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  • Who Does What, When . . . ? The Role of the Fiduciary

    Join us for the next presentation in our Smart Counsel Series on Thursday, July 25, 2019, from 6:00 pm to 7:30 pm in our office at 858 Washington Street, Dedham, Massachusetts, for our program, Who Does What, When . . . The Role of the Fiduciary. Suzanne Sayward and Maria Baler will be presenting on the role […]

  • Planning Now For Long-Term Care After Incapacity

    What happens if you need long-term health care in a nursing home but you cannot make important financial and health care decisions on your own anymore due to dementia, serious injury or prolonged illness. Join Attorneys Suzanne R. Sayward and Abigail V. Poole on Thursday, October 17th at 1:00 p.m. for a presentation on this […]

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

    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 […]

  • Navigating Eldercare Without Losing Your Sanity

    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.    

  • Smart Counsel Virtual Seminar – What You Should Know About Medicare

    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 […]