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.
Last Will & Testament
Wealth Management Article: Trust Planning in Unprecedented Times
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
AARP Article: 10 Tips to Help Make Your Home Fall-Proof and Hazard-Free
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
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.
Medicaid Pitfall: Paying for Private Aides in Massachusetts
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
Should I Transfer my Home to my Kids to Protect it from the Nursing Home Care?
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I often get asked whether transferring someone’s home to their children would protect it from nursing home costs. The short answer – probably not. The correct answer depends on your family’s unique situation, including health and financial situation. There are several things to consider when …
Should I Transfer my Home to my Kids to Protect it from the Nursing Home Care?Read More
The Number One Reason Why Trusts Fail
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 …
How Do I Know if my Estate Plan is Out of Date?
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 …