Archive | Newsletters

August 2013

News from Samuel, Sayward & Baler LLC for August 2013 includes: Five Wills of the Rich and Famous, Don’t Turn 18 Without Them – Important Legal Documents for Young Adults, No More DOMA: More Dough for Many Same Gender Couples, Federal Law Recognizes Spouse of Any Gender, and Don’t Get Scammed by the Deed Scammers!

April 2013

News from Samuel, Sayward & Baler LLC for April 2013 includes: Five Ways to Ensure your Health Care Wishes are Carried Out, Settlement of Class Action Suit Will Benefit Medicare Recipients, and No Thank You, Bernie: How To Recognize and Avoid Financial Scams.

January 2013

News from Samuel, Sayward & Baler LLC for January 2013 includes:Five Reasons to Review and Update Your Estate Plan, Federal Estate Tax Update, American Taxpayer Relief Act of 2012 Creates Planning Opportunities, and New Massachusetts Trust Law Enacted.

October 2012

News from Samuel, Sayward & Baler LLC for October 2012 includes: Five Options to Consider for Aging in Place, Cost Increase in Hybrid Long-Term Care and Permanent Insurance Policies Set for 2013, Don’t Go Back To College Without Them, Unfavorable Tax Changes Coming in 2013 . . . Maybe, and When Should you Contact Samuel, Sayward & Baler LLC?

July 2012

News from Samuel, Sayward & Baler LLC for July 2012 includes the articles:  Five Considerations in Planning for Your Vacation Home, Prenuptial Agreements are the Best Way to Protect an Inheritance, Prevent Errors in Your Retirement Account Before the Predicted Increase in IRS Audits, and Attorney Sayward Achieves CELA Certification.  

May 2012

News from Samuel, Sayward & Baler LLC for May 2012 includes the articles: Five Facts to Know About Veterans Aid and Attendance Benefits, Update: Massachusetts Uniform Probate Code (MUPC) Is Law, May is Elder Law Month!, and Financial Records: What to Stow and What to Throw.

February 2012

News from Samuel, Sayward & Baler LLC for February 2012 includes the articles: Five Facts To Know About Estate Planning and Retirement Benefits, New Law Will Affect Estates and Estate Planning, and Websites Helpful for College Application and Aid, Retirement Benefits, Loans and Investments.

November 2011

News from Samuel, Sayward & Baler LLC for November 2011 includes the articles: Five Facts To Know About Special Needs Trusts, Two Important Tax Developments Related to 2010 and 2011 Estates, Key Questions and Answers About Long-Term Care and New Insurance Choices, and National Estate Planning Awareness Week.