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Samuel, Sayward & Baler LLC
Добавлен 7 фев 2020
At Samuel, Sayward & Baler LLC, we help our clients plan to accomplish their goals, through all of life’s twists and turns, by providing comprehensive, customized legal advice in the areas of estate planning, elder law, and estate and trust administration.
Estate Planning and Gratitude
A Season of Giving: Estate Planning as an Act of Gratitude
As we approach Thanksgiving and the holiday season, many of us take the time to reflect on the people, experiences, and resources that enrich our lives. This time of year, with its emphasis on family, gratitude, and generosity, offers a unique opportunity to think about estate planning and consider how we can give back and provide for our loved ones in meaningful ways.
During these times of connection, we’re reminded of the values we wish to pass on to future generations. Estate planning becomes an extension of this season, as it provides a pathway to solidify and communicate your values, all while protecting your family’s future.
Th...
As we approach Thanksgiving and the holiday season, many of us take the time to reflect on the people, experiences, and resources that enrich our lives. This time of year, with its emphasis on family, gratitude, and generosity, offers a unique opportunity to think about estate planning and consider how we can give back and provide for our loved ones in meaningful ways.
During these times of connection, we’re reminded of the values we wish to pass on to future generations. Estate planning becomes an extension of this season, as it provides a pathway to solidify and communicate your values, all while protecting your family’s future.
Th...
Просмотров: 136
Видео
To Serve or Not to Serve
Просмотров 17121 день назад
Attorney Suzanne Sayward discusses To Serve or Not to Serve, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Five Things Your Family Will Be Thankful For
Просмотров 6421 день назад
By Attorney Maria C. Baler One of the first things I want to know when I meet a new estate planning client is: What are your planning goals? What are you trying to accomplish by seeing me? Depending on their circumstances, clients may want to avoid probate, save estate taxes when they die, make sure their assets will be protected if they require long-term care at the end of their life, or all o...
What's New at Samuel, Sayward & Baler LLC - Don't Miss Our October 2024 Newsletter
Просмотров 117Месяц назад
Attorney Suzanne Sayward discusses our fall Newsletter, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020. Please find the newsletter here: ssbllc.com/whats-new-at-samuel-sayward-baler-llc-dont-miss-our-october-2024-newsletter/
Happy National Estate Planning Awareness Week!
Просмотров 383Месяц назад
Happy National Estate Planning Awareness Week! Watch this week’s video to hear about all the ways SSB raises awareness about the importance of estate planning.
What is an ILIT?
Просмотров 78Месяц назад
Attorney Maria Baler discusses ILIT Trusts, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020. By Attorney Maria C. Baler Under federal law your estate will not pay an estate tax when you die unless the assets you own at the time of your death (your so-called “taxable estate”) are valued at more than $13.6 mil...
The Estate Plan Puzzle
Просмотров 198Месяц назад
Attorney Abigail Poole discusses the Estate Plan Puzzle (and the pieces that make up your estate plan) for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
5 Ways to Own Your Home: Understanding Different Types of Property Ownership
Просмотров 952 месяца назад
By: Brittany Hinojosa Citron Buying a home is one of the most significant investments many of us will ever make, and a home is usually our biggest asset. You’re probably already thinking about Halloween decorations and turning your new property into the spookiest one on the block (hopefully you didn’t buy a haunted house!). Before you get carried away, it’s important to understand the different...
Attorney Barbara Nason Smart Counsel Interview on Prenuptial Agreements, Divorce and Estate Planning
Просмотров 1042 месяца назад
Attorney Maria Baler’s Smart Counsel Interview with Attorney Barbara Nason. The interview covers the intersection of Family Law and Estate Planning, including a discussion of the importance of pre-nuptial agreements for both first and second marriages, when you can update your estate plan during or after a divorce, and the importance of making sure your estate plan coordinates with your pre-nup...
Testamentary Trusts
Просмотров 1122 месяца назад
Testamentary Trusts offer a unique benefit in long-term care planning by safeguarding assets for your spouse’s Medicaid eligibility. Testamentary Trusts may be the one solution where it may be possible to have your cake and eat it too in the world of long-term care planning. Read more at ssbllc.com/testamentary-trusts-explained/
Living Wills and End of Life Care
Просмотров 1962 месяца назад
Many people want a Living Will because they want their family to know that they don’t want to be kept alive if they are in a vegetative state. But what if you know what’s going on around you? Does that change your outlook on life-sustaining treatment? Or not?”
