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!!!!
Newsletters
July 2015
News from Samuel, Sayward & Baler LLC for July 2015 includes the articles: Five Facts About Prenuptial Agreements, Tips to Evaluate Your Social Security Options Online, and Protecting the Home.
May 2015
News from Samuel, Sayward & Baler LLC for May 2015 includes the articles: Five Actions to Take After Signing Your Estate Plan Documents, Long-Term Care Insurance Update, and May is Elder Law Month!
February 2015
News from Samuel, Sayward & Baler LLC for February 2015 includes the articles: Five Things You Should Know About Gifting, There’s a New Act in Town and its Name is ABLE, and Socially Responsible Investing Ain’t What it Used to Be …..It’s Better.
November 2014
News from Samuel, Sayward & Baler LLC for November 2014 includes the articles: Five Considerations When Choosing a Fiduciary, Estate Planning Awareness Week, and Key Points About 401(k) Plans and 2015 Updates
July 2014
News from Samuel, Sayward & Baler LLC for July 2014 includes: Five Important Steps to Take After a Loved One Dies, Supreme Court Rules Inherited IRAs Not Protected from the Reach of Creditors in Bankruptcy, and Searching for Guaranteed Income: Where to Look and How to Evaluate.
April 2014
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.
December 2013
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.
August 2013
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!
April 2013
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.