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.
Newsletters
April Newsletter
News from Samuel, Sayward & Baler LLC for April 2020 includes the articles: Samuel, Sayward & Baler is Still Operating, Just A Little Differently, Imaginative and Unique Estate Planning Provisions, Five More Important Numbers to Know When Applying for Long-Term Care Medicaid Benefits, Start Your Spring Housecleaning With Some Estate Planning, Resources for Challenging Times, Put Your Estate Plan on Your To Do List, and What’s New at Samuel, Sayward & Baler LLC.
January Newsletter
News from Samuel, Sayward & Baler LLC for January 2020 includes the articles: The SECURE Act Changes the Rules on Inherited Retirement Accounts, Five Reasons to Review Your Estate Plan, Attorney Sayward Attends NAELA Summit, How Successful Retirees Cope with Retirement’s Biggest Uncertainties, Ask SSB, and What’s New at Samuel, Sayward & Baler LLC.
October 2019 Newsletter
News from Samuel, Sayward & Baler LLC for October 2019 includes the articles: Your Home vs. the Nursing Home – 5 Things to Know, Taking the Mystery Out of Gift Giving, An Important Guide to Understanding Medicare, Ask SSB – Who Should I Name as My Executor?, and What’s New at Samuel, Sayward & Baler LLC.
July 2019 Newsletter
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.
April 2019 Newsletter
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.
January 2019 Newsletter
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.
November 2018 Newsletter
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.
July 2018 Newsletter
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.
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.