News from Samuel, Sayward & Baler LLC for October 2020 includes the articles: Five Taxes your Heirs May Pay (or not) After your Death, We remember two champions of equality and justice: Chief Justice Ralph Gants and Justice Ruth Bader Ginsburg, Your Year-End Financial Planning Checklist; 10 Suggestions to Help You Stay on Track, Ask SSB with questions about preparing a MassHealth application for long-term nursing home care costs and an update of What’s New at the Firm including a farewell to Jennifer Poles who we will sorely miss.
News from Samuel, Sayward & Baler LLC for August 2020 includes the articles: SSB’s Response to Recent Events, The CARES Act Upends the Rules on Distributions from Retirement Accounts, Five Requirements of a Valid Will, Common Misunderstandings and Mistakes Family Members Make When Serving as Trustees, Ask SSB, In-Office Meeting Protocols, and What’s New at Samuel, Sayward & Baler LLC.
Lynne Abe discusses our new In office meeting procedures for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Smart Counsel Series
What You Should Know About Your Retirement Accounts and the SECURE Act
To our Clients and Friends:
Please join us virtually for the next presentation in our Smart Counsel Series to learn What You Should Know About Your Retirement Accounts and the SECURE Act.
In a first for our Smart Counsel Series, this presentation will be done in two parts, both via recorded webinar that you may view at your leisure.
Part One – SECURE Act Webinar
In the Part One webinar, Attorneys Julia Abbott and Abigail Poole will take you through the basics of the SECURE Act and how you might be affected. Click on the image below to watch the full webinar now.
The SECURE (Setting Every Community Up for Retirement Enhancement) Act took effect on January 1, 2020, and is the most significant legislation impacting retirement accounts in decades. The Act makes changes that affect distributions from retirement accounts during the lifetime of the account owner, and significantly impacts the way non-spouse beneficiaries must take distributions from inherited retirement accounts following the death of the account owner. An understanding of the SECURE Act’s provisions is crucial for anyone with significant assets in an IRA, 401k, 403b or other qualified retirement account, especially if you have one or more Trusts as part of your estate plan.
Please view this webinar from the comfort of your home to learn about:
The provisions of the SECURE Act that impact account owners during their lifetimes.
The changes to the rules regarding distributions from inherited retirement accounts and how they will impact your beneficiaries and estate plan.
Possible strategies to address the adverse impact of these changes, including updating your Trust provisions, Roth IRA conversions, charitable donations, trust strategies, and more.
As an added bonus, don’t miss this opportunity to meet Attorney Julia Abbott, who has recently joined the firm as a partner.
Part Two – Q&A Webinar
Part Two is a follow-up to the SECURE Act Webinar during which Attorneys Abbott and Poole will answer all your questions about the SECURE Act, which we invite you to submit via email. After watching Part One, send your questions to Jennifer at firstname.lastname@example.org by 5pm on Thursday, May 28th. We will email the link to the Part Two webinar answering your questions in early June.
Suzanne R. Sayward
Maria C. Baler
Julia K. Abbott
Abigail V. Poole
Attorney Julia Abbott discusses Gifting for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Paralegal Mackenzie Sayward, discusses a deed scam going around for our Smart Counsel for Lunch Series. Have your received a letter telling you to pay for a copy of your deed? Then this is a scam. Watch to learn more and If you have questions please call us and let us know at 781 461-1020
Attorney Julia Abbott discusses the rising costs of nursing home care for our Smart Counsel for Lunch Series. We worry about dying but most people worry about getting sick. What happens to your estate if you do? If you have questions please call us for a consultation at 781 461-1020.
Attorney Abigail Poole discusses Owners Title Insurance for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Attorney Maria Baler discusses the importance of a Health Care Proxy for our Smart Counsel for Lunch Series. What is a health care proxy and why do you need one? Please watch and if you have questions please call us for a consultation at 781 461-1020.
Attorney Suzanne Sayward talks about things to consider when funding a Trust, for our new Smart Counsel for Lunch Series. Setting up a Trust is a great way to avoid Probate but there is a right way to approach it. Please watch and if you have questions or want to learn more please call us at 781 461-1020.