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.
Estate Planning & Trusts
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
Forbes Article: Why Estate Planning Should Be Part of Your Retirement Plan
Most people are still employed when they begin their planning for retirement, but it’s important to consider what will happen if you don’t survive to retirement. Click here to learn a lesson from the rich and famous.
Forbes Article: Why Estate Planning Should Be Part of Your Retirement PlanRead 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
ThinkAdvisor Article: Demand for Estate Planning Booms Among Millennials
It’s not only the wealthy millennials who are making estate plans; the combination of aging parents, a global pandemic, and building their own families, millennials are forced to think about their futures. Click here to read more.
ThinkAdvisor Article: Demand for Estate Planning Booms Among MillennialsRead More
Yahoo Article: Why You Should Put Your House in a Living Trust
It’s so important to include one of your biggest assets, your home, in your estate plan so that you can ensure it is left to the people you want it to be left to. Read here to learn what a living trust is and why it is an essential tool for planning and distributing your …
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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), …
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