By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com You may regularly monitor the balances of your retirement, bank, and investment accounts, but have you recently reviewed the beneficiary designations tied to these accounts? These often-overlooked details are critical to ensuring your money goes to the intended person or entity after your death. It …
Have You Checked Your Beneficiary Designations Lately?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com An estate planning attorney can help you create a plan to protect your loved ones in case of your death or incapacity. This process may include sharing personal information with your attorney. Often, clients form a close connection with their attorney during the creation of …
What To Do When Your Estate Planning Attorney RetiresRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Going to the hospital for a medical procedure can be stressful, and, at times, confusing. Sometimes during the intake process, you may be asked if you have a Health Care Proxy (HCP) in place. If you do not have an HCP, or are unsure, they …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com After a loved one passes away, there are numerous legal and financial matters to address. Here is a comprehensive checklist to help guide you through the process: Obtain Certified Copies of the Death Certificate The funeral home will provide certified copies of the death certificate. …
When a Loved One Dies: A Checklist of Important StepsRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I often hear the question, “How much can I gift someone without triggering taxes?” While Massachusetts doesn’t impose a gift tax, the federal government does, albeit with a considerably high exemption. In the current year of 2023, gifts up to $17,000 per recipient are not …
Gifting, Medicaid Nursing Home Benefits, and What to Consider Before GivingRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Your home is often your most important asset. Many families want to protect this asset from the high cost of nursing home care. When nursing home care is not imminent, a common planning technique is to deed the home to a loved one, typically your …
The Benefits and Drawbacks of Reserving a Life EstateRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com One of the most common questions that arises when settling an estate is: “How do I transfer or dispose of a vehicle after the owner has died?” This is especially relevant in Massachusetts, where navigating the Registry of Motor Vehicles (RMV) process can be confusing. …
Transferring a Motor Vehicle After the Owner’s DeathRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com A common question we get from people handling a loved one’s estate is whether they need an attorney—or if they can manage the process themselves. Our answer? It depends. Every estate is different, and the level of complexity, as well as the personal bandwidth of …
Estate Administration: Should You DIY or Hire an Attorney?Read More
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