Casey Lundregan Burns, P.C. by Luciana Trompa

Will the Estate Tax Change Affect Your Family? - Schedule: 4/8/2024

Lucianatrompa — 2023-10-19 22:02:12 UTC

What You May Need to Do Following the Estate Tax Threshold Change in Massachusetts.

In Massachusetts, lawmakers passed legislation doubling the threshold for estate tax throughout the Commonweatlh. For many, this legislation raises questions about how this change may affect your family and whether or not you need to change your estate plan to account for these changes or other potential tax rules.

https://caseylundreganburns.com/

#Massachusetts #EstateTaxChange #PlanYourLegacyNow #EstatePlanningMatters #SecureYourFuture

What Steps Should I Take to Avoid Probate in Massachusetts? - Schedule: 4/29/2024

Lucianatrompa — 2024-02-09 20:32:48 UTC

Are you concerned about the complexities and potential challenges of the probate in Massachusetts? Probate can be lengthy, costly, and emotionally taxing for families. Here's why you might want to consider sidestepping it:

🕰️ Duration and Delays

💰 Financial Strain

🔍 Loss of Privacy

👨‍👩‍👧‍👦 Family Dynamics

https://caseylundreganburns.com/what-steps-should-i-take-to-avoid-probate-in-massachusetts/

#EstatePlanning #AvoidProbate #FamilyLegacy

CLIENT TESTIMONIAL- Scheduled: 7/11/2024

Lucianatrompa — 2024-02-09 20:34:05 UTC

At Casey Lundregan Burns, P.C. we are dedicated to providing our clients with trusted advice and services that meet your expectations.

We are thrilled to share testimony as we continue to prioritize practices that help our firm meet your legal needs and goals.

If you are considering buying or selling real estate, contact our office today for a complimentary case evaluation, and let our Real Estate Team help guide you through this often meticulous process.

https://caseylundreganburns.com/

#EstatePlanning #ClientTestimonial #PeaceOfMind #SecureYourLegacy

What Is a Trust? - Scheduled: 7/15/2024

Lucianatrompa — 2024-02-09 20:36:33 UTC

Are you interested in establishing a trust but unsure of the legal complexities that comes with it?

At Casey Lundregan Burns, P.C. our team of estate planning experts are here to demystify the intricacies of trusts and help you safeguard your legacy.

https://caseylundreganburns.com/what-is-a-trust/

#Trusts #EstatePlanning #LegacyPlanning #CaseyLundreganBurns

How Do I Include My Charitable Giving Wishes in My Estate Plan in Massachusetts? - Scheduled: 5/6/2024

Lucianatrompa — 2024-02-09 20:38:29 UTC

Are you passionate about leaving a lasting impact through charitable giving in Massachusetts?

For many individuals, charitable giving is not just an act of generosity but also a reflection of their values and desires to leave a lasting impact.

When considering one’s legacy, many want to ensure that their activism lives on by designating charities as beneficiaries of their estate. We understand the importance of these desires and the need to translate them effectively into your estate plan.

https://caseylundreganburns.com/how-do-i-include-my-charitable-giving-wishes-in-my-estate-plan-in-massachusetts/

#EstatePlanning #CharitableGiving #Massachusetts #LegacyPlanning #CaseyLundreganBurns

Celebrating International Mother's Day! Post Canceled

Lucianatrompa — 2024-02-09 20:40:13 UTC

Today, we honor the incredible mothers around the world who fill our lives with love, wisdom, and endless support. Whether near or far, their nurturing spirit knows no bounds.

https://caseylundreganburns.com/

#internationalmothersday #SecureYourLegacy #EstatePlanning #FamilyFirst

Recent Changes in Massachusetts Estate Tax Laws & Knowing How to Adjust Your Estate Plan to Keep Up | Scheduled 9/4/2024

Lucianatrompa — 2024-02-09 20:42:03 UTC

Are you wondering if the estate tax changes in the Commonwealth, particularly whether raising the threshold to $2 million will affect your estate plan? To learn more, check our our blog using the link below!

https://caseylundreganburns.com/following-changes-in-massachusetts-estate-tax-laws-should-you-adjust-your-estate-plan-to-keep-up/

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.

