Update on Credit Shelter Trusts
5 Reasons to Engage an Elder Law Attorney
The Do’s and Don’ts of Serving as a Trustee
Updates to the Massachusetts Homestead Law
Five Ways to Make It Easier For Your Family After You Pass Away
Don’t Get Fooled by Estate Planning Pitfalls this April Fool’s Day!
Funeral Planning, Green Burials and Organ Donation
Luck (o’ the Irish) is Not a Reliable Estate Planning Technique
The Slayer Rule
Five Tips for Digital Assets and Estate Planning
Estate Planning Drama and Challenges
Smart Counsel Funeral Planning
Five Ways Matters of the Heart Intersect with Estate Planning
Don’t Miss Our January 2023 Newsletter
Why Are Wills Worthwhile?
Funeral and Burial Instructions
The Twelve Days of Holiday Estate Planning
Our Holiday Message
Five Things on an Estate Planner’s Holiday Wish List
Irrevocable Trusts & Gifting
Happy Thanksgiving from Samuel Sayward & Baler LLC
The Millionaires Tax Comes to Massachusetts
Reverse Mortgage Webinar
Powers of Attorney Trends
5 Topics To Discuss Around the Thanksgiving Table
Our Fall Newsletter
(Halloween) Trick of the Trade: Accessing a Decedent’s Bank Account Without Probate
Tips and Tricks to Make Estate Planning Less Spooky This Halloween Season
Five Family Situations that Merit Special Planning
Life Estates
Three Healthcare Documents You Shouldn’t Leave Home Without
Five Life Events That Merit a Review and Update of your Estate Plan
Establishing Residency in Other States
As the Massachusetts Estate Tax Turns
Don’t Miss Our College Document Bootcamp Webinar on August 11th @ 6:30 pm
Don’t Miss Our July 2022 Newsletter
Five Situations Where Formal Probate May Be Necessary
Five Situations Where Formal Probate May Be Necessary
Transferring Title for a Vehicle After Someone has Passed Away
Pay Attention to Your Deed
Attorney Megan Bartholomew discusses Green Burials for our Smart Counsel for Lunch Series.
Full Webinar – Demystifying the use of Irrevocable Trusts for Long Term Care Planning
Is a Voluntary Probate Right for You?
Top 5 Reasons to Create an Estate Plan During National Elder Law Month
Our April Newsletter
A Trap for the Unwary: Gifting and Long-term Care Medicaid Benefits
Five Reasons to Consider a Prenuptial Agreement
Fraud Prevention in the 21st Century What You Need to Know to Keep Your Information Safe
Trust Funding
A Q&A on the Massachusetts Homestead Law
Five Ways to Take Care of Your Pets in Your Estate Plan
How To Choose A Fiduciary When There Is No Obvious Choice
Five Reminders of Things to Do this Groundhog Day
Smart Counsel Webinar Fraud Prevention in the 21st Century What You Need to Know to Keep Your Information Safe
Ugly Sweater Contest Results and Probate Court Delays
5 Frogs to Eat in 2022
Things to Celebrate in 2021
Happy Holidays from Samuel, Sayward & Baler LLC (Please Vote in Our Ugly Sweater Contest!)
Congratulations to Our Amazing Associates
Make Your Attorney-in-Fact Your Superhero
Happy Thanksgiving!
Don’t Settle for ‘Just Any’ Estate Plan
Planning for Unique Assets
Five Situations Where an Estate Is Ripe for Catastrophe
Our October 2021 Newsletter
What Is Supported Decision-Making?
Estate Planning and Life Insurance – 5 Ways they Work Together
What is a Life-Sustaining Treatment Order?
The Importance of Planning for Incapacity
Providing For Your Pet’s Future Without You
Medicaid (MassHealth) Estate Recovery Recent Updates
Five Thoughts About Planning for your Vacation Home
Smart Counsel Webinar – Hot Summer, Hot Market, What Home Sellers and Buyers Need to Know
Weddings, Babies and Houses!
What Are Five Duties of a Probate Estate’s Personal Representative?
Make Updating your Estate Plan a Priority
May is National Elder Law Month & Upcoming Speaking Events
Five Proposed Changes to the Estate and Gift Tax Laws
What are the tax implications for the sale of your primary residence?
Smart Counsel Webinar Invite – Estate Planning and Elder Law 101
Directives as to Remains
Stepped Up Basis
5 Ways to Avoid Probate Court
Long Term Care Insurance & CCRC’s
The Importance of Letters of Intent
Selling Your Home When it’s Not in Your Name
5 Types of Trusts – How to know which Trust is Right for You
Who Do You Want to See on Smart Counsel for Lunch?
How Do I Make Sure My Bills Get Paid if I Become Incapacitated?
Recording of Smart Counsel Series Webinar on College Planning for Young Adults
What Happens After the Death of a Person Who Received Medicaid Benefits?
George Clooney and Gifting
Five COVID-Inspired Estate Planning Resolutions
The Staff of Samuel, Sayward & Baler LLC with Holiday Wishes on this Episode of Smart Counsel for Lunch
What are Your Burning Questions When it Comes to Estate Planning?
5 Ways to Leave a Legacy (but not the Good Kind)
Who Should I Name as a Trustee or Changing a Trustee?
Happy Thanksgiving
Fiduciary Compensation
Thirteen Estate Planning Terms You Need to Know
Five Things to Know about Unclaimed Property, You and Your Estate
To Gift or to Loan?
Smart Counsel Virtual Seminar – What You Should Know About Medicare
Five Estate Planning Steps to Prioritize Now
Hitting “Pause” on Creditors’ Claims Against Massachusetts Estates
Refinancing When Your House is in a Trust
Estate Planning for Digital Assets
Smart Counsel Webinar Preview – What You Should Know About Medicare
Attorney Referrals
5 Ways in Which the Best Laid (Estate) Plans Can Go Awry
Powers of Attorney and Escrow Agreements
In Office Meeting Procedures
Too Much Togetherness: Divorce and Estate Planning in the Time of COVID-19
What’s the difference between a Will and a Trust?
The difference between an Irrevocable Trust and a Revocable Trust
Life Estates
Beware of Deed Scams
Owners Title Insurance
The Importance of a Health Care Proxy
Trust Funding
Status of MA probate courts and ROD
The Importance of HIPAA Authorization
Avoiding Probate
Understanding the curbside signing process
Young adults and the Power of Attorney and Health Care Proxy
Advance Directives, Living Wills and MOLSTs
The Impact of the SECURE Act and the CARES Act on retirement accounts
Scheduling Your Appointment
Welcome to our Smart Counsel for Lunch Series