By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Trusts are versatile and powerful estate planning tools that can provide a wide range of benefits for seniors and their families. Despite their complexity, understanding the various types of trusts and how they work can help older adults make informed decisions to protect their assets, …
Trusts Demystified: How Different Types of Trusts Can Benefit Seniors and Their FamiliesRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com On March 1, 2026, the Financial Crimes Enforcement Network (FinCEN) began requiring reporting of certain residential real estate transfers under its new Residential Real Estate Reporting Rule. This federal anti–money laundering rule applies primarily to non-financed transfers of residential real estate where the buyer is …
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 intended person or entity after your death. It …
Have You Checked Your Beneficiary Designations Lately?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com In recent months we have had a number of calls coming to our office with the following problem. The caller explains that they are attempting to sell a home owned by a family member. A buyer has been found, but then shortly before the closing …
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 …
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 …
Have You Checked Your Beneficiary Designations Lately?Read More
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 …
Gifting, Medicaid Nursing Home Benefits, and What to Consider Before GivingRead More
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