News from Samuel, Sayward & Baler LLC for September 2017 includes the articles: Ask SSB, Five Facts to Know about Irrevocable Trusts, What Surprises and Worries Retirees?, Long-Term Care Planning Update and What’s New at Samuel, Sayward & Baler LLC.
Q: How do I choose who to name as my executor, power of attorney, and health care agent? I don’t want to hurt any of my children’s feelings. A: It can be hard to decide who to name to these roles, especially if you think a child will be upset if not chosen. While you […]
If you’re old enough to be thinking about retirement, one way to get some insight is to ask individuals who have already retired. That’s what the Wall Street Journal (WSJ) did recently, and though many of the retirees’ reports do not seem all that surprising, they are worth attention if you are within 10 years of retirement […]
Digital assets did not exist 25 years ago, but they are now part of our everyday existence. Things like the contents of our Facebook, Twitter and Instagram accounts, photographs stored online, digital music, YouTube videos, on-line gaming accounts, domain names, and email are all digital assets – a collection of our digital property and electronic […]
With the abundance of information available to everyone today, including so-called ‘fake news’, it is not surprising that my clients sometimes have misconceptions about estate taxes, trusts, probate, and other estate and elder law matters. In the spirit of the back-to-school season, here is a quiz to test your estate planning knowledge. Q. True or […]
Many parents and grandparents look at the way their children and grandchildren manage their financial lives and shudder. In some cases, this is simply a matter of the older generation disapproving of the way the younger generation spends money because it is not how they spend their money. In some cases, there is real cause […]
As you spend time with your children and grandchildren during the lazy days of summer, it is a good time to think about your estate plan, and whether it is structured in a way that takes care of your family. Here are a few ways a good estate plan can protect and provide for your […]
News from Samuel, Sayward & Baler LLC for June 2017 includes the articles: Five Ways to Make Sure Health Care Wishes are Carried Out, Dementia Friendly Massachusetts, Protecting your Child’s Inheritance from the Reach of a Divorcing Spouse, Long-Term Care Insurance Update, Calling all New Parents, and What’s New at Samuel, Sayward & Baler LLC.
To all of our clients who are looking to cross something off their to-do list this summer, check out this interesting read from last week’s “Your Money” Section of The New York Times. It’s never too early to start the conversation about long-term care planning! This article shows us that even people who consider themselves […]
In my estate planning and elder law practice, many clients express curiosity about Irrevocable Trusts, wanting to know what an Irrevocable Trust is used for and how it works. Here are five things to know about Irrevocable Trusts. 1. An Irrevocable Trust has beneficiaries who have rights to the Trust property. It is a common […]