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 …
Estate Planning & Trusts
When a Loved One Dies: A Checklist of Important Steps
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. …
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Estate Administration: Should You DIY or Hire an Attorney?
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 …
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Navigating Estate Planning After a Dementia Diagnosis
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 …
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Understanding Probate: Do I Need It?
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 …
Have You Checked Your Beneficiary Designations Lately?
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 …
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Gifting, Medicaid Nursing Home Benefits, and What to Consider Before Giving
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 …
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Estate Planning Tips for Small Business Owners
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 …