Samuel, Sayward & Baler LLC

09/10/2026

Estate tax planning can be an important part of a comprehensive estate plan, especially for married couples.

In this video, Attorney Brittany Hinojosa Citron, Esq. discusses estate tax considerations and planning strategies that may help married couples reduce potential estate tax liability.

Every family and estate is different, and the right strategy depends on your assets, circumstances, and long-term goals.

Watch the full video at the link in bio.

09/10/2026

Estate tax planning can play an important role in a comprehensive estate plan, particularly for married couples.

In this video, Attorney Brittany Hinojosa Citron discusses estate tax considerations and strategies married couples may be able to incorporate into their estate plans to help reduce potential estate tax liability.

Every family and estate is different, and the right approach depends on your assets, circumstances, and long-term goals.

Watch the video: https://youtu.be/yVQcPog2M8c

Have questions about estate tax planning or want to review your current estate plan? Learn more or contact Samuel, Sayward & Baler: https://bit.ly/4cBrdEp

Estate tax planning can be an important part of creating a comprehe...

09/09/2026

So you were made a trustee: what’s next on the horizon?

It’s a major responsibility that goes far beyond just handing out money. Here is how to protect the assets — and yourself.

09/08/2026

The experience of caring for ageing parents: how to prepare financially and emotionally

Aging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.

09/08/2026

One week to go!

Join Attorney Leah Kofos on September 15 from 6–7 PM for Leave More, Not Less: How to Create a Legacy That Lasts, a free estate planning seminar at Samuel, Sayward & Baler in Dedham.

Learn how thoughtful estate planning can help protect what you’ve built, avoid common pitfalls, minimize taxes, and create a plan that reflects your goals and values.

Learn more and register at the link in our bio.

09/04/2026

In observance of Labor Day, the offices of Samuel, Sayward & Baler will be closed on Monday, September 7.

We wish everyone a safe and enjoyable holiday weekend.

09/02/2026

Alternatives to Rupert Murdoch's estate planning choice that caused legal battles among heirs:

A single architectural flaw buried inside a 25-year-old family trust set off a legal battle that nearly tore the Murdoch empire apart, and the fix that finally ended it offers a cautionary lesson for anyone who thinks a signed trust document is the same as a finished plan.

09/02/2026

Life insurance can be an important part of an estate plan, but it does not replace the other documents that help protect you and your family.

A complete estate plan may also include a will or trust, powers of attorney, health care documents, and guardianship decisions for minor children.

Each piece serves a different purpose and works together to help ensure your wishes are carried out.

Learn more about estate planning at the link in our bio.

09/01/2026

How retirement planning, long-term care and estate planning fit together for people without kids

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

09/01/2026

Back-to-school season has a way of putting everyone back into planning mode.

For parents, one important item that deserves a place on the to-do list is estate planning. A thoughtful plan can help make sure there are clear instructions for your children, your assets, and who should step in if you are unable to care for them.

If you have children depending on you, your estate plan should be part of the conversation.

Learn more at the link in our bio.