Five Ways that a Trust Beats a Will
Просмотров 6502 месяца назад
By Attorney Suzanne R. Sayward In my estate planning practice, I advise my clients about the different documents that make up an estate plan, including Wills and Trusts. Both Wills and Trusts are used to pass assets on to beneficiaries at death. However, there are distinct advantages to using a Trust over a Will. Here are five ways in which a Trust beats a Will. A Trust can be used to Avoid Pro...
Estate Planning Hurdles
Просмотров 2253 месяца назад
Attorney Leah Kofos discusses, Estate Planning Hurdles, for our Smart Counsel for Lunch Series. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Estate Planning on a Different Court
Просмотров 913 месяца назад
By Attorney Maria C. Baler It is not often that sports and estate planning intersect, but two of my favorite things did so recently when the New York Times (and many other sources) reported that the Grousbeck family, the controlling owner of Boston Basketball Partners LLC which owns a majority interest in the Celtics, announced that it has decided to sell the basketball team. The Celtics’ state...
Why Your Children and Relatives Need an Estate Plan
Просмотров 1153 месяца назад
Attorney Brittany Hinojosa Citron discusses Why Your Children and Relatives Need an Estate Plan. Please watch and if you have any questions or want to learn more please call us at 781 461-1020.
Dog Days of Summer: Caring for Your Pets with Your Estate Plan
Просмотров 703 месяца назад
Dog Days of Summer: Caring for Your Pets with Your Estate Plan
What's New at Samuel, Sayward & Baler LLC - Don't Miss Our July 2024 Newsletter
Просмотров 904 месяца назад
What's New at Samuel, Sayward & Baler LLC - Don't Miss Our July 2024 Newsletter
How a Marriage or Divorce Can Affect Your Estate Plan
Просмотров 874 месяца назад
How a Marriage or Divorce Can Affect Your Estate Plan
Is maintaining harmony among your children important to you?
Просмотров 1164 месяца назад
Is maintaining harmony among your children important to you?
Five Ways to Maintain Your Independence As You Age
Просмотров 1455 месяцев назад
Five Ways to Maintain Your Independence As You Age
Is a Medicaid Compliant Annuity a Good Fit for You?
Просмотров 1995 месяцев назад
Is a Medicaid Compliant Annuity a Good Fit for You?
Talking to Your Parents about Estate Planning
Просмотров 1655 месяцев назад
Talking to Your Parents about Estate Planning
From Summer Fling to Forever: 5 Estate Planning Considerations for Couples
Просмотров 695 месяцев назад
From Summer Fling to Forever: 5 Estate Planning Considerations for Couples
An Overview of Our Estate Planning Process
Просмотров 4936 месяцев назад
An Overview of Our Estate Planning Process
Health Care Proxy & Living Wills in Massachusetts
Просмотров 2126 месяцев назад
Health Care Proxy & Living Wills in Massachusetts
5 Things your Mom would Tell you if your Mom was an Estate Planning Attorney
Просмотров 1936 месяцев назад
5 Things your Mom would Tell you if your Mom was an Estate Planning Attorney
Thanks for info 👍
Thanks for info 👍
no plan no move etate group with exgreg with kids against him more money we want exgreg poor like richest no against me no pay back yet no suppory t exself fish ok no support for makret ,busiusse no me many lost money sad cant no more bad mad vistim 😢
I like this information and must move forward with learning to protect my assets, stocks, and appoint my wife as my beneficiary and estate planning guardian. I look forward to going to the law firm's website and attend a future seminar.
I believe you forgot to include the link to the referenced article.
As the grantor, grantee & trustee, can another beneficiary be added? And can one use money in the trust as a normal savings account if needed to?
Hey Ms. Baler, regarding a trust.. (can one just add the would be beneficiary as a joint account holder to say ones own savings /checking account.. to avoid being taxed as well and have immediate access to those monies, if one passed away.)....???? I do understand now.. The trust allows one to get public benefits.. if needed. Thanks for explaining that.
