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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.    

April 2018 Newsletter

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.

June 2017 Newsletter

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.

February 2017 Newsletter

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!!!!