What happens if you do not have an estate plan in place? In this Smart Counsel for Lunch, Attorney Sean Downing of Samuel, Sayward & Baler LLC discusses why estate planning matters, what can happen when important documents are missing, and how having a plan can help protect you and your loved ones. For those who want to learn more about how estate planning applies to today’s families, Sean is also hosting an upcoming program, Estate Planning for Nontraditional Families. Learn more and register here: https://ssbllc.com/event/estate-planning-for-nontraditional-families/
Videos
One Mom’s Guide to Estate Planning: What Every Parent Should Know – Upcoming Seminar May 12th at 6PM
Join Attorney Brittany Hinojosa Citron for an important conversation on estate planning for parents. This seminar covers what every parent should know about guardianship, protecting a child’s inheritance, and planning for the unexpected at every stage of family life.
This free event will take place on Tuesday, May 12, 2026, from 6:00 PM to 7:00 PM at Samuel, Sayward & Baler LLC, 858 Washington Street, Suite 202, Dedham, MA 02026.
Sign up required below:
AI & Estate Planning: What You Should Know
As artificial intelligence becomes a bigger part of everyday life, it is important to understand how it may affect planning, decision-making, privacy, and the future of your estate plan.
Watch now to learn what you should know, and contact Samuel, Sayward & Baler, LLC to discuss your estate planning needs.
Smart Counsel Interview: Christina Pavlina, Co-Founder and Executive Director of Jane Does Well
In this episode of Smart Counsel for Lunch, Attorney Leah Kofos sits down with Christina Pavlina, Co-Founder and Executive Director of Jane Does Well, a nonprofit organization providing divorce care, support, and educational programs for single women and mothers.
They discuss the importance of community, support, and practical resources for women navigating divorce and major life transitions.
To learn more about Jane Does Well or get involved, visit: https://www.janedoeswell.org
Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Why You Should Think Twice Before Naming a Minor Child as Beneficiary
This week on Smart Counsel for Lunch, Attorney Sean Downing breaks down why naming a minor child as a beneficiary on an account may not be the best approach and what to keep in mind when planning ahead.
To learn more, contact us or call us at 781-461-1020.
Do Fundraised Assets Belong to the Estate?
Can money raised on GoFundMe become part of someone’s estate? Attorney Brittany Citron breaks down how fundraised assets may be treated in estate planning, what families should know, and why proper planning matters. If you’re organizing a fundraiser or thinking ahead for loved ones, this is an important conversation to have.
Smart Counsel Interview: Jolie Loetz on Blood Cancer United and Making an Impact
Attorney Leah Kofos sits down with Jolie Loetz for a quick conversation about her campaign with Blood Cancer United and why this cause is so personal and urgent.
If you’re able, please consider supporting Jolie’s fundraising page here: https://pages.lls.org/svoy/ma/svoyboston26/jloetz
The Income Tax Differences Between Revocable and Irrevocable Trusts
On this week’s Smart Counsel for Lunch series, Attorney Brittany Hinojosa Citron explains the income tax differences between revocable and irrevocable trusts. If you have any questions or want to learn more, please call us at 781-461-1020
Heir vs. Beneficiary: What’s the Difference?
On this week’s Smart Counsel for Lunch series, Attorney Brittany Hinojosa Citron explains the difference between an heir and a beneficiary. If you have any questions or want to learn more, please call us at 781-461-1020.
A Trap for the Unwary: RMD for 2025
Attorney Brittany Hinojosa Citron Discusses A Trap for the Unwary: RMD for 2025, for this week’s Smart Counsel for Lunch. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.