Samuel, Sayward & Baler LLC

[Samuel, Sayward & Baler LLC @ssb_llc]

Leaving the house to your kids: how to avoid common pitfalls #EstatePlanning #Inheritance #FamilyHome

[Samuel, Sayward & Baler LLC @ssb_llc]

What prevents people from end-of-life planning? How to demythologize the process and facilitate easier planning: #EndOfLifePlanning #EstatePlanning #EstatePlanningMisconceptions

https://t.co/RgeMo3udAo

[Samuel, Sayward & Baler LLC @ssb_llc]

Generation Skipping trusts: what is a GST and how does it work? #GenerationSkippingTrust #Trust #EstatePlan

https://t.co/hQ0SNdy8O1

[Samuel, Sayward & Baler LLC @ssb_llc]

Personal reflection on estate planning: the accident that prompted me to make an estate plan and how to make one before the moment slips away #EstatePlanning #Reflections #Preparation

https://t.co/PIVhbwtof5

[Samuel, Sayward & Baler LLC @ssb_llc]

New estate planning strategies after the passage of the “Big Beautiful Bill” #BigBeautifulBill #EstatePlanning

https://t.co/hNHu2deuEX

[Samuel, Sayward & Baler LLC @ssb_llc]

When your succession plan includes reincarnation: The Dalai Llama gives powers to trust to identify reincarnated successor #SuccessionPlan #DalaiLlama #Trust

https://t.co/LTgMhn4QgM

[Samuel, Sayward & Baler LLC @ssb_llc]

Tariffs and estate plans: how business owners may be affected #Tariffs #EstatePlanning #BusinessOwner

https://t.co/gH4sU6gX0s

[Samuel, Sayward & Baler LLC @ssb_llc]

Love knows no age limits, but when getting into a relationship late in life it’s best to have a conversation to ensure you don’t make critical estate planning mistakes #LoveLaterInLife #EstatePlanning #SecondMarriage

https://t.co/bLu1aP0o3R

[Samuel, Sayward & Baler LLC @ssb_llc]

Lessons from Jimmy Buffett’s estate battle: disputes may arise between loved ones and professionals when co-trustees are chosen to manage an estate #Trustee #Estate #CoTrustee #ProfessionalTrustee #JimmyBuffett

https://t.co/nFFXzEJxcq

[Samuel, Sayward & Baler LLC @ssb_llc]

The “big beautiful bill” touches many areas impacting estate planning that go beyond estate taxes: #EstateTax #EstatePlan #BigBeautifulBill #PlanningForTheFuture

https://t.co/iPXKsZkhRL

[Samuel, Sayward & Baler LLC @ssb_llc]

Overcoming the conflict that can come with estate planning for blended families #EstatePlanning #BlendedFamily #EstatePlan

https://t.co/BHgOKRaehy

[Samuel, Sayward & Baler LLC @ssb_llc]

Estate planning for LGBTQIA people: why so many people are rushing to make an estate plan #EstatePlanning #LGBTQIA #PeaceOfMind

https://t.co/qFsmuOQr3s

[Samuel, Sayward & Baler LLC @ssb_llc]

Fair or Equal? How to an approach an estate plan where an even split is not possible: #EstatePlan #FairNotEqual #ContestedEstate

https://t.co/jU6EIDBXhR

[Samuel, Sayward & Baler LLC @ssb_llc]

What happens if your child becomes an influencer? New laws are reframing how families can create security for their child through trusts and life insurance: #Trusts #LifeInsurance #Children #ChildActor #Influencer

https://t.co/9LlmhbhYdC

[Samuel, Sayward & Baler LLC @ssb_llc]

Who gets Mom’s ring? How to handle the incoming transfer of wealth between generations: #WealthTransfer #GenerationalWealthTransfer #BabyBoomer

https://t.co/bSmGTl4YrP

[Samuel, Sayward & Baler LLC @ssb_llc]

Estate planning professional discusses a caring way to introduce estate planning topics to children #EstatePlanning #EstatePlanningConversation #YoungChildren #DeathLiteracy

https://t.co/3bJg4I6ZNM

[Samuel, Sayward & Baler LLC @ssb_llc]

Small symbols with big consequences: a look at how emojis are becoming important factors in battles over inheritances #EstatePlanning #ContestedEstate #Inheritance #Emoji

https://t.co/k08qVvlwsW

[Samuel, Sayward & Baler LLC @ssb_llc]

Did we unfairly receive an inheritance? Answering a question about what to do about an unexpected inheritance: #Inheritance #Disinheritance #ContestedEstate #EstatePlan

https://t.co/vyE7TxmvyG

[Samuel, Sayward & Baler LLC @ssb_llc]

Exploring transfer on death implications: #TransferOnDeath #Tax #EstatePlanning

https://t.co/ALiIBzJDpm

[Samuel, Sayward & Baler LLC @ssb_llc]

5 scams that target seniors and how to avoid them: #ElderLaw #Seniors #Scams

https://t.co/F4qeuO3jvQ