#EstatePlanning #TaxLaws #FinancialFreedom

Sellers Could Face Transfer Fees in Real Estate Deals to Fund Housing Initiatives - Scheduled: 3/7/2024

Lucianatrompa — 2024-03-06 17:46:41 UTC

Have you heard about the proposed transfer fees in real estate deals? As part of a $4 billion bond bill for affordable housing initiatives in Massachusetts, municipalities may soon have the power to impose transaction fees on real estate sales.

What does this mean for you? Found the answer here: https://caseylundreganburns.com/sellers-could-face-transfer-fees-in-real-estate-deals-to-fund-housing-initiatives/

#RealEstate #EstatePlanning #AffordableHousing #Massachusetts #FuturePlanning

Ashley Tourtelot promoted to Housing Paralegal - Scheduled: 6/17/2024

Lucianatrompa — 2024-03-21 20:52:32 UTC

We are thrilled to announce the promotion of Ashley Tourtelot from Legal Assistant to Housing Paralegal here at Casey Lundergan Burns, P.C.!

Ashley has exhibited great passion and drive in assisting our housing department since joining the team in July of 2023, and we are excited to provide her this opportunity to continue enhancing her skills.

https://caseylundreganburns.com/ashley-tourtelot/

#TeamPromotion #LegalExcellence

Planning for Changes in Estate Taxes and Other Issues in 2024 | Scheduled 9/18/2024

Lucianatrompa — 2024-03-25 16:32:06 UTC

On October 4, 2023, Massachusetts Governor Maura Healy signed a $1 billion tax reform package into law, which included the first tax cuts in over 20 years for the Commonwealth.

If you have not revised your estate plan within the past year, you may not be prepared to take advantage of the best opportunities or have the protection you need to keep up with changes.

To learn more about the potential impact these reforms may have on your estate plan, check out the link below.

https://caseylundreganburns.com/planning-for-changes-in-estate-taxes-and-other-issues-in-2024

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.

#EstatePlanning #TaxReforms #FinancialStrategies #EstateTaxes #LegacyPlanning #2024Changes

Introduction to Beneficial Ownership Information Reporting | Scheduled 8/30/2024

Lucianatrompa — 2024-04-14 14:15:44 UTC

In 2021, Congress enacted the bipartisan Corporate Transparency Act to curb illicit finance. This law requires many companies doing business in the United States to report information about who ultimately owns or controls them and went into effect on January 1, 2024.

https://caseylundreganburns.com

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.

#BeneficialOwnership #Reporting #Compliance #FinCEN #CorporateTransparencyAct

Welcome to the team: Raeha S. Noel - Scheduled: 7/1/2024

daniela938 — 2024-05-02 18:49:17 UTC

We are thrilled to introduce our newest Associate Attorney, Raeha Noel!

With expertise in housing, real estate, and condominium law, attorney Noel brings valuable experience and dedication to our team.

Since joining our firm, Raeha has demonstrated tremendous initiative and provided invaluable insight to her team with her extensive background representing individuals in probate matters.

To learn more about Raeha visit our website at: https://caseylundreganburns.com/raeha-s-noel

#NewTeamMember #LegalSupport #EstatePlanning #FinancialFreedom

Welcome to the team: Melissa Neiman - Scheduled: 6/27/2024

daniela938 — 2024-05-02 18:51:30 UTC

In the fall of 2023, our firm enthusiastically welcomed Melissa Neiman to the team at Casey Lundregan Burns, P.C. Since starting, Melissa has been promoted to Real Estate and Probate Paralegal!

Her dedication, hard work, and passion in assisting our client shines, making her an invaluable asset to our team. We look forward to Melissa's continued success and many more milestones ahead.

Congratulations, Melissa!

https://caseylundreganburns.com

#NewTeamMember #LegalSupport #EstatePlanning #FinancialFreedom

[Blog Post / Newsletter]: What Happens to My Debts When I Pass Away in Massachusetts? | Scheduled 10/2/2024

daniela938 — 2024-05-03 18:56:50 UTC

Are you curious about what happens to your debts in Massachusetts after you pass away? Did you know that although your family may not automatically be responsible for debts your estate may be?

