By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Most married couples I represent want a surviving spouse to be provided for as generously as possible, and of course, this instinct makes sense. But have you considered whether someone else may come along and become the new spouse after your passing? Does your estate …
Should Remarriage Protection be part of your Estate Plan?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com When an individual dies owning property solely in his or her name, then a formal procedure (known as “Probate”.) is usually needed to determine to whom the property should pass. If there is a valid Will, the property will pass according to its terms. If …
Probating Newly Discovered Assets After the Close of ProbateRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com If you are single, widowed, and/or never had children – you might be asking yourself: do I really need to make formal estate plans? As a single person, it is easy to assume that you don’t need the legal protections offered by estate planning. This …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com A trust can have powerful benefits – avoiding probate and saving legal costs, reducing estate taxes, protecting assets from long term care costs, addressing unexpected events, preserving benefits for the disabled, and the list goes on. But many trusts fail to work as intended. I …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com If you are an adult child, one of the most painful moments in your lifetime may be realizing your mother or father is no longer able to safely care for themselves due to cognitive decline. Whether the cause is physical injury, Alzheimer’s disease, an acute …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Sometimes I meet with clients who explain that they recently got married but have chosen to keep their finances separate, maintaining separate bank accounts, splitting bills, and filing taxes separately. Now, one spouse’s health has significantly changed and it looks like the ill spouse will …
Will they look at my new spouse’s assets when I apply for Nursing Home MassHealth?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com We are often asked, “Will MassHealth look at every check I write when I’m applying for benefits?” When attempting to answer this question, I first try to educate the client on the basics of Medicaid eligibility and the look-back rules. Please note that when I …
Will Medicaid (MassHealth in Massachusetts) look at every check I write?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Congratulations, you have taken the important step of creating an irrevocable trust to protect your real estate property should you need long-term care. However, you may have missed some important follow-up steps. Did you let your insurance company know of the change in the deed? …
Have you Notified your Homeowner’s Insurance Company About your Irrevocable Trust?Read More
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