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
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.
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
Thinking of leaving your heirs an inheritance? This will give them a leg up, but learn how to help them out even more here.
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com The longer we live, the greater the likelihood that we will require care at some point in time. Many families go to great efforts to keep their senior loved ones at home, even if that means bringing care into the home. Unfortunately, care is expensive. …
Medicaid Pitfall: Paying for Private Aides in MassachusettsRead More
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. (To learn more about trusts, you can read my …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Most individuals do not have an estate plan in place to dictate what should happen to their assets after they pass away and if they create an estate plan, they tend to not think about it often after that. While having the estate plan itself …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com When an individual dies owning property solely in his or her name, then a formal procedure (known as “Probate”) is usually needed to determine to whom the property should pass. If there is a valid Will, the property will pass according to its terms. If …
Probating Newly Discovered Assets after the Close of ProbateRead More
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