Samuel, Sayward & Baler LLC (@ssb_llc) header
Samuel, Sayward & Baler LLC (@ssb_llc) profile picture

Samuel, Sayward & Baler LLC

@ssb_llc
Joined June 2018
  • Tweets1.2K
  • Following0
  • Followers20
22Media
Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)Photo by Samuel, Sayward & Baler LLC (@ssb_llc)
Leaving the house to your kids: how to avoid common pitfalls #EstatePlanning #Inheritance #FamilyHome
5
What prevents people from end-of-life planning? How to demythologize the process and facilitate easier planning: #EndOfLifePlanning #EstatePlanning #EstatePlanningMisconceptions theconversation.com/end-of-l…
End-of-life planning can be hampered by misconceptions − but the process is easier than you might...

End-of-life planning can be hampered by misconceptions − but the process is easier than you might...

COVID-19 highlighted the need to plan for medical emergencies, but most people still avoid the issue.

theconversation.com
5
Generation Skipping trusts: what is a GST and how does it work? #GenerationSkippingTrust #Trust #EstatePlan nerdwallet.com/article/inves…
How to Open a Trust Account - NerdWallet

How to Open a Trust Account - NerdWallet

To open a trust account: Choose the trust type, create a trust agreement, add beneficiaries and trustee(s), pick the institution and provide documents.

nerdwallet.com
6
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 marketwatch.com/story/many-o…

This pushed me into finally making an estate plan. It was a life-changing decision.

If you recognize that you need a plan, don’t let the moment slip away.

marketwatch.com
3
New estate planning strategies after the passage of the “Big Beautiful Bill” #BigBeautifulBill #EstatePlanning forbes.com/sites/martinshenk…
1
1
3
When your succession plan includes reincarnation: The Dalai Llama gives powers to trust to identify reincarnated successor #SuccessionPlan #DalaiLlama #Trust reuters.com/world/china/dala…
Dalai Lama says he will be reincarnated, Trust will identify successor

Dalai Lama says he will be reincarnated, Trust will identify successor

The statement puts to rest speculation, started by the Dalai Lama himself, that he may be the last of Tibet's spiritual leaders.

reuters.com
24
Tariffs and estate plans: how business owners may be affected #Tariffs #EstatePlanning #BusinessOwner nextavenue.org/tariff-threat…
1
1
4
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 ca.style.yahoo.com/7-critica…

7 critical estate planning mistakes to avoid if you're in a new relationship, according to a...

Finding love again should be joyful; not a legal nightmare waiting to happen.

ca.style.yahoo.com
16
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 theconversation.com/legal-wr…
Legal wrangling over estate of Jimmy Buffett turns his widow’s huge inheritance into a cautionary...

Legal wrangling over estate of Jimmy Buffett turns his widow’s huge inheritance into a cautionary...

Choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your property.

theconversation.com
1
1
24
The “big beautiful bill” touches many areas impacting estate planning that go beyond estate taxes: #EstateTax #EstatePlan #BigBeautifulBill #PlanningForTheFuture forbes.com/sites/martinshenk…
Big Beautiful Estate Plan: Impact Of The Big Beautiful Bill (OBBBA)

Big Beautiful Estate Plan: Impact Of The Big Beautiful Bill (OBBBA)

The Big Beautiful Bill modifies scores of tax laws and every taxpayer will be effected. Estate planning will remain important and should not be ignored.

forbes.com
2
Overcoming the conflict that can come with estate planning for blended families #EstatePlanning #BlendedFamily #EstatePlan britannica.com/money/estate-…
Estate Planning & Wills for Blended Families | Britannica Money

Estate Planning & Wills for Blended Families | Britannica Money

Estate planning for blended families requires careful consideration of individual needs, open communication, and nuanced decision-making.

britannica.com
2
Estate planning for LGBTQIA people: why so many people are rushing to make an estate plan #EstatePlanning #LGBTQIA #PeaceOfMind marketwatch.com/story/why-lg…

Why LGBTQ+ couples are racing to do estate planning right now: ‘I don’t know an LGBTQ person that...

“Marriage gives you privilege. Estate planning gives you power,” said one estate-planning lawyer. Here are some LGBTQ-focused tips.

marketwatch.com
6
Fair or Equal? How to an approach an estate plan where an even split is not possible: #EstatePlan #FairNotEqual #ContestedEstate kiplinger.com/retirement/est…
Is Your Will Actually Fair? Why Estate Planning Isn't Just About the Math

Is Your Will Actually Fair? Why Estate Planning Isn't Just About the Math

Dividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs feel loved — not cheated.

kiplinger.com
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 kiplinger.com/personal-finan…

Trusts for Child Influencers: What Families Need to Know

As video blogging, or vlogging, gains popularity (and profitability), new laws are shaping financial obligations for caregivers of young creators.

kiplinger.com
7
Who gets Mom’s ring? How to handle the incoming transfer of wealth between generations: #WealthTransfer #GenerationalWealthTransfer #BabyBoomer npr.org/transcripts/12535524…

Who should get mom's ring? : The Indicator from Planet Money

By 2048, more than $100 trillion is expected to be inherited, or passed down from one family member to another. But a lot of the time, the money doesn't end up where it's intended. On today's show,...

npr.org
6
Estate planning professional discusses a caring way to introduce estate planning topics to children #EstatePlanning #EstatePlanningConversation #YoungChildren #DeathLiteracy businessinsider.com/how-talk…
I work for an estate planning company. Here's how I talk to my daughter in a non-morbid way about...

I work for an estate planning company. Here's how I talk to my daughter in a non-morbid way about...

Casey Cohen, the CMO of The Estate Registry, started talking to his daughter about his estate plan when she was still in elementary school.

businessinsider.com
4
Small symbols with big consequences: a look at how emojis are becoming important factors in battles over inheritances #EstatePlanning #ContestedEstate #Inheritance #Emoji kiplinger.com/retirement/emo…
Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances

Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances

Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.

kiplinger.com
24
Did we unfairly receive an inheritance? Answering a question about what to do about an unexpected inheritance: #Inheritance #Disinheritance #ContestedEstate #EstatePlan moneywise.com/managing-money…

‘Really weird vibes’: This man says his wife’s grandma left them part of a multi-million dollar...

There may be a reason grandma distributed her estate that way.

moneywise.com
1
Exploring transfer on death implications: #TransferOnDeath #Tax #EstatePlanning findlaw.com/estate/probate/t…

Tax Implications of Transfers on Death - FindLaw

FindLaw explains transfer-on-death (TOD) accounts, covering probate avoidance, tax implications, and estate planning strategies. Learn more at FindLaw.com.

findlaw.com
5 scams that target seniors and how to avoid them: #ElderLaw #Seniors #Scams britannica.com/money/prevent…

Elder Fraud: Common Scams Targeting Seniors | Britannica Money

Seniors are often more vulnerable to financial scams that can wipe out their savings. Learn the most common scams that target the elderly & how to avoid them.

britannica.com
Load more