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Estate Planning & Trusts

The Importance of Updating Your Beneficiaries in Massachusetts

February 12, 2022

By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Have you checked recently who you have designated to inherit your assets?  If not, you may find that your designated beneficiary is not who or what you think it should be.   It is recommended that every few years you revisit these types of assets to …

The Importance of Updating Your Beneficiaries in MassachusettsRead More

Will they look at my new spouse’s assets when I apply for Nursing Home MassHealth?

February 9, 2022

By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Sometimes I meet with clients who explain that they recently got married but have chosen to keep their finances separate, maintaining separate bank accounts, splitting bills, and filing taxes separately.  Now, one spouse’s health has significantly changed and it looks like the ill spouse will …

Will they look at my new spouse’s assets when I apply for Nursing Home MassHealth?Read More

What Is A Trust?

February 6, 2022

By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I often hear from prospective clients asking, “What is a Trust?” A trust essentially is an agreement between two or more people to hold assets (e.g., a house, bank account investment, etc.) for the benefit of someone else—for the benefit of a beneficiary.  So, it …

What Is A Trust?Read More

Avoiding Probate in Massachusetts

February 4, 2022

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, a formal procedure (“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 there is no …

Avoiding Probate in MassachusettsRead More

CNBC Article: When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updated

January 31, 2022

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget. Click here to read the article.

CNBC Article: When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updatedRead More

Should Remarriage Protection be part of your Estate Plan?

December 24, 2021

By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Most married couples I represent want a surviving spouse to be provided for as generously as possible, and of course, this instinct makes sense.  But have you considered whether someone else may come along and become the new spouse after your passing?   Does your estate …

Should Remarriage Protection be part of your Estate Plan?Read More

Probating Newly Discovered Assets After the Close of Probate

December 21, 2021

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

Do You Need an Estate Plan if You are Single?

December 19, 2021

By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com If you are single, widowed, and/or never had children – you might be asking yourself: do I really need to make formal estate plans? As a single person, it is easy to assume that you don’t need the legal protections offered by estate planning. This …

Do You Need an Estate Plan if You are Single?Read More

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