Explore our latest blog post, where we break down the nuances of debt management in the Commonwealth of Massacussets:

https://caseylundreganburns.com/what-happens-to-my-debts-when-i-pass-away-in-massachusetts

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.

#DebtManagement #MassachusettsLaw #FinancialPlanning

[Post] Attorneys Allison R. Burns and Brian T. Freeman are now officially licensed to practice law in Florida | Scheduled 12/11/2024

daniela938 — 2024-05-03 19:32:20 UTC

It is with great pleasure that we announce the esteemed accomplishment of Allison R. Burns, Esq. and Brian T. Freeman, Esq., both of whom are now officially licensed to practice law in the state of Florida.

Their dedication and commitment undertaking the Florida Bar has been pivotal to the expansion of Casey Lundregan Burns, P.C. We are excited to announce that we anticipate opening an office in Naples, Florida in 2025!

Our team looks forward to keeping our clients apprised of this development as we undergo this chapter in our firm's history.

#FloridaLawyers #LegalAdvice

Social post: Melissa's promotion Post is cancel*

daniela938 — 2024-05-03 20:21:20 UTC

We're thrilled to announce that Melissa has been promoted to Real Estate and Probate Paralegal here at Casey Lundergan Burns, P.C.!

Her dedication, hard work, and expertise have truly shone through, making her an invaluable asset to our team. Here's to continued success and many more milestones ahead!

Congratulations, Melissa!

https://caseylundreganburns.com/

#FloridaLawyers #EstatePlanning #LegalAdvice

The Crucial Role of an Estate Executor CANCELED

Lucianatrompa — 2024-07-04 22:20:55 UTC

Acting as an estate executor can be an overwhelming and emotionally taxing responsibility. This position requires exceptional organizational skills and resilience. Executors must settle debts, manage taxes, and distribute assets to beneficiaries, often facing daunting complexities and significant emotional strain.

Greg Kern experienced this firsthand when he took charge of his father-in-law’s $430,000 estate. He was unprepared for the 200-plus hours of work and the family disputes over the house that ensued. Read the full story here.

At Casey Lundregan Burns, P.C. we have seasoned probate and trust administration attorneys to help you through this process. Contact us today by phone 978-344-6169 or online to schedule a complimentary consultation.

*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.

#EstatePlanning #ExecutorDuties #EstateManagement

[Blog Post]: Navigating the New Federal BOI Reporting Requirement | Scheduled 10/17/2024 LI BUSINESS ACCOUNT IS MISSING

daniela938 — 2024-08-02 21:37:54 UTC

Starting January 1, 2024, the Corporate Transparency Act mandates that many businesses report their beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN).

Whether you are a seasoned entrepreneur or just planning your estate, it is important to understand these new compliance requirements.

To learn more about this new requirement check out our recent blog using the link below:

https://caseylundreganburns.com/navigating-the-new-federal-boi-reporting-requirement

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.

#estateplanning #estateplanningattorney #estateplanninglawyer

[Post] The Importance Of Estate Planning | Scheduled 1/9/2025

ricardo308 — 2024-10-08 00:34:34 UTC

Planning for the future can be daunting. However, a comprehensive estate plan serves as a powerful tool for ensuring you and your family are protected.

If you are ready to safeguard your legacy, contact our office today by phone (978) 878-3519 or online.

*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.

#estateplanning #legacyplanning #estateplanninglawyer #planningforthefuture

[Post - Firm's Facebook] Super Lawyers - Rising Stars: Allison Burns | Scheduled 1/14/2025

daniela938 — 2024-10-09 19:18:53 UTC

We are proud to announce that Attorney Allison R. Burns, partner and C.O.O. at Casey Lundregan Burns, P.C. has been selected for the Super Lawyers Rising Stars list for the fourth year in a row.

This recognition is a reflection of Allison's exceptional legal skills and commitment to providing outstanding client representation.

Congratulations, Allison!

Visit Attorney Burns' bio here.

#SuperLawyers #lawyersoflinkedin

[Post - Personal LinkedIn] Super Lawyers - Rising Stars: Allison Burns | Scheduled 1/14/2025

ricardo308 — 2024-10-09 21:19:33 UTC

I am honored to have been selected for the Super Lawyers Rising Stars list for the fourth consecutive year.

