Springtime Speaking Events—“Rightsizing”
Attorney Greenfield joins fellow colleagues, Adam Shamus, of Keller Williams, Judy Dovev, of Elder Life Directions and Amy Roberts, of Out of the Box Moves, to discuss the benefits of “Rightsizing” for seniors. The program will cover the various aspects of selling your home and selecting an ideal senior living situation that works for you financially, socially and demographically. The program will be presented at three different locations this Spring:
April 24th at 5:30 pm at Avita of Needham, 880 Greendale Ave, Needham, MA 02492
May 11th at 1:00 pm at the Needham Council on Aging Center at the Heights, 300 Hillside Avenue, Needham, MA 02494
June 8th at 2:00 pm at the Newton Senior Center, 345 Walnut St, Newton, MA 02460
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.