News from Samuel, Sayward & Baler LLC for July 2019  includes the articles: Five Big Estate Planning “Dont’s”, Three Tax Advantaged Ways to Use Required Minimum Distributions (RMDs), Ask SSB, Keep Your Eye on the SECURE Act, Our 10, 1000th Client!, and  What’s New at Samuel, Sayward & Baler LLC.

News from Samuel, Sayward & Baler LLC for April 2019  includes the articles: Ask SSB, Five Reasons Not to use “Pay-on-Death” Accounts or Joint Ownership to Avoid Probate, Using Roth IRA Accounts to Supercharge Bequests, Health Care Decision-Making in a Crisis, and What’s New at Samuel, Sayward & Baler LLC.

News from Samuel, Sayward & Baler LLC for January 2019  includes the articles: Five Answers to Your Questions about Using Trusts to Save Estate Taxes, GETTING ORGANIZED in 2019, Ask SSB, Retirement Account Caution: Change in Firm or Provider Requires Confirmation of Beneficiaries, and What’s New at Samuel, Sayward & Baler LLC.

News from Samuel, Sayward & Baler LLC for November 2018  includes the articles: Five Questions to Ask Before Creating an Irrevocable Trust, How to  Prepare for a Bear…..After Ten Years of Bull (markets), National Special Needs Law Month – October, Ask SSB, and What’s New at Samuel, Sayward & Baler LLC.

 

 

News from Samuel, Sayward & Baler LLC for July 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.

 

 

News from Samuel, Sayward & Baler LLC for April 2018  includes the articles: Ask SSB, Five Questions to Ask Yourself when Choosing a Trustee, What You Need to Know About Medicare, Lessons Learned from an Injury, and What’s New at Samuel, Sayward & Baler LLC.

News from Samuel, Sayward & Baler LLC for January 2018  includes the articles: Ask SSB, Five Things a Well-structured Estate Plan Can Do For Your Children, Ageing in Place, The Opioid Crisis and Estate Planning, and What’s New at Samuel, Sayward & Baler LLC.

News from Samuel, Sayward & Baler LLC for September 2017 includes the articles: Ask SSB, Five Facts to Know about Irrevocable Trusts, What Surprises and Worries Retirees?, Long-Term Care Planning Update and What’s New at Samuel, Sayward & Baler LLC.

News from Samuel, Sayward & Baler LLC for June 2017 includes the articles: Five Ways to Make Sure Health Care Wishes are Carried Out, Dementia Friendly Massachusetts, Protecting your Child’s Inheritance from the Reach of a Divorcing Spouse, Long-Term Care Insurance Update, Calling all New Parents, and What’s New at Samuel, Sayward & Baler LLC.

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.