News from Samuel, Sayward & Baler LLC for April 2014 includes: Five (Non-Tax) Reasons to Create a Revocable Trust, Avoiding and Surviving IRS Tax Audits, and Don’t Forget to Plan for the Pets.

News from Samuel, Sayward & Baler LLC for December 2013 includes: Five Reasons to Review Beneficiary Designations, 401(k) Retirement Plans for Small Business: Why, What and How To, and Medicare and Obamacare.

News from Samuel, Sayward & Baler LLC for August 2013 includes: Five Wills of the Rich and Famous, Don’t Turn 18 Without Them – Important Legal Documents for Young Adults, No More DOMA: More Dough for Many Same Gender Couples, Federal Law Recognizes Spouse of Any Gender, and Don’t Get Scammed by the Deed Scammers!

News from Samuel, Sayward & Baler LLC for April 2013 includes: Five Ways to Ensure your Health Care Wishes are Carried Out, Settlement of Class Action Suit Will Benefit Medicare Recipients, and No Thank You, Bernie: How To Recognize and Avoid Financial Scams.

News from Samuel, Sayward & Baler LLC for January 2013 includes:Five Reasons to Review and Update Your Estate Plan, Federal Estate Tax Update, American Taxpayer Relief Act of 2012 Creates Planning Opportunities, and New Massachusetts Trust Law Enacted.

News from Samuel, Sayward & Baler LLC for October 2012 includes: Five Options to Consider for Aging in Place, Cost Increase in Hybrid Long-Term Care and Permanent Insurance Policies Set for 2013, Don’t Go Back To College Without Them, Unfavorable Tax Changes Coming in 2013 . . . Maybe, and When Should you Contact Samuel, Sayward & Baler LLC?

News from Samuel, Sayward & Baler LLC for July 2012 includes the articles:  Five Considerations in Planning for Your Vacation Home, Prenuptial Agreements are the Best Way to Protect an Inheritance, Prevent Errors in Your Retirement Account Before the Predicted Increase in IRS Audits, and Attorney Sayward Achieves CELA Certification.

 

News from Samuel, Sayward & Baler LLC for May 2012 includes the articles: Five Facts to Know About Veterans Aid and Attendance Benefits, Update: Massachusetts Uniform Probate Code (MUPC) Is Law, May is Elder Law Month!, and Financial Records: What to Stow and What to Throw.

News from Samuel, Sayward & Baler LLC for February 2012 includes the articles: Five Facts To Know About Estate Planning and Retirement Benefits, New Law Will Affect Estates and Estate Planning, and Websites Helpful for College Application and Aid, Retirement Benefits, Loans and Investments.

News from Samuel, Sayward & Baler LLC for November 2011 includes the articles: Five Facts To Know About Special Needs Trusts, Two Important Tax Developments Related to 2010 and 2011 Estates, Key Questions and Answers About Long-Term Care and New Insurance Choices, and National Estate Planning Awareness Week.