This achievement wouldn't be possible without the trust and support of my clients and colleagues. Thank you for your continued belief in me.

See my bio here.

#SuperLawyers #lawyersoflinkedin

[Post - Firm's Facebook] A Super Lawyers Rising Star: Christelle Jean-Felix | Scheduled 12/27/2024

daniela938 — 2024-10-22 19:05:12 UTC

Casey Lundregan Burns, P.C. is thrilled to announce the selection of Christelle J. Jean-Felix, Esq. to the Super Lawyers Rising Stars list.

This prestigious list highlights the achievements of only 2.5% of attorneys nationwide. This accolade speaks to Christelle's innovation, hard work, and unwavering commitment to our clients.

Congratulations, Christelle!

Visit Attorney Jean-Felix's bio here.

#SuperLawyers #lawyersoflinkedin

[Post] Attorney Liza M. McCathern has been formally admitted to the Massachusetts State Bar | Scheduled 12/17/2024

daniela938 — 2024-11-22 23:18:15 UTC

Casey Lundregan Burns, P.C. would like to congratulate Liza M. McCathern on being formally admitted to the Massachusetts State Bar. Attorney McCathern graduated from the University of South Carolina Joseph F. Rice School of Law where she was a recipient of the Ben Garren Law Endowed Scholarship and served on the executive boards of the International Law Society and the Family Law Society.

Attorney McCathern joined the firm this past August and has since become an integral part of both the litigation and housing teams. Her practice focuses on civil litigation, probate and trust litigation, and housing matters.

Visit Attorney McCathern's bio here.

#massachusettsstatebar #legalcareer #legalprofession

[Blog Post - DECEMBER] Understanding Your Rights as a Beneficiary in Massachusetts | Scheduled 1/7/2025

daniela938 — 2024-11-27 18:45:47 UTC

Losing a loved one is never easy, and being faced with handling estate matters can be additionally overwhelming. As a beneficiary, understanding your rights is key to making sure the estate is handled fairly and according to the law.

Want to learn more about your rights and how we can assist you? Read our blog for the guidance you need.

#beneficiaryrights #estateplanning #trustlaw #estateattorney #probate #trustee #willsandtrusts #legalguidance

[Post - DECEMBER] Happy Holidays | Scheduled 12/25/2024

daniela938 — 2024-11-29 16:05:03 UTC

Happy Holidays from Casey Lundregan Burns, P.C!

As the year comes to a close, we extend our heartfelt gratitude to our clients, colleagues, and community. May this holiday season bring you peace, joy, and time for reflection.

We look forward to continuing our work together in the year ahead and wish you a safe, happy, and prosperous New Year!

📞(978) 878-3519

#happyholidays #seasonofjoy #newyear2025

[Post - DECEMBER] FAQ - What Documents Are Typically Required For A Probate Hearing? | Scheduled 12/19/2024

daniela938 — 2024-11-29 16:17:08 UTC

Not sure what documents you need for a probate hearing?

Here is a quick list to get you started: the will, death certificate, an inventory of assets, a list of debts, and proof that you have notified anyone involved. You may also need trust documents, prenuptial agreements, or tax returns.

If there are any disputes, extra paperwork may be required to sort things out.

Reach out, we are here to guide you.

📞(978) 878-3519

https://caseylundreganburns.com/what-to-expect-at-a-probate-hearing

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.

#probate #will #deathcertificate #assets #debts #trustdocuments #taxreturns #legalprocess

[Post - DECEMBER] What Role Does The Executor Play During The Probate Hearing? | Scheduled 12/30/2024

daniela938 — 2024-11-29 16:30:24 UTC

As the person responsible for managing the estate the Executor has an important job during the probate hearing.

Their tasks include presenting the will to the court, answering questions about the estate’s assets and debts, and making sure the deceased’s wishes as outlined in the will are followed.

Essentially, the Executor acts as the estate’s guide and caretaker throughout the probate process.

Need help navigating the probate process? Contact us today for skilled guidance and support.

📞(978) 878-3519

Visit the full blog post here.

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.

