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Planning for Incapacity Protecting Your Future & Preserving Your Assets

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Life is unpredictable, and having a comprehensive plan in place is the most effective way to protect yourself and your loved ones. Join us for a dinner and informative presentation exploring the essential legal steps necessary to navigate potential incapacity. We will discuss how to address personal and legal challenges, strategies for asset preservation, and the importance of having a plan that ensures your wishes are honored.

Limited space. Kindly RSVP to Senior Advisor Taylor Burns.
781.251.6630 | tburns@bridgesbyepoch.com

Smart Counsel Webinar – Hot Summer, Hot Market, What Home Sellers and Buyers Need to Know

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Welcome to summer 2021 where the weather is hot and the real estate market is even hotter!  Join us for our next Smart Counsel webinar where local realtors Adam Hayes of Milestones Realty and Ellen Grubert and Janis Lippman of the EllenandJanisteam/Compass will share their expertise on this very active real estate market, offer tips for sellers and buyers, and talk about what you can expect if you venture into the fray.  

Adam and his team have a particular focus on representing seniors who have owned their homes for decades and are now selling that home.  Adam will talk about issues specific to this growing population.  

Ellen and Janis will talk about the market for first time home buyers and trade up buyers.

Attorney Suzanne Sayward will round out the panel and will speak to some of the tax aspects of selling property and what sellers who own their real estate in trust need to know. 

In addition to hearing from our panel, attendees will have the opportunity to ask questions. 

Join us virtually for this presentation on Thursday, July 22, 2021 from 6:00 pm to 7:30 pm.  

Contact Victoria Ung at 781/461-1020 or ung@ssbllc.com to reserve a spot for you and a friend.   

The program is free but registration is required.  

Suzanne R. Sayward

Maria C. Baler

Abigail V. Poole  

Francis R. Mulé

Smart Counsel Webinar Invite – Estate Planning and Elder Law 101

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Have you ever wondered…?

Whether you should have an irrevocable Trust?
If you should put your house in your children’s names?
What probate is all about and why everyone wants to avoid it?
Whether you need to worry about estate taxes?
How much you can gift to your children and the implications of doing so?

If you said ‘Yes’ to any of these questions, then join us virtually for our next Smart Counsel presentation on Thursday, April 22, 2021 from 6:00 pm to 7:30 pm when Attorneys Suzanne Sayward and Maria Baler will answer these and other questions about estate planning, elder law, and probate. This will be an interactive webinar – we’ll ask you some questions and you can ask us some questions. Since we’re all staying home, you will have to supply your own wine and cheese, but we’ll supply the answers and hopefully, have a bit of fun at the same time!

Contact Victoria Ung at 781/461-1020 or ung@ssbllc.com to reserve a spot for you and a friend.

The program is free but space is limited so don’t delay!

Suzanne R. Sayward
Maria C. Baler
Abigail V. Poole
Francis R. Mulé

Wills • Trusts • Elder Law • Long-Term Care Planning • Estates

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