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Five Answers to Your Questions about the Massachusetts Estate Tax (from An Estate Planning Attorney)

The Massachusetts estate tax is a little-understood tax that impacts middle-class families in our fair state every year.  If you live (and die) in Massachusetts and own a home, a retirement account, and a life insurance policy, there is a good chance that your “estate” is large enough to be subject to estate tax.   Here […]

Asset Protection and Creditor Protection – Why Failing to Plan is Risky Business

Let’s face it – taking a risk now and again can add a bit of spice to life.  How else to explain hang-gliding or road-side sushi stands?  On the other hand, keeping one’s family and fortune safe from risk is on the list of “lifetime goals” for most people.  Estate planning is all about protecting […]

July 2018 Newsletter

News from Samuel, Sayward & Baler LLC for April 2018  includes the articles: 5 Things That Can Derail Your Estate Plan, Retirement Planning: Are You Taking Steps to Assure Peace of Mind?, When Should I Update My Estate Plan?, Ask SSB, and What’s New at Samuel, Sayward & Baler LLC.    

Ask Samuel, Sayward & Baler LLC

Q:       My daughter is going through a divorce and a friend told me that in Massachusetts my son-in-law is entitled to information about MY assets in connection with their divorce – can this possibly be true?  A:        Believe it or not, it’s true.  In Massachusetts, a divorcing spouse can subpoena the parents of his spouse […]

Retirement Planning: Are You Taking Steps to Assure Peace of Mind?

By Steven Joshua Samuel JD, MBA, AIF® If you plan to stop working within 10 years or so, you may be taking steps to prepare or at least be wondering what you should be doing to feel financially secure.  A Brighthouse Financial survey recently asked people nearing retirement about their concerns and the issues with which they […]

Congratulations to Your High School Graduate!

  Summer is now in full swing after the end-of-the-school-year excitement and celebrations for recent high school grads!  Many parents will soon begin the process of preparing their young adult for college, including spending lots of time (and money!) at Bed, Bath & Beyond purchasing items for the dorm room, classes, and extracurricular activities.   In […]