#executor #probatehearing #estateplanning #probateprocess #wills #probatecourt #probateadmin #estateexecutor

[Post - DECEMBER] How Long Does A Typical Probate Hearing Last? | Scheduled 12/13/2024

daniela938 — 2024-11-29 16:39:36 UTC

The length of a probate hearing depends on how complex the estate is and whether there are any disagreements. In most simple cases, the hearing usually wraps up in 30 minutes to an hour.

If there are disputes, like challenges to the will or tricky asset issues, the hearing might take longer to make sure everything is carefully reviewed.

At Casey Lundregan Burns, P.C., we always look out for our client’s best interests and make the probate process as smooth and efficient as possible.

📞(978) 878-3519

https://caseylundreganburns.com/what-to-expect-at-a-probate-hearing

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.

#executor #probatehearing #estateplanning #probateprocess #wills #probatecourt #probateadmin #estateexecutor

[Post - JANUARY] Happy New Year | Scheduled 1/1/2025

daniela938 — 2024-12-17 00:03:43 UTC

As we welcome in the new year, we at Casey Lundregan Burns are grateful for the trust you have placed in us. May 2025 bring you peace, prosperity, and success!

https://caseylundreganburns.com

#newyear #legalsupport #newyear2025

[Blog Post - JANUARY] Protecting Your Assets: MassHealth Estate Recovery in Massachusetts | Scheduled 2/7/2025

daniela938 — 2024-12-17 17:55:05 UTC

If you live in Massachusetts, it’s important to understand how MassHealth can affect your assets, especially with Estate Recovery.

After a member passes away, MassHealth can try to recover costs from their estate, which can be tricky for families. Knowing who it impacts, when it applies, and what’s involved can help protect what you’ve worked hard for.

Check out our blog to learn more:

https://caseylundreganburns.com/avod-masshealth-estate-recovery

#estateplanning #medicaid #assetprotection #medicaidplanning #massachusetts #estateplanningtips

[Testimonial Post - JANUARY] Clients Say It Best | Scheduled 2/10/2025

daniela938 — 2024-12-17 18:13:06 UTC

Our team is dedicated to providing clear, informed, and kind service every step of the way. Your satisfaction is our priority.

We’re grateful for the opportunity to serve you.

📞(978) 878-3519

https://caseylundreganburns.com

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

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

daniela938 — 2024-12-17 19:52:35 UTC

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

[Post - JANUARY] Planning Ahead: How to Safeguard Your Wealth for Medicaid | Scheduled 2/5/2025

daniela938 — 2024-12-17 19:58:26 UTC

Medicaid has strict asset limits: you can only have $2,000 or less to qualify. But don’t worry, there are ways to protect your savings.

You can explore options like gifting, buying long-term care insurance, or setting up an irrevocable trust. The sooner you start planning, the better.

Medicaid has a 5-year penalty period for transferring assets, so timing is key. Contact us today to get started on your plan.

📞(978) 878-3519

https://caseylundreganburns.com/medicaid-applications-lawyer-in-massachusetts

#estateplanning #legacyplanning #estateplanninglawyer #planningforthefuture #assetprotection #medicaid #longtermcare #financialplanning #eldercare

[Post - JANUARY] Medicaid Eligibility: What You Need to Know | Scheduled 2/13/2025

daniela938 — 2024-12-17 20:25:57 UTC

Medicaid eligibility for long-term care depends on both your medical needs and financial situation.

You’ll need to show that you need a nursing home level of care, and if Medicaid denies you, we’re here to help prove that you qualify.

Let our friendly, experienced team support you every step of the way.

📞(978) 878-3519

https://caseylundreganburns.com/medicaid-applications-lawyer-in-massachusetts

#estateplanning #medicaideligibility #longtermcare #nursinghomecare #elderlaw #medicaidassistance

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

daniela938 — 2024-12-17 20:39:28 UTC

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

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

daniela938 — 2024-12-17 20:41:05 UTC

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

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

daniela938 — 2025-02-05 15:32:42 UTC

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

[Post - FEBRUARY] Happy Valentine's Day | Scheduled 2/14/2025

daniela938 — 2025-02-05 15:41:50 UTC

Valentine’s Day is all about showing those we love how much we care. Have you taken the steps to protect your family’s future?

A well-crafted will or trust can make all the difference in making sure your wishes are honored when you’re no longer around.

Don’t wait. Secure your loved ones’ future today. Contact us to get started.