„9)😢$
Thanks for the video. Can I still get tax benefit on the interest paid by me for the mortgage on the home owned by my Revocable Living Trust?
Fascinating information; wow! Thanks Brittany for sharing this high value research that has applicability for our families.
Excellent information, nothing like dealing with a true professional...our attorney took us thru court although we have Family trust...
Should you just gift 100k to each of the 5 kids and file 709 or set up Irrevocable trust? Both have the 5 year medicaid look back but gifting has no trustee paperwork or taxes.
Revocable Trust will benefit me and my daughter if correct.
Great information...What happens if the home is gifted to a beneficiary?
With millions of Jobs in Justice for Allied Legal Professionals protecting Grantors when we're vulnerable and Grantees Legacies when we're not around.
No thank you these are too easy to forge and steal everything we own, Contact us when you're NICER approved to install and services their 33-year reformed Forgery Proof Latin Law Permission Ledger Arbiter Interdiction Trust complete administration.
Abolish cap gains tax! It’s a scam
Best marriage advice ever : DON'T get hitched
Mmom had a will with my father Ricky Norman 12y
Good video. If a spouse owns the home all by themselves (including on deed) and then does a Will giving it to a cousin or friend, does anything in the Homestead Law say the surviving spouse or children to 21 get it. I know they are protected against creditors, but do they get to own or use the house if the owner didn't Will it to them? I am excluding whether the Elective Share law may let spouse use the real estate. So, does spouse or children ALWAYS get to use the Homestead????? In Mass. Mass law is confusing .
Cool earrings!
Would the mortgage be changed to the name of the trust and will it still report on my credit? If I file bankruptcy, would that affect my mortgage if it's in the trust?
63 yo, childless F, just got married, and want to know if the revocable living trust is appropriate for me to protect my house from stepchildren. Spouse wants to live in the house until he dies.
Your Trust is only as good as the easy to forge Plain English Lawyer's Estate Plan that cost our family 50% in Billable Litigation Hours, hire a NICER approved Legalese Administration Lawyer and their team of Allied Legal Professionals who deliver services instead of easy to forge estate plans.
Ask a professional about making your heirs the trustees. This might not let him live in the house until he dies, but you may well have to decide between leaving the house to him, or to your heirs. Another option might be to pay a fiduciary professional to be a trustee, leaving disposition of the house to a (hopefully) completely disinterested person.
You also could check your state's laws pertaining to a spousal trust.
My dad died left me executor of estate he had a girlfriend who hasn't been seen in years but her name is listed as joint owner we didn't know. What can I do to get it in my name?
Thanks for the insight! Too many people are blind sided by the Medicaid look back period we really appreciate you getting the word out.
Ok, but why would I need that? Not explained.
Homeowner insurance when adding "trust" the policy increase?
Medicaid and Nursing Homes have a 5 year look back policy for what they call asset recovery. They can put a lean on your home for reimbursement of payments for your long term care and health expenses even if you transfer the title to someone else, (like a family member), or put your home in a revocable trust. Placing your home in a trust at least 6 years Before the need for Nursing Home placement can help to prevent such leans. Setting up an Irrevocable Trust Fund for nursing home and long term care can also help prevent having a Government or nursing home lean on your house.
Many, many years ago, before I was born, my aunt and uncle were killed in an accident. My uncle either died at the scene or shortly after he arrived at the hospital. He had a will that left everything to my aunt but made no provisions for his underaged children. She died 3 days later without a will and with 5 minor children, the youngest of whom was only 2 or 3. That meant that estate couldn't be settled until he turned 21. Basically they couldn't use any of ny aunt and uncle's money and had to go on welfare plus contributions from the extended family. My parents' wills always included the requirement that the beneficiary must survive them by 30 days, else there was another beneficiary, plus providing a guardian for me. Other people's parents threw big parties or bought them a new car when they turned 21. My parents took me to the lawyer to write my will. They also had to redo theirs to reflect that I was of age and didn't need a guardian. And please go to a lawyer to draw up your will. Don't do it yourself or use one of those will kits you see online. You have no idea how much money lawyers make fighting those wills in court. Many of them don't even meet the most minimal legal standards for a valid will.
I have already heard great things about you from Attorney Sue Sayward!
