SSB LLC | Samuel, Sayward, & Baler LLC | Dedham, MA lawyers

Upcoming Smart Counsel Series Webinar The Nuts and Bolts of Reverse Mortgages and When to Use Them
2022-09-15 18:00 - 19:00 (America/New_York) | Zoom
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To our Clients and Friends:
Please join us for the next presentation in our Smart Counsel Series on Thursday, September 15, 2022, from 6:00 p.m. to 7:00 p.m. virtually via Zoom.
Learn about reverse mortgages and when they may be beneficial in connection with long-term care planning by joining us for this program, The Nuts and Bolts of Reverse Mortgages and When to Use Them.
Reverse Mortgage (HECM) Loan Specialist Stephen R. Pepe, JD, of Reverse Mortgage Funding LLC and Attorney Abigail V. Poole will discuss the basics of reverse mortgages and when they may be a good option to protect assets from being spent-down on long-term care costs. Attendees will have an opportunity to ask questions.
Contact Holly Hayes at 781/461-1020 or hayes@ssbllc.com to reserve a spot for you and a friend.
Suzanne R. Sayward
Maria C. Baler
Abigail V. Poole
Megan L. Bartholomew

Smart Counsel Series Exploring Community Resources
2023-09-14 18:00 - 19:30 | Zoom
To our Clients and Friends:
Please join us for the next presentation in our Smart Counsel Series on Thursday, September 14, 2023, from 6:00 p.m. to 7:30 p.m. virtually via Zoom, hosted by Attorney Maria Baler who will moderate a panel on community resources.
Our local cities and towns and regional organizations offer a wealth of programs, resources, and assistance to residents. These include educational, wellness and social programs, home care services, caregiver support, Medicare counseling, assistance with money management, and providing veterans with assistance to gain access to health care and financial benefits that may be available to them. Many residents are not aware of the availability of these resources until they are in need. Join us to explore these resources in detail and learn more about what is available and how they can be accessed.
We are delighted to be joined for this discussion by three individuals who assist local residents every day:
Lina Arena-DeRosa, the Director of the Westwood Council on Aging,
Sheryl Leary, the Director of Planning and Community Development for HESSCO (the Aging Services Access Point (ASAP) and Area Agency on Aging (AAA) for Southern Norfolk County, and
TJ Tedeschi, U.S. Marine Corps (Ret.), the Veteran Service Officer (VSO) for the West Suburban Veterans District which encompasses the Towns of Needham, Wayland, Wellesley, Weston and Westwood.
Please join us to learn more about the valuable resources and assistance available to you at the local level.
Contact Kenzie Sayward at 781/461-1020 or kenzie@ssbllc.com to reserve a spot for you and a friend.
Suzanne R. Sayward
Maria C. Baler
Abigail V. Poole
Brittany Hinojosa Citron
Megan L. Bartholomew

Family First Estate Planning
2025-02-13 18:00 - 20:00 | Dedham Library, 43 Church Street, Dedham, MA, 02026
Please register here: https://events.dedhamlibrary.com/event/12822905.

The Pitfalls of Probate hosted by Attorneys Brittany Hinojosa Citron and Leah Kofos
2025-10-02 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
Join us for an exclusive seminar on the Pitfalls of Probate hosted by Attorneys Brittany Hinojosa Citron and Leah Kofos right here in the office at SSB. Learn what probate really means, how it works, and what you can do to prepare.
October 2, 2025 6:00 pm Samuel, Sayward & Baler, 858 Washington Street, Suite 202, Dedham, MA
Seats are limited – sign up today! Register here. #ProbatePlanning #EstateLaw #FinancialLiteracy

Estate Planning for Young Families
2025-11-06 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
Learn about probate, guardians, and what you can do to prepare.

📢 Join us for an exclusive seminar about Estate Planning for Young Families hosted by Attorney Leah Kofos right here in the office at SSB. Learn about probate, guardians, and what you can do to prepare. ✨
📅 November 6, 2025 🕓 6:00 pm📍 Samuel, Sayward & Baler, 858 Washington Street, Suite 202, Dedham, MA
Seats are limited – sign up today!

