Protecting your Child’s Inheritance from the Reach of a Divorcing Spouse

On May 11, our firm’s bi-monthly Smart Counsel presentation focused on the best way to protect the inheritance you will leave to your children from the reach of your child’s spouse in the event of a divorce.  There were two parts to our program.  First, family law attorneys Barbara Nason and Amy Vaughn  spoke about […]

SJC Issues Favorable Decision for Irrevocable Income Only Trusts

On May 30, 2017, the Supreme Judicial Court vacated the judgments of the Worcester County Superior Court companion cases, Daley and Nadeau, concluding that the right to use and occupy a residence does not make the assets contained within an irrevocable income only trust countable for MassHealth purposes.  The cases, which were argued before the […]

February 2017 Newseltter

News from Samuel, Sayward & Baler LLC for Febraury 2017 includes the articles: Five (Good) Reasons to Treat your Children Differently in Your Estate Plan, Employer Sponsored Retirement Plans:  What You Need to Know, MassHealth Update, We Get Around, SSB Partners with Honoring Choices, Spreading Some Holiday Cheer and What’s New at Samuel, Sayward & Baler LLC.

Your Real Estate and Owner’s Title Insurance

The most valuable asset many clients own is their primary residence and/or vacation home. One “tool” in the estate planner’s toolbox to effectively avoid the time-consuming and expensive probate process at an owner’s death is to transfer or “convey” real estate into a Trust. However, such a conveyance should be completed with caution to ensure […]