Seems like a lot of trouble and work solely to avoid probate. Wouldn't that mitigate against it?
Honestly, creating a trust is not that bad or hard. The lawyers do everything. The initial cost will sting. It could cost between $5000 to 10,000. Depending on the complexity. The cost definitely outweighs needing to go to probate. Because that could be a very lengthy process. Even if there’s no family turmoil and maybe you’re single or maybe have a couple siblings. Having everything in the trust is so much easier to liquidate then going to court and proving everything is passed down to you. The trust and a death certificate that’s literally all you need when needing to work with the bank, the town, realtor, etc. We kind of dealt with this when my wife’s brother passed away. He died intestate which means no will or trust, but his assets were below $186,000 (which is the limit in our state before you have to go to probate). It was so much easier closing his bank accounts re-registering his car. No court involved at all
Simple to get done in the end you will be grateful
@@TheK9Shepherd Sorry to bust your bubble but 10 thousand gets you an easy to forge estate plan that cost our family 50% in Billable Litigation hours. And the Estate Planner who promised peace of mind refused to help because he spent the 10 grand to keep the lights on. A complete Forgery Proof administration with about a hundred steps behind closed doors cost 5 to 10 percent of our gross estate value. For a NICER approved Legalese Administration Lawyer and their team of allied legal professionals protecting us when we're vulnerable and our loved ones when we're not around.
I need to understand this option.
Here to support you
8f it's not a "Private Express Trust created under the common law and within a foreign jurisdiction" I'm not interested. Any "Trust formed under or within the jurisdiction of the statutory policies of the [District of Columbia] is still subject to legislative enactments. See Blacks Law Dictionary 4th edition.
I am interested in the private express trust can you direct me to who can help me set up one please
This video on last-minute gifting and estate taxes was super informative! It's a confusing topic, so I appreciate you breaking it down so clearly. For someone like me who isn't a legal expert, are there any red flags to watch out for that might indicate needing to speak with an estate planning attorney? I run a dream interpretation channel, and I'm always curious about how people deal with anxieties around the future in their dreams. Do you think there's a connection between people's financial worries and the types of dreams they have? This is exactly the kind of practical legal advice video I've been looking for. Great job! Liked and subscribed.
😂AMRJITok😂🎉
Be very careful about refinancing. Apparently my mother-in-law did that. The house was pulled out of the trust but never put back in. We didn't find out till about 10 years later. She was still alive but we had to pay the attorney to update the trust and pull the house back in. So just double/triple check. 🙂
Happened to us too
Thanks for the Tip I'll check to see if our Forgery Proof Legalese Administration Lawyer is on top of that.
@@TrustVictims And it's not so much fraud or a scam. It's just that when you refinance, for whatever reason the house gets pulled out of the trust. I am sure it was on the up and up however with a 70yo mother in law, I am not sure she fully understood the ramifications. Or if there is even a choice to opt out to pull the house out. Anyways, just FYI if you refinance with a house in a trust 🙂
Excellent advice and video, thanks!
Thank you, Very clear and helpful.
Thinks you for being as Clare as you cood I gass but that's involovotrust🎉❤ godddess😊
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The amount should be adjusted for inflation. 100k in 1990 is equal to 207k in 2021. You earned nothing.
Happy Holidays to all! Thank you for the great videos!
I am 77 years old I don't have a landline anymore because it was shut off Verizon
If it is written in an irrevocable trust” trustee has “unlimited authority” , is that enough for true unlimited authority?
Regarding what you found about Lincoln declaring Thanksgiving a national holiday: This was, as I understand it, an action full of significance. 1863 was in the midst of the Civil War. Thanksgiving was celebrated in many localities at that time, but there was no sense of it being a a national ritual. Lincoln hoped that by declaring it a national holiday, it would provide a little bit of a sense that "we all do this together, North and South," a glue that might do its small part in binding the nation together.
Thanks for the info. I'm going to set a goal of 4,501 calories!
Happy Thanksgiving 🦃❤️
I’m new to this world and I work for a small wealth management company. We don’t have in house counsel. My question is for a irrevocable grantors trust and when the firm is Trustee, who signs the agreement paperwork? The grantor or the beneficiary of the trust?
Very helpful information. Thank you.