By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Trusts are versatile and powerful estate planning tools that can provide a wide range of benefits for seniors and their families. Despite their complexity, understanding the various types of trusts and how they work can help older adults make informed decisions to protect their assets, …
Trusts Demystified: How Different Types of Trusts Can Benefit Seniors and Their FamiliesRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com A common question we get from people handling a loved one’s estate is whether they need an attorney—or if they can manage the process themselves. Our answer? It depends. Every estate is different, and the level of complexity, as well as the personal tolerance and …
Estate Administration: Should You DIY or Hire an Attorney?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Receiving a diagnosis of dementia can be a daunting and emotional experience, both for the individual affected and their loved ones. Amidst the challenges of coping with the diagnosis and managing its progression, estate planning often becomes a critical concern. Planning for the future becomes …
Navigating Estate Planning After a Dementia DiagnosisRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com In recent months we have had a number of calls coming to our office with the following problem: The caller is attempting to sell a home owned by a family member; a buyer has been found, but then shortly before the closing the sale hits …
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. …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com You may regularly monitor the balances of your retirement, bank, and investment accounts, but have you recently reviewed the beneficiary designations tied to these accounts? These often-overlooked details are critical to ensuring your money goes to the intended person or entity after your death. It …
Have You Checked Your Beneficiary Designations Lately?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com After a loved one passes away, there are numerous legal and financial matters to address. Here is a comprehensive checklist to help guide you through the process: Obtain Certified Copies of the Death Certificate The funeral home will provide certified copies of the death certificate. …
When a Loved One Dies: A Checklist of Important StepsRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com I often hear the question, “How much can I gift someone without triggering taxes?” While Massachusetts doesn’t impose a gift tax, the federal government does, albeit with a considerably high exemption. In the current year of 2023, gifts up to $17,000 per recipient are not …
Gifting, Medicaid Nursing Home Benefits, and What to Consider Before GivingRead More
Contact our office today. We are ready to help you. There is no better time than now.
Learn How →