By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I sometimes receive a call from a family after someone passes telling me that they cannot find the original Last Will and Testament. Without the original Will, estate administration involves an application by a proposed Personal Representative (“PR”, formerly known as the Executor) and usually …
Have You Checked Your Beneficiary Forms Lately?
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Have you checked your beneficiary designations for your retirement accounts or life insurance policies recently? If not, you may find that your designated beneficiary is not who or what you think it should be, especially if you have had a major life event, such as …
Where to Keep Your Estate Planning Documents
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com You have planned ahead and decided how you want your affairs to be handled upon your passing. You have signed all of your Foundational Estate Planning documents: A Last Will and Testament, a Durable Power of Attorney, a Personal Directive (sometimes called a Living Will), …
When Should I Review my Estate Planning Documents?
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Clients often ask about ideal times to review their documents. Although there is no hard-and-fast rule about when you should review your estate plan, I generally recommend that you should consider reviewing your documents upon the occurrence of a major life event, which may include …
The Number One Reason Why Trusts Fail
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 …
US News Article: What is Assisted Living?
It is necessary to consider that as we age, living alone will no longer be feasible. Read this informative article about what you need to know about assisted living facilities and how they can find the balance between helping older adults with difficult tasks while also providing them with the social contact they need to …
Kiplinger Article: When Do Living Trusts Make Sense?
Trusts can be a solution to many problems but they can also be misused. Learn what these costly missteps are and how they can be avoided here.
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CNBC Article: Financial Considerations to Keep in Mind Before Remarrying
Learn why it’s important to look at the financial pasts and presents of both individuals. You may not know that social security, retirement funds, health care, and estate planning can all be affected by a remarriage. Read the article here.
CNBC Article: Financial Considerations to Keep in Mind Before RemarryingRead More