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), …
Time Article: COVID-19 Exposed the Faults in America’s Elder Care System
Since the very beginning of the pandemic, nursing homes have been among the hardest hit. Not only is the elder population among the most vulnerable, there is also a lack of value placed on protecting them. Click here to read more.
Time Article: COVID-19 Exposed the Faults in America’s Elder Care SystemRead More
CNBC Article: Your Ex-Spouse Could Inherit Your Money.
Depending on how you plan, your will could contain information that may be surprising to your loved ones. There are situations in which, if you neglect to update your beneficiaries, your ex spouse could inherit your money. Read more here.
CNBC Article: Your Ex-Spouse Could Inherit Your Money.Read More
CNBC Article: More than 70% of Black Americans Don’t Have a Will
While over 33% of all adults in the US have a will, only 27.5% of Black Americans have one. The result is that Black Americans are missing out on the largest wealth transfer in history. Click here to read about why this is happening and how to begin to bridge this disparity.
CNBC Article: More than 70% of Black Americans Don’t Have a WillRead More
Kiplinger Article: Digital Wills
When creating our wills, it is easy to overlook the amount of assets and information we have on the web. Have you ever thought about what will happen to your social media accounts, frequent flier miles, subscriptions, and bank accounts? Click here to read more.
Wealth Management Article: Trust Planning in Unprecedented Times
Did you know that modern directed trusts are one of the best ways preserve intergenerational wealth and flexibility? Read more here.
Wealth Management Article: Trust Planning in Unprecedented TimesRead More
AARP Article: 10 Tips to Help Make Your Home Fall-Proof and Hazard-Free
As we age, it’s important to adjust our homes to our needs. Click here to read tips about home modification that support aging-in-place.
AARP Article: 10 Tips to Help Make Your Home Fall-Proof and Hazard-FreeRead More
Kiplinger Article: 6 of the Best Assets to Inherit
Thinking of leaving your heirs an inheritance? This will give them a leg up, but learn how to help them out even more here.