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Dear Clients and Friends,
We hope you are enjoying the dog days of summer - spending time with family and friends, and soaking up all the sun and fun that summer has to offer! In this issue of our newsletter you will learn five things that can derail your estate plan, how to plan for retirement now,
as well as
other updates on what's new at SS&B. Also, don't miss "Ask SS&B..." for guidance on
creating an estate plan that provides protection for your child's inheritance from a divorcing spouse and other creditors
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It would be nice if your estate plan could last forever, but chances are it won't! Maria Baler covers five things that can impact your estate plan and what you can do to keep it updated. To that end, be sure to read "When Should I Update My Estate Plan?" for the reference guide of life events impacting when you should review your estate plan.
Steve Samuel shares findings from a recent survey conducted by Brighthouse Financial on steps you can take to plan for retirement now so when the time comes your mind is at peace. Figuring out your expenses, calculating Social Security payments, and creating a financial plan are just some of the areas on which Steve offers guidance.
Keep your eyes peeled for an invitation to the next program in our Smart Counsel Series slated to take place in September at our Dedham office.
As always, we encourage you to send us ideas for future articles. Please feel free to send us email addresses for new subscribers or forward this newsletter to friends and family members.
Steven Joshua Samuel
Suzanne R. Sayward
Maria C. Baler
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By Attorney Maria C. Baler
As we often tell our clients, although you would like your estate plan to last forever, it probably won't. Things change, laws change, family circumstances change, and your estate plan needs to change with it if you want it to continue to accomplish your planning goals. For most people these goals include making sure the right people are making decisions on your behalf and making sure your assets get where you want them to go with a minimum of delays, estate settlement costs and estate taxes to pay.
Here are five things that can derail even the best estate plan.
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By Steven Joshua Samuel JD, MBA, AIF®
If you plan to stop working within 10 years or so, you may be taking steps to prepare or at least be wondering what you should be doing to feel financially secure. A Brighthouse Financial survey recently asked people nearing retirement about their concerns and the issues with which they needed help. Here's what the survey found.
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When Should I Update My Estate Plan?
Clients often ask how often they should review and update their estate plan. Here's a quick reference guide of when you should call us to schedule a time to review your estate plan:
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Ask Samuel, Sayward & Baler LLC
By Attorney Suzanne R. Sayward
My daughter is going through a divorce and a friend told me that in Massachusetts my son-in-law is entitled to information about MY assets in connection with their divorce - can this possibly be true?
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What's New at Samuel, Sayward & Baler LLC
Here's what's been happening at Samuel, Sayward & Baler LLC!
Attorneys Speak at local Senior Centers
Attorney Baler recently participated in Funeral 101 and Funeral 102 seminars at the Westwood Council on Aging with Bob Folsom from Folsom Funeral Service, Brendan Ryan from the Westwood DPW/Westwood Cemetery, and Maryanne Carty from the Town of Westwood Veterans' Affairs department. These seminars provide information to the public on everything you need to know but are afraid to ask about funerals - pre-death preparations, pre-payment, burial, cremation, as well as post-death considerations and next steps.
Attorney Sayward presented on Estate Planning, Trusts and Asset Protection Planning at the Sharon Adult Center. This event was part of the Massachusetts Bar Association's Elder Law Education program.
Attorney Baler and Attorney Greenfield also spoke at the Westwood Council on Aging on the different options available to protect your home from long-term care liability.
Attorney Greenfield now Of Counsel to the Firm
Attorney Pamela Greenfield became Of Counsel to the firm as of July 1, 2018. She continues to advise the firm's clients about long-term care matters at our offices in Dedham. If you or a family member needs care and would like to discuss how to obtain and pay for that care, or is facing the prospect of long-term nursing home care, don't go it alone! Call us at 781/461-1020 to schedule a meeting with Attorney Greenfield.
Smart Counsel Presentations
In May, Attorney Greenfield and colleagues Adam Shamus of Keller Williams, Judy Dovev of Elder Life Directions and Amy Roberts of Out of the Box Moves, presented at our most recent Smart Counsel event on the benefits of "Rightsizing" for seniors. The program covered the various aspects of selling your home and selecting an ideal senior living situation that works for you financially, socially and demographically.
Stay tuned for announcements regarding our next Smart Counsel event scheduled for September 20, 2018!
Red Sox Outing
Everyone at Samuel, Sayward & Baler LLC and Samuel Financial enjoyed an evening at Fenway Park to watch the Red Sox take on the Baltimore Orioles. Although the Sox fell to the Orioles that night, a good time was had by all!
These articles are not intended to provide legal advice or create or imply an attorney-client relationship. No information contained herein is a substitute for a personal consultation with an attorney
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Samuel, Sayward & Baler LLC, 858 Washington Street, Suite 202, Dedham, Massachusetts
781-461-1020
www.ssbllc.com
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