  Massachusetts? | Scheduled 3/6/2025

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Losing a family member is an unimaginably difficult time, and dealing with the legal matters that follow can feel overwhelming and totally inappropriate.

It is not abnormal to want to put off the probate process while you’re in mourning. While probate isn’t always necessary, understanding when and how to start the process is essential.

Read our blog to learn when probate is needed, how to begin the process, and tips for making it easier during this challenging time.

📞(978) 878-3519

https://caseylundreganburns.com/how-long-do-you-have-to-file-probate-after-death

#probate #legalmatters #guidance #legalsupport

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Losing a family member is an unimaginably difficult time, and dealing with the legal matters that follow can feel overwhelming and totally inappropriate.

It is not abnormal to want to put off the probate process while you're in mourning.

While probate isn't always necessary, understanding when and how to start the process is essential. With over 90 years of experience, we at Casey Lundregan Burns P.C. are here to guide you through it once you are ready.

Probate in Massachusetts

Probate is the legal process of settling a deceased person's estate. This includes identifying and distributing their assets, paying debts and taxes, and addressing any claims from creditors. In Massachusetts, there are two main types of probate:

1. Informal Probate: A simpler, expedited process for uncontested estates with straightforward distribution.

2. Formal Probate: A more involved court-supervised process often used when there are disputes or complexities.

The probate process is managed by a Personal Representative (formerly known as an executor), who ensures the estate is handled according to the deceased's wishes or Massachusetts law if there's no will.

Time Limits for Filing Probate in Massachusetts

When it comes to filing probate, timing is very important. Although there is no strict deadline in Massachusetts, acting promptly can help prevent unnecessary complications and ensure a smoother process for everyone involved.

General Guidelines

In Massachusetts, there is a general guideline to initiate the probate process within three years of the date of death. However, this timeframe has a few exceptions, including voluntary administrations of an estate, determining heirs, and ancillary (or additional) probate proceedings.

Creditor Claims

Creditors have one year from the date of death to file claims against the estate. Filing probate sooner rather than later allows the Personal Representative to handle these claims efficiently, ensuring the estate's assets are distributed appropriately.

Exceptions to the General Rule

Even if three years have passed, there are still options. If the decedent died on or after March 31, 2012, and probate wasn't initiated within 3 years of their death, it is still possible to file a late and limited formal probate. Often, these belated proceedings cover cases involving:

Small estates require minimal administration

Real estate transactions where title clearance is necessary

Exceptions and Special Circumstances

Some situations may require probate to be initiated sooner:

Real Estate Transactions: If the deceased owned real property, probate may be necessary to transfer ownership or sell the property.

Accessing Financial Accounts: Bank accounts, retirement funds, or investments held solely in the deceased's name often require probate to release funds.

Business Matters: If the deceased owned a business, probate might be essential for transferring ownership or settling operational issues.

Additionally, voluntary administration may be an option for small estates, such as those with limited assets and no debts. Massachusetts also recognizes ancillary probate for out-of-state residents who own property within the Commonwealth.

Consequences of Delaying Probate

Delaying probate can lead to various challenges, including:

Difficulty Locating Assets: Over time, it can become harder to gather information about the deceased's accounts and property.

Increased Risk of Disputes: Unaddressed estates may create tension or disagreements among beneficiaries.

Creditor Issues: Failing to address creditors' claims within the one-year timeframe can complicate the estate's administration.

Personal Liability: A Personal Representative who delays probate may face legal consequences if the estate isn't managed properly.

Tax implications are another concern. For example, delaying the filing of necessary estate tax returns could result in penalties or interest.

Need Help with Probate in Massachusetts? Contact Casey Lundregan Burns, P.C. Today

At Casey Lundregan Burns, P.C., we've been helping Massachusetts families with probate and estate administration for over 90 years. Whether you're dealing with a straightforward estate or a more complex situation, we're here to help.

Our team understands the importance of timely action and clear communication. If you need guidance or have questions about your specific probate needs, call us today at (978) 878-3519 or complete our online contact form to schedule a consultation. Let us help you protect your family's legacy and confidently navigate this challenging time.

Disclaimer: The information in this post is not intended as legal advice or as a substitute for the particularized advice of counsel. For more information, please consult an attorney.

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How Soon Must Probate Be Filed After a Loved One's Death in Massachusetts? | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Proven Massachusetts Estate Planning That Protects Your Family & Your Money

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[Post - FEBRUARY] Worried About Your Trustee’s Management? | Scheduled 3/5/2025

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[Post - FEBRUARY] Worried About Your Trustee’s Management? | Scheduled 3/5/2025

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Is your trustee or executor mishandling your loved one's estate? This is a sad reality for many families. Mismanagement of assets can lead to financial loss and family strife.

If you believe something is off, take action and protect your inheritance before it's too late.

We can help. Call us today.

📞(978) 878-3519

https://caseylundreganburns.com/contact/

#probate #litigation #estateplanning #legalguidance #trustee #executor #legalhelp #familydisputes #assetprotection

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[Post - FEBRUARY] Clients Say It Best | Scheduled 3/3/2025

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[Post - FEBRUARY] Clients Say It Best | Scheduled 3/3/2025

# data[].attributes.body
We're so grateful for the opportunity to help our clients.

Our team takes the time to thoroughly research each situation, providing the best possible advice.

