By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Receiving a diagnosis of dementia can be a daunting and emotional experience, both for the individual affected and their loved ones. Amidst the challenges of coping with the diagnosis and managing its progression, estate planning often becomes a critical concern. Planning for the future becomes …
Navigating Estate Planning After a Dementia DiagnosisRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com In recent months we have had a number of calls coming to our office with the following problem. The caller explains that they are attempting to sell a home owned by a family member. A buyer has been found, but then shortly before the closing …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Losing a loved one is incredibly tough, and once the initial grief begins to fade, you’re left with the complicated and time-consuming task of figuring out if probate is necessary for their estate. But what exactly is probate, and can you avoid it to speed …
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 right 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 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 Gifting, Medicaid Nursing Home Benefits, and What to Consider Before Giving 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 …
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 Increasingly, people are considering all aspects of aging, including planning for their final farewell. While it might not be the most enjoyable task, planning for the end-of-life offers many benefits. One common strategy is to prepay for funeral expenses or set up an Irrevocable Pre-paid …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Owning and running a small business is a labor of love that involves countless hours of hard work and dedication. Amidst the day-to-day operations and strategic planning, it’s essential for small business owners to consider the future—especially when it comes to estate planning. In this …
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