Jump to Navigation
Call To Schedule A Consultation | (781) 708-0115 |(866) 323-3440

Coordinating Estate and Financial Planning

We Make Your Goals Our Priority

You know that estate planning is important for your future, but you may not know what options are available or which estate planning tools best fit your financial and life goals. At the law firm of Samuel, Sayward & Baler LLC, in Dedham, Massachusetts, we help individuals and business owners protect their assets by advising clients about estate planning options that will meet their goals.

The experienced estate planning lawyers at Samuel, Sayward & Baler LLC, guide clients through the estate planning process. To schedule a consultation, contact our office by phone or by e-mail.

Our priority is to serve our clients' goals. These goals vary according the unique needs of each individual and family:

  • For families with a business, planning for the future of that business when the principal retires or dies is often one of the most important aspects of their estate plan to consider. We help clients explore the options available to them and explain the legal issues surrounding business succession. In many cases, reducing or eliminating estate taxes is a vital component of the plan.
  • For clients with significant amount assets, trusts can be an important part of their estate plan, by providing for management of assets, avoidance of probate and reduction or elimination of estate taxes. In addition, we can offer the option to work with financial advisors with whom we have experience, including Samuel Financial Inc., a financial services firm owned by Steven Joshua Samuel.

Planning for retirement and for the future of your family is a smart and important decision. At Samuel, Sayward & Baler LLC, we help clients coordinate their estate planning and help them choose the best options to fit their needs. Contact our office in Dedham, Massachusetts, to schedule an appointment with an experienced estate planning attorney.

NAELA™ National Academy of Elder Law Attorneys, Inc. Member | REBA Member | Member WealthCounsel®