Attorney Megan Bartholomew, discusses Three Healthcare Documents You Shouldn’t Leave Home Without, for our Smart Counsel for Lunch Series.
Good afternoon and welcome to this week’s edition of Smart Counsel for lunch! My name is Megan Bartholomew and I am an associate attorney at the law firm of Samuel, Sayward & Baler, located in Dedham, MA. We concentrate our practice in the areas of estate planning, estate and trust administration, probate, and elder law.
This week, we want to let you know about 3 legal documents you should never leave home without!
- Health Care Proxy: this document appoints your health care agents, who can make medical decisions for you if you become incapacitated. This document does not go into effect until a doctor rules you are incapacitated and unable to make decisions by yourself. This document allows your health care agent to make decisions regarding your care, such as what type of treatment you are receiving and where you should be while receiving that treatment. Generally, you would appoint one person as your primary Health Care Agent and then a back-up person if your primary is unavailable.
- HIPAA: this document allows the individuals named on it to receive medical information about you. This does not make them decision makers, but it does allow them to check with your doctors about medical records or types of care you may be receiving. This document is especially important in times of crisis because physicians cannot release this information to you without this document.
- Living Will: this document expresses your wishes in regards to end-of-life care. This document is non-binding, but it expresses to your health care agent that you do not want extraordinary measures taken to prolong your life if a doctor rules there is no chance of recovery. This document can provide guidance to your Health Care Agent in this difficult decision.
Attorney Suzanne Sayward discusses Establishing Residency in Other States, for this edition of our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Samuel, Sayward & Baler discusses Heirs, Devisees, & Beneficiaries, for our Smart Counsel for Lunch Series. Please watch, and call us at (781) 461-1020 if you have any questions or would like to learn more.
Attorney Abigail Poole discusses Light at the End of the Massachusetts Estate Tax Tunnel?, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Attorney Megan Bartholomew discusses Green Burials for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Attorneys Suzanne Sayward and Frank Mulé present the advantages and disadvantages of using an Irrevocable Trust to protect assets from having to be spent-down on long-term care costs in our most recent Smart Counsel Webinar.
Attorney Megan Bartholomew discusses the most recent Webinar of our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
On this Webinar we were joined by Norfolk County District Attorney Michael Morrissey and Senior Affairs Coordinator Gayle Bellotti, who shared their expertise on fraud prevention, cyber hacking, scams and identity theft. Attorney Maria Baler spoke to the importance of having updated estate plan documents that permit trusted individuals to assist you if necessary, including the ability to access your digital assets.
Full Webinar Link: https://www.youtube.com/watch?v=frN1nuULhpE
PDF of Presentation: https://ssbllc.com/wp-content/uploads/2022/03/SSB-fraud-presentation.pdf
Hello and Welcome to this week’s Holiday Edition of Smart Counsel for Lunch. Today we are going to have a little fun. You may have noticed some ugly sweaters in this video. Please watch and then vote on the ugliest sweater. We want to wish you all a happy holiday and healthy new year!
And don’t forget to vote on the ugliest sweater!