Thank you for trusting us.

📞(978) 878-3519

https://caseylundreganburns.com

#satisfiedclient #clientfirst #kindservice #clearcommunication #trustedteam #clientsatisfaction

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02.05.25 - Casey Lundregan Burns - Clients Say It Best (2)

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[Post - FEBRUARY] Could Your Loved One Have Been Manipulated? Spotting Undue Influence or Fraud in an Estate | Scheduled 2/27/2025

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[Post - FEBRUARY] Could Your Loved One Have Been Manipulated? Spotting Undue Influence or Fraud in an Estate | Scheduled 2/27/2025

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Loved ones can sometimes be manipulated into changing their will or trust, leaving assets to those who don’t deserve them. This often happens through emotional pressure, deceit, or fraud. If you suspect undue influence, it's important to act quickly.

Undue influence and fraud can ruin the deceased's intentions and harm your family’s legacy.

Protect your inheritance, seek legal help to safeguard your family's legacy.

📞(978) 878-3519

https://caseylundreganburns.com/probate-litigation-lawyer-in-massachusetts

#probate #litigation #estateplanning #legalguidance #fraud #undueinfluence #estateprotection #protectyourlegacy

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_02.05.25 - Casey Lundregan Burns - Could Your  Loved One  Have Been Manipulated 

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[Blog Post - FEBRUARY] Creditor Claims in Massachusetts Probate: Filing, Priority & Contesting | Scheduled 2/26/2025

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[Blog Post - FEBRUARY] Creditor Claims in Massachusetts Probate: Filing, Priority & Contesting | Scheduled 2/26/2025

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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.

To learn more about handling this sensitive process, be sure to read our blog for helpful tips and guidance.

https://caseylundreganburns.com/creditor-calims

#probate #estateplanning #creditorclaims #massachusetts

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Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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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.

For three generations, CASEY LUNDREGAN BURNS, P.C. has been a trusted name in Massachusetts estate and probate matters. Our firm is committed to guiding families through the probate process with care and clarity.

What Are Creditor Claims in Massachusetts Probate?

Creditor claims in Massachusetts probate are legal requests by individuals or businesses seeking the repayment of debts owed by a deceased individual. Creditors must file these claims against the decedent's estate, which is responsible for settling outstanding obligations before distributing any remaining assets to beneficiaries.

Understanding creditor claims is a crucial step in effectively administering an estate. Without proper handling, creditor claims can disrupt the probate process or lead to disputes among beneficiaries and creditors.

Filing Deadline for Creditor Claims

Massachusetts law imposes a strict one-year deadline for filing creditor claims. Creditors must submit their claims within one year of the decedent's date of death, regardless of when they become aware of the passing.

Missing this deadline can result in the claim being barred entirely, leaving creditors without legal recourse.

This tight timeline underscores the importance of prompt action. Executors or personal representatives should seek legal guidance early to assess potential claims and notify creditors as required by law.

Creditor Claims' Filing Requirements

Filing a valid claim requires creditors to submit their claims in writing to the estate's personal representative or executor.

Each claim must include accurate and complete documentation to substantiate the debt, such as contracts, invoices, or account statements. This documentation is crucial to ensure the claim is properly evaluated and approved.

There are several methods available for filing creditor claims, including in-person delivery, mail, or electronic submission, depending on the estate's specific requirements.

Timeliness and thoroughness in filing can help avoid unnecessary delays or disputes during the probate process.

The Priority of Claims

In Massachusetts probate, creditor claims are addressed in a specific order to ensure fairness. The process prioritizes funeral and burial expenses first, followed by debts and taxes owed to the Commonwealth, such as income or estate taxes.

Medical expenses related to the decedent's final illness are next, with unsecured debts like credit cards or personal loans addressed only after these higher-priority obligations.

Secured debts, tied to specific assets such as a mortgage or car loan, are treated differently from unsecured debts. These debts must be settled either by payment or by selling the secured asset.

For example, an outstanding mortgage may require the sale of the house to cover the debt.

Unsecured debts, which lack collateral, are paid only after all higher-priority and secured debts are resolved. Proper administration ensures debts are addressed in the correct order, minimizing disputes and protecting the estate's integrity.

How to Contest Creditor Claims

There are times when creditor claims may be disputed, either by the estate or its beneficiaries. Disputing a claim requires careful preparation and knowledge of the law.

Grounds for Contest

Common reasons for contesting creditor claims include:

The debt is invalid or was paid before the decedent's death.

The claim was filed after the statutory one-year deadline.

There is insufficient evidence to support the claim.

The claim amount is unreasonable or excessive.

The Contest Process

Contesting a creditor claim typically involves the following steps:

1. Collect evidence that supports the estate's objection.

2. Prepare and file a written objection with the probate court.

3. Participate in court proceedings to present the case.

Potential Consequences of Contesting

While contesting a claim may benefit the estate, it can also result in legal fees and extended probate timelines. Executors should weigh the costs and benefits carefully and consult with legal professionals before proceeding.