📞(978) 878-3519

https://caseylundreganburns.com

#estateplanning #probate #valentinesday #trustandwill

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

daniela938 — 2025-02-05 16:02:08 UTC

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

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

daniela938 — 2025-02-05 16:03:22 UTC

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

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

daniela938 — 2025-02-05 16:46:47 UTC

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

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

daniela938 — 2025-02-05 16:52:21 UTC

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

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

daniela938 — 2025-02-05 17:15:37 UTC

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

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

daniela938 — 2025-02-05 17:26:18 UTC

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

ricardo308 — 2025-02-05 23:03:52 UTC

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

daniela938 — 2025-02-13 15:21:16 UTC

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

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

daniela938 — 2025-02-13 15:21:24 UTC

🌸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

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

daniela938 — 2025-02-13 16:43:20 UTC

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

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

daniela938 — 2025-02-13 16:44:08 UTC

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

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

daniela938 — 2025-02-13 17:35:16 UTC

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

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

daniela938 — 2025-02-13 17:37:57 UTC

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

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

daniela938 — 2025-02-13 18:07:10 UTC

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

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

daniela938 — 2025-02-13 19:02:04 UTC

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

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

daniela938 — 2025-03-14 18:09:38 UTC

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

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

daniela938 — 2025-03-14 18:18:30 UTC

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

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

daniela938 — 2025-03-14 18:30:11 UTC

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

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

daniela938 — 2025-03-14 18:32:09 UTC

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

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

daniela938 — 2025-03-14 18:35:24 UTC

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

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

daniela938 — 2025-03-14 19:44:49 UTC

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

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

daniela938 — 2025-03-14 20:30:49 UTC

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

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

daniela938 — 2025-03-14 20:47:04 UTC

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

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

daniela938 — 2025-03-14 20:54:39 UTC

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

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

daniela938 — 2025-03-14 21:19:34 UTC

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

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

daniela938 — 2025-03-25 14:42:32 UTC

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

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

daniela938 — 2025-04-29 16:00:56 UTC

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

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

daniela938 — 2025-04-29 16:01:07 UTC

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

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

daniela938 — 2025-04-29 16:47:03 UTC

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

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

daniela938 — 2025-04-29 17:16:45 UTC

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

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

daniela938 — 2025-04-29 17:29:22 UTC

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

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

daniela938 — 2025-04-29 17:56:22 UTC

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.

📞(978) 878-3519

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

#probate #informalprobate #legaltips #probatelawyer

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

daniela938 — 2025-05-21 21:43:03 UTC

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

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

daniela938 — 2025-05-21 21:57:01 UTC

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

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

daniela938 — 2025-05-21 22:16:05 UTC

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

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

daniela938 — 2025-05-21 22:16:09 UTC

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:

Beneficiaries
Power of attorney
Healthcare directives
Asset changes
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

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

daniela938 — 2025-05-21 22:16:12 UTC

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.

📞(978) 878-3519

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

#livingwill #healthcareproxy #advancecareplanning #massachusettslaw

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

daniela938 — 2025-05-21 22:16:14 UTC

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

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

daniela938 — 2025-05-21 22:16:16 UTC

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.

