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January Smart Counsel Series

To our Clients and Friends:

Join us for the next presentation in our Smart Counsel Series on Thursday, January 18, 2018, from 10:00 am to 11:30 am at our office at 858 Washington Street, Dedham, Massachusetts, for our program, Should I Add My Child’s Name to my House? The Pros and Cons of Transferring your Home to your Children.

Clients often ask us about adding their children’s names to their homes for the purpose of protecting the property from a forced spend down or a Medicaid lien in the event they need long-term care.  However, the decision to make someone an owner of your home is significant and requires careful consideration.  Adding someone’s name to the title to your home may have tax and creditor consequences, may limit your ability to control the disposition of the property or to borrow against the property and is not a decision to be made without a thorough review of the possible outcomes.

Attorneys Suzanne Sayward and Maria Baler will talk about the things you should consider, and the advantages and disadvantages of adding one or more of your children’s names to the ownership of your home.

Coffee, juice and light refreshments will be served.  Contact Kenzie Sayward at 781/461-1020 or to reserve a spot for you and a friend.  In case of inclement weather on January 18th, the program will be held on January 25, 2018.

The program is free but space is limited so don’t delay!

Suzanne R. Sayward

Maria C. Baler

Pamela Greenfield

Abigail Poole

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.