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Smart Counsel Series – Save the date

Save the date for the next presentation in our Smart Counsel Series on Thursday, September 20, 2018 from 6:00 pm to 7:30 pm at our office at 858 Washington Street, Dedham, Massachusetts, for our program, What the Heck is Probate and Why Does Everyone Want to Avoid it?  Check back to this space for more details on this informative program that you won’t want to miss!

Wine, cheese and other light refreshments will be served.

Springtime Speaking Events—“Rightsizing” 

In May, Attorney Greenfield and colleagues Adam Shamus of Keller Williams, Judy Dovev of Elder Life Directions and Amy Roberts of Out of the Box Moves, presented at our most recent Smart Counsel event on the benefits of “Rightsizing” for seniors.  The program covered the various aspects of selling your home and selecting an ideal senior living situation that works for you financially, socially and demographically.

January Smart Counsel Series

Samuel, Sayward & Baler LLC presented its most recent 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.