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 …
Elder Law
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 …
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
Kiplinger Article: How To Protect Your Estate
If these past few years of the pandemic have taught us anything it is that planning is essential. Read this article checklist to ensure that your plans are in order. To learn about where to keep your estate planning documents to ensure they are safe read my blog here.
Forbes Article: Protecting Your Inheritance From Your Spouse
It’s not surprising that divorce rates spiked during the pandemic. If you are considering whether or not to stay in your relationship, it is important to consider how you can protect your inheritance. Read here to learn more.
Forbes Article: Protecting Your Inheritance From Your SpouseRead More
AARP Article: Waiting to be a Widow: What Every Woman Should Know
Most women will outlive their husbands. Read here to understand and prepare for the reality of becoming a widow.
AARP Article: Waiting to be a Widow: What Every Woman Should KnowRead More
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), …