Learn why it’s important to look at the financial pasts and presents of both individuals. You may not know that social security, retirement funds, health care, and estate planning can all be affected by a remarriage. Read the article here.
CNBC Article: Financial Considerations to Keep in Mind Before RemarryingRead More
Most people are still employed when they begin their planning for retirement, but it’s important to consider what will happen if you don’t survive to retirement. Click here to learn a lesson from the rich and famous.
Forbes Article: Why Estate Planning Should Be Part of Your Retirement PlanRead More
Most women will outlive their husbands. Read here to understand and prepare for the reality of becoming a widow.
AARP Article: Waiting to be a Widow: What Every Woman Should KnowRead More
Since the very beginning of the pandemic, nursing homes have been among the hardest hit. Not only is the elder population among the most vulnerable, there is also a lack of value placed on protecting them. Click here to read more.
Time Article: COVID-19 Exposed the Faults in America’s Elder Care SystemRead 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 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
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
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
