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December 2019

Hitching The Estate Plan Wagon To The Right Horse: Who Should Be The Trustee? – NPEPC Breakfast Round Table Discussion

December 10, 2019 @ 8:30 am - 10:00 am
50 Braintree Hill Office Park, 50 Braintree Hill Office Park
Braintree, MA 02184 United States
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Attorney Suzanne Sayward and Maria Baler will be attending the Norfolk & Plymouth Estate and Business Planning Council event, Hitching The Estate Plan Wagon To The Right Horse. Who Should Be The Trustee? This session will focus on how advisors can best counsel their clients on naming the appropriate trustee. We will discuss the various options available along with the pros and cons of each type of fiduciary. The impact of the decision in the Bank of America, N.A., Trustee…

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March 2020

Navigating Eldercare Without Losing Your Sanity

March 10, 2020 @ 7:00 pm - 8:30 pm
Dedham Public Library – Endicott Branch, 257 Mount Vernon Street
Dedham, MA 02026
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Do you worry about your parents? Is their home or their health becoming too much to manage? This panel of experts will help advise you. Attorney Maria Baler will be speaking at this event.    

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September 2020

Smart Counsel Virtual Seminar – What You Should Know About Medicare

September 24, 2020 @ 6:00 pm - 7:30 pm

To our Clients and Friends: Join us for the next Zoom webinar in our Smart Counsel Series on Thursday, September 24, 2020, from 6:00 pm to 7:30 pm, to learn What You Should Know About Medicare. Whether you're already on Medicare or approaching age 65, it can be overwhelming to navigate all the options and select the right ones. We are excited to be joined by Camille Barron from Healthassist, who will unravel the complexities and provide a simplified framework…

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November 2020

SSB Office Open for Veteran’s Day

November 3, 2020 @ 8:00 am - 5:00 pm
Samuel Sayward & Baler

Our office will be open on Wednesday November 11th.

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SSB Office Closed for Thanksgiving

November 26, 2020 @ 8:00 am - November 27, 2020 @ 5:00 pm
Samuel Sayward & Baler

Our office will be closed on Thursday November 26, and Friday November 27th.

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December 2020

SSB Closed for Christmas

December 23, 2020 @ 12:00 pm - December 25, 2020 @ 5:00 pm
Samuel Sayward & Baler

The offices will be closed on the afternoon of December 23rd and Christmas Eve.

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January 2021

SSB Closed for New Year’s Day

January 1 @ 8:00 am - 5:00 pm
Samuel Sayward & Baler

The office will be closed on New Year's Day.

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Smart Counsel Series Webinar (Virtual)

January 21 @ 6:00 pm - 7:30 pm
Zoom

 To our Clients and Friends: Do you have children that are planning to go to college in the next year or two? Do you want to help your child find the best college for them? Are you worried about having everything in place for them when they leave home for the first time? If you answer yes to any of these questions, then please join us for the next Zoom webinar in our Smart Counsel Series on Thursday, January…

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June 2021

Join us for our Estate Planning 101 Facebook Live Event!

June 7 @ 6:30 pm - 7:30 pm
Zoom
Free
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July 2021

Smart Counsel Webinar – Hot Summer, Hot Market, What Home Sellers and Buyers Need to Know

July 22 @ 6:00 pm - 7:30 pm
Zoom

 Welcome to summer 2021 where the weather is hot and the real estate market is even hotter!  Join us for our next Smart Counsel webinar where local realtors Adam Hayes of Milestones Realty and Ellen Grubert and Janis Lippman of the EllenandJanisteam/Compass will share their expertise on this very active real estate market, offer tips for sellers and buyers, and talk about what you can expect if you venture into the fray.   Adam and his team have a particular…

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Wills • Trusts • Elder Law • Long-Term Care Planning • Estates