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 […]

SSB Partners with Honoring Choices

Samuel, Sayward & Baler recently joined with Honoring Choices as a Community Partner. The mission of Honoring Choices is to help individuals make their health care wishes known and to ensure those wishes are carried out.  As a Community Partner, SSB will help adults in our area make their health care wishes known through the […]

We Get Around

Our attorneys have been out and about in the community, speaking about the importance of estate planning and continuing our education series on matters related to our practice areas. In November, all of our attorneys attended the Massachusetts Bar Association’s day-long Probate Law Conference, which is always an informative event.  This year’s highlights included the […]

MassHealth Update

2017 started off with a bang in the MassHealth world!  The end of 2016 brought with it some unexpected proposed MassHealth regulation changes which forced elder law attorneys across the state to scurry like mad before the holidays to review and comment on the new regulations which were originally set to take effect on February […]

Employer Sponsored Retirement Plans: What You Need to Know

While many employers offer retirement accounts as an employee benefit — even those that offer generous matching contributions — many do not offer adequate education on how to choose among the investments offered in the retirement plan. If you have engaged a financial professional to advise you, make sure that their advice about your overall […]

Options to Protect the Primary Residence from Long-Term Care Costs

If you are following along with the irrevocable trust saga, you know that on January 5, 2017, the Supreme Judicial Court heard oral argument on two irrevocable income only trusts where the MassHealth applicant placed his or her primary residence into the trust prior to applying for nursing home benefits.  It was incredible to watch […]

Happy Anniversary to the Massachusetts Estate Tax!

As a follow-up to my July 2016 blog commemorating the 100th anniversary of the federal estate tax, and as promised in that post (and better late than never), we are recognizing the less-significant-but-still-worth-commemorating 40th anniversary of the Massachusetts Estate Tax. The Massachusetts estate tax, like the federal estate tax, is a transfer tax that taxes […]