Planning for Incapacity Protecting Your Future & ﻿﻿Preserving Your Assets
2026-01-27 17:30 - 19:30 | Bridges by EPOCH at Westwood, 140 University Ave, Westwood, MA, 02090, United States
Life is unpredictable, and having a comprehensive plan in place is the most effective way to protect yourself and your loved ones. Join us for a dinner and informative presentation exploring the essential legal steps necessary to navigate potential incapacity. We will discuss how to address personal and legal challenges, strategies for asset preservation, and the importance of having a plan that ensures your wishes are honored.
Limited space. Kindly RSVP to Senior Advisor Taylor Burns.
781.251.6630 | tburns@bridgesbyepoch.com

Spring Forward into Action: Estate Planning Basics
2026-03-10 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
Spring is the perfect time to get your affairs in order. This seminar covers the essential building blocks of an estate plan, including Wills, Trusts, guardianship, and incapacity documents like Health Care Proxies and Powers of Attorney. Learn why estate planning isn’t just for the wealthy – and how taking action now can save your family stress, time, and expense later.
Please register for the free event here.

Not Dead Yet: Learning About Death and Taxes
2026-04-14 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
You’re not dead yet – and that’s exactly why now is the best time to plan. Join us for a seminar that explores how thoughtful planning today can help reduce taxes, protect your assets, and make future decisions easier for you and your loved ones. We’ll discuss probate (and how to avoid it) as well as how estate taxes can impact your assets and your family. Join us as we examine practical strategies to minimize taxes and preserve more of what you’ve worked so hard to build – rather than waiting for a crisis to plan.
Please register for the free event here.

Estate Planning for Aging Parents Seminar
2026-04-21 15:30 - 17:00 | Charter Senior Living, 391 Common Street, Dedham, MA, 02026, United States
Join Samuel, Sayward & Baler, LLC and Attorney Leah Kofos, Esq. on April 21, 2026 for an informative seminar on estate planning for aging parents. This event will cover important topics including planning for future incapacity, understanding probate and how to avoid it, and the differences between wills and trusts. Guests are invited to enjoy appetizers at 3:30 PM, followed by the seminar from 4:00 to 5:00 PM at Charter Senior Living of Dedham, 391 Common Street, Dedham, MA 02026. Please RSVP by April 18 by calling 781-407-7711 or emailing marketing1@charterofdedham.com.

One Mom’s Guide to Estate Planning: What Every Parent Should Know
2026-05-12 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
Being a parent means planning for the unexpected. Join us for a seminar focused on the unique estate planning concerns of parents, including guardianship decisions, protecting children’s inheritances, and planning for different stages of family life. Walk away with clarity and confidence about how to safeguard your children’s future.
Please register for the free event here.

Estate Planning for Nontraditional Families
2026-06-09 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
Estate planning is not one-size-fits-all. This seminar addresses the challenges and opportunities faced by nontraditional families, including unmarried couples, LGBTQ+ couples, single parents, and blended families. Learn how proper planning can ensure your wishes are honored and the people you care about are protected.
Please register for the free event here.

Trustee Workshop: Learning What It Means to Be a Trustee
2026-07-14 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
Have you been named as a Trustee? Join us at Samuel, Sayward & Baler (858 Washington Street, Suite 202, Dedham, MA) for a free seminar that demystifies this role as we address what it means to serve as a Trustee and the responsibilities that come with it. Learn the key steps to take, how to avoid common pitfalls, and how to confidently manage trust assets in the best interests of the beneficiaries. Please RSVP by July 7th by clicking here to register.

August Advantage: Getting the Jump on Estate Planning Basics
2026-08-11 18:00 - 19:00 | Samuel Sayward & Baler, 858 Washington Street, Suite 202, Dedham,, MA, 02026, United States
End the summer with every advantage to protect your family! Join us at Samuel, Sayward & Baler (858 Washington Street, Suite 202, Dedham, MA) for a free seminar that addresses the essential building blocks of a solid estate plan, including wills, trusts, guardianship, health care proxies, and powers of attorney. You’ll walk away with a clear understanding of how these tools work together to protect you and your loved ones, and what steps to take to put a plan in place. Please RSVP by August 4th by clicking here to register.
