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Smart Counsel Series – Save the date

Please join us on November 29, 2018, for our next Smart Counsel Series presentation, Everything You Wanted To Know About Trusts But Were Afraid To Ask.  We will review the ins and outs of Trusts – the different types of Trusts, why we use them, how Trusts work, and whether you should have one.  Our last Smart Counsel presentation focused on the spooky realities of Probate in Massachusetts. Come find out how you can use a Trust to avoid Probate and save your family a lot of time and aggravation in the process, and maybe save some estate taxes as well.
To reserve your seat early, please call or email Kenzie at 781-461-1020 or kenzie@ssbllc.com.

September Smart Counsel Series

Samuel, Sayward & Baler LLC presented its most recent Smart Counsel program on September 20, 2018, on the often asked question:  What The Heck Is Probate And Why Does Everyone Want To Avoid It?

January Smart Counsel Series

Samuel, Sayward & Baler LLC presented its Smart Counsel program on January 18, 2018, on the often asked question:  Should I Add My Child’s Name to my House? The Pros and Cons of Transferring your Home to your Children.

Attorneys Suzanne Sayward and Maria Baler talked about the factors that need to be considered when making the decision to transfer your home to your children and the advantages and disadvantages of doing so.  Attendees were surprised at the complexities of this seemingly simple decision and agreed that this is not a decision to be taken lightly.  If you are thinking about transferring your home to your children or adding a child’s name to your deed, contact our office to make an appointment with one of our attorneys to discuss the pros and cons of such a transfer before taking action.

September Smart Counsel Series

Our September 14th program featured Steve Samuel, Pam Greenfield and Tobe Gerard CLTC, MBA, MLS, LIA, with a presentation on Long-Term Care Insurance: What is It, Do you Need It and Can you Afford It?  We had a full house at our program and attendees asked questions about what is involved in qualifying for long term care insurance, the various types of policies available, the costs involved in purchasing long term care insurance, and the benefits of owning this type of insurance.