📞(978) 878-3519

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

#medicaidplanning #assetprotection #estateplanning #medicaid

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

daniela938 — 2025-05-21 22:16:18 UTC

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

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

daniela938 — 2025-06-24 22:47:30 UTC

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

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

daniela938 — 2025-06-24 22:47:52 UTC

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

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

daniela938 — 2025-06-24 22:47:59 UTC

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

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

daniela938 — 2025-06-24 22:48:03 UTC

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

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

daniela938 — 2025-06-24 22:48:05 UTC

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

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

daniela938 — 2025-06-24 22:48:07 UTC

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

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

daniela938 — 2025-06-24 22:48:13 UTC

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

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

daniela938 — 2025-06-24 22:48:16 UTC

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

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

daniela938 — 2025-07-24 21:26:33 UTC

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

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

daniela938 — 2025-07-24 21:26:52 UTC

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

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

daniela938 — 2025-07-24 21:26:55 UTC

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

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

daniela938 — 2025-07-24 21:26:58 UTC

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

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

daniela938 — 2025-07-24 21:27:01 UTC

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

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

daniela938 — 2025-07-24 21:27:03 UTC

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

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

daniela938 — 2025-07-24 21:27:12 UTC

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

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

daniela938 — 2025-07-24 21:27:15 UTC

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

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

daniela938 — 2025-08-21 14:22:48 UTC

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

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

daniela938 — 2025-08-21 14:24:31 UTC

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

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

ricardo308 — 2025-09-29 22:46:43 UTC

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

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

ricardo308 — 2025-11-24 20:10:15 UTC

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

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

ricardo308 — 2025-11-24 21:05:49 UTC

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

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

ricardo308 — 2025-11-24 21:41:36 UTC

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

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

ricardo308 — 2025-11-24 23:01:59 UTC

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

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

ricardo308 — 2025-11-24 23:22:25 UTC

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

[Post - DEC] Happy Holidays | Scheduled 12.25.25

ricardo308 — 2025-11-24 23:38:47 UTC

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

[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

ricardo308 — 2025-11-26 17:18:31 UTC

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

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

ricardo308 — 2025-12-09 00:06:39 UTC

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

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

ricardo308 — 2026-01-21 22:14:00 UTC

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

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

ricardo308 — 2026-01-21 22:23:45 UTC

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

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

ricardo308 — 2026-01-21 22:32:59 UTC

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

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

ricardo308 — 2026-01-21 22:44:42 UTC

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

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

ricardo308 — 2026-01-21 22:58:55 UTC

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

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

ricardo308 — 2026-01-21 23:46:14 UTC

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

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

ricardo308 — 2026-01-21 23:51:17 UTC

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

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

ricardo308 — 2026-01-29 23:55:43 UTC

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.

#estateplanning #massachusettslaw #estateplan

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

ricardo308 — 2026-03-24 23:25:38 UTC

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

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

ricardo308 — 2026-03-25 00:29:08 UTC

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

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

ricardo308 — 2026-03-25 21:40:35 UTC

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

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

ricardo308 — 2026-03-25 22:01:40 UTC

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

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

ricardo308 — 2026-03-25 23:12:39 UTC

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

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

ricardo308 — 2026-03-25 23:41:36 UTC

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

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

ricardo308 — 2026-03-31 22:08:09 UTC

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

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

ricardo308 — 2026-06-12 16:43:59 UTC

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

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

ricardo308 — 2026-06-12 16:57:29 UTC

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

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

ricardo308 — 2026-06-12 17:11:45 UTC

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

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

ricardo308 — 2026-06-12 17:28:53 UTC

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

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

ricardo308 — 2026-06-12 17:40:33 UTC

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

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

ricardo308 — 2026-06-12 18:07:01 UTC

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

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

ricardo308 — 2026-06-12 18:21:47 UTC

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

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

ricardo308 — 2026-06-12 18:41:21 UTC

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

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

ricardo308 — 2026-07-02 17:34:35 UTC

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

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

ricardo308 — 2026-08-13 20:25:55 UTC

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

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

ricardo308 — 2026-08-13 20:51:43 UTC

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

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

ricardo308 — 2026-08-13 21:48:04 UTC

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

[Post - AUG] Protecting Estates from Fiduciary Misconduct

ricardo308 — 2026-08-13 22:00:27 UTC

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

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

ricardo308 — 2026-08-13 22:14:00 UTC

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

[Post - AUG] When Probate Becomes a Legal Dispute

ricardo308 — 2026-08-13 22:38:07 UTC

A disagreement over an estate can quickly become a serious legal conflict.

Massachusetts probate and trust litigation may involve a contested will, suspected undue influence, questions about capacity, disputed trust terms, or allegations that a personal representative breached a fiduciary duty. Beneficiaries may need to challenge improper estate administration, while personal representatives facing unsupported claims need a strong defense.

Whether you are protecting an inheritance or defending your actions as a fiduciary, the details matter. Speak with Casey Lundregan Burns, P.C. about the dispute and identify a legal strategy grounded in the facts.

