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 …
Yahoo Article: Why You Should Put Your House in a Living TrustRead More
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
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
As we age, it’s important to adjust our homes to our needs. Click here to read tips about home modification that support aging-in-place.
AARP Article: 10 Tips to Help Make Your Home Fall-Proof and Hazard-FreeRead 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
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