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.
Videos
Light at the End of the Massachusetts Estate Tax Tunnel?
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.
Green Burials and Estate Planning
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.
Full Webinar – Demystifying the use of Irrevocable Trusts for Long Term Care Planning
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.
Fraud Prevention in the 21st Century What You Need to Know to Keep Your Information Safe
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
Things to Celebrate in 2021
Happy Holidays from Samuel, Sayward & Baler LLC (Please Vote in Our Ugly Sweater Contest!)
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!
Make Your Attorney-in-Fact Your Superhero
Happy Thanksgiving!
All of the SSB staff wish you a Happy Thanksgiving on this week’s episode of our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more call us at 781 461-1020.
Planning for Unique Assets
Attorney Maria Baler discusses Planning for Unique Assets 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.