News from Samuel, Sayward & Baler LLC for July 2021 includes the articles: 5 Thoughts About Planning for Your Vacation Home, When Preparing for a Child to Go Away to College, Don’t Forget Their Estate Plan Documents, Ask SSB: Does signing a new Health Care Proxy revoke my current Health Care Proxy? An update of What’s New at Samuel, Sayward & Baler LLC, and an Employee Profile – Meet Victoria Ung
News from Samuel, Sayward & Baler LLC for April 2021 includes the articles: 5 Things To Do Soon After A Loved One Passes Away, Delays Continue at the Probate Courts , Ask SSB: Can I disinherit my child?, Obtaining or Refinancing a Mortgage on Property that is Titled in Trust and an update of What’s New at the Firm including a Team Member Spotlight on Caitlin Frantegrossi, a Paralegal at the firm.
News from Samuel, Sayward & Baler LLC for January 2021 includes the articles: 5 Ways in Which the Best Laid (Estate) Plans can go Awry, Possible Tax Changes on the Horizon, What are the different kinds of trusts and why does it matter which one I have?, and an update of What’s New at the Firm including a Welcome to Deb Hayes our new Law Office Administrator and well wishes to Attorney Julia Abbott in the next phase of her legal career.
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.
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.
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.
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.
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.