Important Considerations Regarding Creditor Claims in Massachusetts Probate

Handling creditor claims in probate requires addressing specific challenges like late claims, special deadlines, and the risk of premature payments. Awareness of these issues is essential to safeguard the estate and its beneficiaries.

Late Claims

Creditors can sometimes address late claims through a "complaint in equity," but this process is challenging and rarely successful. Creditors should always aim to file within the statutory deadlines.

MassHealth Claims

MassHealth, Massachusetts' Medicaid program, has a unique three-year filing deadline for claims against estates. These claims often represent significant amounts and can significantly impact estate planning and administration.

Creditor-Initiated Probate

In certain cases, creditors may initiate probate proceedings if the estate has not yet entered probate. This can complicate matters for the decedent's family and beneficiaries, so it is essential to act promptly after a loved one's passing.

Early Payment Risks

Executors should avoid paying claims too early, as doing so may result in personal liability if other valid claims are later filed. Before making payments, it is essential to thoroughly review all potential claims.

Contact CASEY LUNDREGAN BURNS, P.C. to Resolve Creditor Claims in Massachusetts

Handling creditor claims during probate can feel overwhelming, but you do not have to face it alone.

At CASEY LUNDREGAN BURNS, P.C., we are here to guide you through every step of the process. Our firm provides personalized and compassionate legal services to help you address creditor claims effectively and protect your loved one's estate.

Call us today at 978-878-3519 for a free consultation to discuss your situation and explore your options. With three generations of experience in estate and probate law, we are committed to delivering the guidance you need to move forward with confidence.

The information in this post is not intended as legal advice or as a substitute for the particularized advice of counsel. For more information, please consult an attorney.

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Creditor Claims in Massachusetts Probate: Filing, Priority & Contesting | Estate Planning, Wills & Trusts, Medicaid and Probate Lawyer - Boston

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Proven Massachusetts Estate Planning That Protects Your Family & Your Money

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[Post - FEBRUARY] Probate Litigation: Protect Your Loved One's Wishes | Scheduled 2/24/2025

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[Post - FEBRUARY] Probate Litigation: Protect Your Loved One's Wishes | Scheduled 2/24/2025

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When a loved one’s will is contested or there is confusion about how their estate is being handled, probate litigation is crucial.

At Casey Lundregan Burns, P.C., we’re here to make sure your family feels supported and confident during this difficult time.

Contact us to defend or contest a will. Your family deserves clarity and peace.

📞(978) 878-3519

https://caseylundreganburns.com/probate-litigation-lawyer-in-massachusetts

#probate #litigation #estateplanning #wills #legalguidance

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02.05.25 - Casey Lundregan Burns - Probate Litigation Protect Your Loved One's Wishes

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[Post - JANUARY] How Much Power Should You Grant? Tailor Your Power Of Attorney | Scheduled 2/20/2025

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[Post - JANUARY] How Much Power Should You Grant? Tailor Your Power Of Attorney | Scheduled 2/20/2025

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A Power of Attorney document gives an individual control over important decisions related to your finances and healthcare decisions.

Who do you trust to take care of such decisions if you are away, or even incapacitated?

We are happy to help you customize the right Power of Attorney for your situation.

📞(978) 878-3519

https://caseylundreganburns.com/durable-power-of-attorney

#estateplanning #customizeyourpoa #financialcontrol #healthcaredecisions #legalpower #powerofattorney #massachusettsattorney

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12.17.2024 - Casey - How Much Power Should You Grant Tailor Your POA!

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[Post - JANUARY] Quote | Scheduled 2/19/2025

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[Post - JANUARY] Quote | Scheduled 2/19/2025

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Life moves quickly, and as our families grow and we age, our needs change.

Estate planning helps you prepare for every stage of life.

Don’t wait until it’s too late, reach out to us today to start planning for tomorrow.

📞(978) 878-3519

https://caseylundreganburns.com

#estateplanning #legacyplanning #estateplanninglawyer #planningforthefuture

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12.17.2024 - Casey - Most of us get so busy with life that we spare little time to think about the life cycle. But as our families grow and we age, our needs change.

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[Post - JANUARY] Choose Your Agent Wisely: The Power of Attorney Dilemma | Scheduled 2/17/2025

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[Post - JANUARY] Choose Your Agent Wisely: The Power of Attorney Dilemma | Scheduled 2/17/2025

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A Power of Attorney document allows someone to manage your finances, and it's important to choose carefully who you trust with this responsibility.

Your agent will have access to your accounts and transactions, so it's crucial to pick someone you trust implicitly.

We're here to help you make sure your POA gives the right amount of authority.

📞(978) 878-3519

https://caseylundreganburns.com/durable-power-of-attorney

#estateplanning #customizeyourpoa #financialcontrol #healthcaredecisions #legalpower #powerofattorney #massachusettsattorney #legalprotection

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12.17.2024 - Casey - Choose Your Agent Wisely The Power of Attorney Dilemma