Blogs

Lifetime Protection for You and Your Family – By Jane Lebak
“My ninety-year-old great aunt is one of your lifetime protection program clients, but her nursing home won’t let me talk to her!” And with that call, Dennis Sullivan of Dennis Sullivan and Associates was on the case. Within an hour, he’d leveraged his Power of...
Will Your Estate Plan Protect You, your Spouse and your Family?
It’s a New Year and, like most, you’ve probably made a list of resolutions…is protecting your family, your life savings and legacy on that list? If you do not have an estate and asset protection plan, then 2010 is the time to create one!Many erroneously believe that...
The Top 7 Mistakes in Estate Planning #7: Not Keeping Plans
Many families who set up estate planning several years ago are unaware that planning is an ongoing process. Family circumstances and laws change significantly over time, making their plan ineffective for their current needs. For an...
The Top 7 Mistakes in Estate Planning: #3 Not planning for the Massachusetts and Federal Estate Taxes
Mistake No. 3: Not planning for the Massachusetts and Federal Estate Taxes A trust is an effective way of doubling the amounts that a married couple can pass tax free to their children and grandchildren. While the federal estate tax free amounts continue to change and...
The Top 7 Mistakes in Estate Planning #5: Not Planning for the Cost of Nursing Home Care
One out of every three adults over the age of 65 will need nursing home care for some period of time, and increasing health care and nursing home costs are one of the greatest threats to a comfortable retirement. The costs in...
The Top 7 Mistakes in Estate Planning #6: Not Planning to Protect Children and Grandchildren’s Inheritances
Many people have wonderful, effective planning to pass their wealth down to the next generation, but what then? Inheritances distributed outright can be lost, to divorce, lawsuits and creditors. It is critical to consider...
The Top 7 Mistakes in Estate Planning: #1 Not Planning to Avoid Probate
During the Middle Ages, crusaders sailing East developed Trusts to protect their families and their assets when they could not. A lot has changed over the centuries, but the essential purpose of estate planning has not. People plan to protect themselves and...
Alzheimer’s Disease Won’t Just Hurt You and Your Family, It Can Destroy Your Financial Security and Legacy
Alzheimer's disease affects as many as 5.3 million people in the United States; which means it affects as many as 5.3 million families, because Alzheimer's is a disease that affects everybody it touches - husbands, wives, children and grandchildren - they all bear...
The Top 7 Mistakes in Estate Planning: #2 Not Planning for a Disability
Mistake No. 2: Not planning for a disability Disability is more likely than death in any given year. Do you know what will happen to your family, health and financial decisions if you were to become disabled? Who would pay your bills, access your bank accounts and...
Massachusetts Estate Planning Strategies for Life’s Changes
Over time, your family will face a number of changes. From when you purchase your first home and your children are born to the time they leave for college and you plan for retirement and beyond, new issues and concerns arise. With...
Request a Consultation
Resources Available By Request
Discover how you can protect your home, spouse, family and life savings from increasing medical and nursing home costs.




