Massachusetts Estate Planning & Asset Protection Blog

Happy Holidays From Dennis Sullivan & Associates

Posted by Massachusetts Estate Planning & Elder Law Attorney, Dennis B. Sullivan, Esq., CPA, LLM on Fri, Dec 20, 2013

Happy Holidays, Estate Planning
Happy Holidays
Don%27t forget

 

How You and Your Loves Ones will benefit from the Special Features of your plan from the Estate Planning & Asset Protection Law Center

  • The Unique "Personal Asset Trust" (enhanced protection for your beneficiaries' inheritance from the claims of spouses and creditors, lawsuits, loss of government benefits, and estate taxes when they pass down their inheritance)

  • Unusual Flexibility (your Trust can adapt after your disabled or gone, to the changed needs and circumstances of you and your beneficiaries and to change in the laws-to help ensure your Trust carries out your original intent)

  • Often Overlooked HIPAA Provisions (so your spouse and other Successor Trustees won't be forced into court to gain access to your important medical information when you become ill or disabled  and important financial  and medical decisions need to be made right away)

  • The MassHealth "Trap Door" (The tools your Trustee may need to qualify you more quickly for government nursing care benefits should you ever need them, possibly without requiring your family to later pay them back, please note this planning must be coordinated well in advance)

  • The Lifetime Protection Program (free phone calls, follow-up notices, special invitation members only events, review meeting every year with you and your Successor Trustee, if you wish to invite them, to be sure your plan is properly maintained and carried out)

  • The Owners Manual (including everything you need to properly understand and implement your trust plan, such as a Trust Flow Chart, Funding Instructions, Location and Contacts List, Personal Property Memorandum)

  •  The Trustee Manual (so your spouse or other Successor Trustee knows exactly, step-by-step, what to do and not to do, if you become ill,disabled or pass away)

  • Veteran's Benefit Planning (for qualified veterans including free application coordination, which may be helpful for in-home care or assisted living facility expenses)

  •  The Beneficiary Manual (so your beneficiaries may properly "drive" their Personal Asset Trust "vehicles" to maximize its protective benefits)

  • The Health Document Emergency Card (so you know your Health Care Decision Documents will always be readily available if you're rushed to a hospital)

  • The Trust ID Card (so you can be sure to properly get and keep your assets in your Trust and avoid costly Court conservatorship and probate proceedings)

 Below is a way to help spread holiday cheer this year! Here's a recipe that every generation will have fun making!

Cocoa Thumbprints

Recipe courtesy Food Network Magazine

Total Time: 1 hr 15 min
Prep: 1 hr 0 min
Cook: 15 min
Yield: about 3 dozen cookies
Level: Easy


Ingredients
1 1/2 cups all-purpose flour
3/4 cup granulated sugar, plus 1/2 cup for rolling
1/2 cup unsweetened Dutch-process cocoa powder
1 teaspoon baking powder
1/2 teaspoon salt
6 tablespoons unsalted butter, melted
2 large eggs, lightly beaten
1/2 cup confectioners' sugar
Sprinkles, mini marshmallows, mini candies or dried fruit, for filling

Directions
Whisk the flour, 3/4 cup granulated sugar, the cocoa powder, baking powder and salt in a medium bowl. Add the melted butter and eggs and stir until combined. Cover and refrigerate the dough until firm, about 30 minutes.

Preheat the oven to 325 degrees F. Line 2 baking sheets with parchment. Place the confectioners' sugar and the remaining 1/2 cup granulated sugar in 2 separate small bowls. Roll scant tablespoonfuls of dough into balls; roll in the granulated sugar and then in the confectioners' sugar. Place 1 inch apart on the prepared baking sheets. Lightly flatten each ball with your fingers and make a deep 1/2-inch-wide indentation in the centers with your thumb. Place your choice of filling in the indentation.

Bake the cookies until puffed and slightly cracked, about 10 minutes. Let cool 3 minutes on the baking sheets, then transfer to racks to cool completely.

Click Here to Register For Our Trust, Estate & Asset  Protection Workshop

Recipe: Here

 

 

 

Tags: Estate Planning, Estate Planning, trusts, VA benefit, Estate Planning Tip, 2014, estate, Estate Planning Recommendations, Dennis Sullivan

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