June 2017 Newsletter

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.

Long-Term Care Planning

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 […]

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 […]

Dementia Friendly Massachusetts

The Massachusetts Executive Office of Elder Affairs has a new initiative to raise awareness about the prevalence of dementia in our state, in an effort to make our communities and those who live in them more “friendly” to those who suffer from dementia.  Did you know that one  in eight older adults in Massachusetts has […]

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.