Archive | Newsletters

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.

September 2016 Newsletter

News from Samuel, Sayward & Baler LLC for September 2016 includes the articles: Five Times to Review and Update Your Estate Plan,Financial Industry Trends and Updates, Massachusetts’ Highest Court Overturns Case Which Eroded Asset Protection Aspect of Trusts, Did You Know?, and September Smart Counsel Series.

May 2016

News from Samuel, Sayward & Baler LLC for May 2016 includes the articles: Five Examples of DIY Estate Planning Gone Bad, Estimating and Planning for Health Care Expenses During Retirement, and Proposed Expansion of Medicaid Estate Recovery.    

February 2016

News from Samuel, Sayward & Baler LLC for February 2016 includes the articles: Five Reasons to Call Your Estate Planning Attorney, Key Questions to Ask When Investment Markets are Down, MassHealth’s Treatment of Irrevocable Income Only Trusts as Murky as Ever, and Samuel, Sayward & Baler Becoming More Environmentally Friendly.

November 2015

News from Samuel, Sayward & Baler LLC for November 2015 includes the articles: Five Basic Medicaid Eligibility Rules, How Much Retirement Savings is Enough: A One-Hour DIY Self Estimate, Asset Protection is Not Just for Creditors Anymore, and Beware of IRS Scam!!!!

February 2015

News from Samuel, Sayward & Baler LLC for February 2015 includes the articles: Five Things You Should Know About Gifting, There’s a New Act in Town and its Name is ABLE, and Socially Responsible Investing Ain’t What it Used to Be …..It’s Better.

July 2014

News from Samuel, Sayward & Baler LLC for July 2014 includes: Five Important Steps to Take After a Loved One Dies, Supreme Court Rules Inherited IRAs Not Protected from the Reach of Creditors in Bankruptcy, and Searching for Guaranteed Income:  Where to Look and How to Evaluate.