By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I sometimes receive a call from a family after someone passes telling me that they cannot find the original Last Will and Testament. Without the original Will, estate administration involves an application by a proposed Personal Representative (“PR”, formerly known as the Executor) and usually …
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When Should I Review my Estate Planning Documents?
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Clients often ask about ideal times to review their documents. Although there is no hard-and-fast rule about when you should review your estate plan, I generally recommend that you should consider reviewing your documents upon the occurrence of a major life event, which may include …
CNBC Article: Financial Considerations to Keep in Mind Before Remarrying
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.
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Forbes Article: Why Estate Planning Should Be Part of Your Retirement Plan
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
AARP Article: Waiting to be a Widow: What Every Woman Should Know
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
Time Article: COVID-19 Exposed the Faults in America’s Elder Care System
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
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.
Probating Newly Discovered Assets after the Close of Probate
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 …
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