By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com The holiday season is a busy time for many of us. But we are hoping that it’s a good kind of busy – the type of busy that allows you to spend more time with your family and less time at work. We know that …
Forbes Article: IRS Announces Estate And Gift Tax Exemption Amounts For 2023
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Each year, inflation impacts the amounts exempt from federal estate and gift taxes. Exemption amounts for 2023 are out now. Read more here.
Forbes Article: IRS Announces Estate And Gift Tax Exemption Amounts For 2023Read More
Have You Checked Your Beneficiary Forms Lately?
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Have you checked your beneficiary designations for your retirement accounts or life insurance policies recently? If not, you may find that your designated beneficiary is not who or what you think it should be, especially if you have had a major life event, such as …
Yahoo Article: When Should You Open a Bank Account for Your Kids?
You might wonder when the appropriate time to open a bank account for your kids is. You may also wonder what type of account you should open for your child. Read this article to find out.
Yahoo Article: When Should You Open a Bank Account for Your Kids?Read 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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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
Kiplinger Article: Digital Wills
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.
Kiplinger Article: 6 of the Best Assets to Inherit
Thinking of leaving your heirs an inheritance? This will give them a leg up, but learn how to help them out even more here.