Attorney Suzanne Sayward discusses Stepped Up Basis, 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.
Videos
Long Term Care Insurance & CCRC’s
Attorney Abigail V. Poole discusses Long Term Care and CCRC’s (Continuing Care Retirement Community), 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.
Selling Your Home When it’s Not in Your Name
Attorney Maria Baler discusses selling your home when it’s not owned in your name, such as if it’s owned by a Trust or if you own a life estate interest in your home, on Smart Counsel for Lunch
Recording of Smart Counsel Series Webinar on College Planning for Young Adults
This week’s video on Smart Counsel for Lunch is a recording of last week’s Smart Counsel Series Webinar on College Planning for Young Adults. Don’t miss this webinar if you have children that are planning to go to college in the next year or two. Learn how to have everything in place for them when they leave home for the first time. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
George Clooney and Gifting
Attorney Suzanne Sayward discusses George Clooney and Gifting and the tax implications, 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.
Happy Holidays from Samuel, Sayward & Baler LLC
The Staff of Samuel, Sayward & Baler LLC with Holiday Wishes on this Episode of Smart Counsel for Lunch
What are Your Burning Questions When it Comes to Estate Planning?
Who Should I Name as a Trustee or Changing a Trustee?
Attorney Abigail V. Poole discusses naming or changing a trustee in your trust, 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.
Happy Thanksgiving from Samuel Sayward & Baler LLC
Fiduciary Compensation
Attorney Suzanne Sayward discusses Fiduciary Compensation. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.