978-741-3888

https://caseylundreganburns.com

#probatelitigation #willcontest #trustlitigation #massachusettsprobate

[Post - AUG] Questions Welcomed. Concerns Addressed.

ricardo308 — 2026-08-13 22:46:36 UTC

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

[NL Blog Post] Why More Families Are Challenging Trusts and What It Means for You

ricardo308 — 2026-08-14 21:43:31 UTC

Trust disputes rarely begin in a courtroom. They often start with unanswered questions, unexpected changes, or concerns about how a trustee is managing family assets.

As inheritances grow and family structures become more complex, these conflicts are becoming harder to ignore.

What is fueling the rise in trust challenges, and what can families do before tensions escalate? Read our latest article for practical insight.

https://caseylundreganburns.com/why-more-families-are-challenging-trusts-and-what-it-means-for-you

#trustdisputes #trustlitigation #estateplanning #massachusettslaw

Casey Lundregan Burns, P.C. by Luciana Trompa

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CLIENT TESTIMONIAL- Scheduled: 7/11/2024

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Recent Changes in Massachusetts Estate Tax Laws & Knowing How to Adjust Your Estate Plan to Keep Up | Scheduled 9/4/2024

Sellers Could Face Transfer Fees in Real Estate Deals to Fund Housing Initiatives - Scheduled: 3/7/2024

Ashley Tourtelot promoted to Housing Paralegal - Scheduled: 6/17/2024

Planning for Changes in Estate Taxes and Other Issues in 2024 | Scheduled 9/18/2024

Introduction to Beneficial Ownership Information Reporting | Scheduled 8/30/2024

Welcome to the team: Raeha S. Noel - Scheduled: 7/1/2024

Welcome to the team: Melissa Neiman - Scheduled: 6/27/2024

[Blog Post / Newsletter]: What Happens to My Debts When I Pass Away in Massachusetts? | Scheduled 10/2/2024

[Post] Attorneys Allison R. Burns and Brian T. Freeman are now officially licensed to practice law in Florida | Scheduled 12/11/2024

Social post: Melissa's promotion **Post is cancel***

The Crucial Role of an Estate Executor **CANCELED**

[Blog Post]: Navigating the New Federal BOI Reporting Requirement | Scheduled 10/17/2024 **LI BUSINESS ACCOUNT IS MISSING**

[Post] The Importance Of Estate Planning | Scheduled 1/9/2025

[Post - Firm's Facebook] Super Lawyers - Rising Stars: Allison Burns | Scheduled 1/14/2025

[Post - Personal LinkedIn] Super Lawyers - Rising Stars: Allison Burns | Scheduled 1/14/2025

[Post - Firm's Facebook] A Super Lawyers Rising Star: Christelle Jean-Felix | Scheduled 12/27/2024

[Post] Attorney Liza M. McCathern has been formally admitted to the Massachusetts State Bar | Scheduled 12/17/2024

[Blog Post - DECEMBER] Understanding Your Rights as a Beneficiary in Massachusetts | Scheduled 1/7/2025

[Post - DECEMBER] Happy Holidays | Scheduled 12/25/2024

[Post - DECEMBER] FAQ - What Documents Are Typically Required For A Probate Hearing? | Scheduled 12/19/2024

[Post - DECEMBER] What Role Does The Executor Play During The Probate Hearing? | Scheduled 12/30/2024

[Post - DECEMBER] How Long Does A Typical Probate Hearing Last? | Scheduled 12/13/2024

[Post - JANUARY] Happy New Year | Scheduled 1/1/2025

[Blog Post - JANUARY] Protecting Your Assets: MassHealth Estate Recovery in Massachusetts | Scheduled 2/7/2025

[Testimonial Post - JANUARY] Clients Say It Best | Scheduled 2/10/2025

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

[Post - JANUARY] Planning Ahead: How to Safeguard Your Wealth for Medicaid | Scheduled 2/5/2025

[Post - JANUARY] Medicaid Eligibility: What You Need to Know | Scheduled 2/13/2025

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

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

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

[Post - FEBRUARY] Happy Valentine's Day | Scheduled 2/14/2025

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Celebrating International Mother's Day! Post Canceled

Social post: Melissa's promotion Post is cancel*

The Crucial Role of an Estate Executor CANCELED

[Blog Post]: Navigating the New Federal BOI Reporting Requirement | Scheduled 10/17/2024 LI BUSINESS ACCOUNT IS MISSING