Blogs

Discover Why Life, Health and Disability Planning is More Important Now Than Ever
Yes, these are indeed challenging times! Up is down, down is up and everything in between seems jumbled up way beyond what we would have believed just a few short months ago. Its more reason to get a reasonable handle on things. Nowhere is this more so than what it...

Legacy… Discover Your Core Values for a Better Life and a Better Future
Did you realize that with most entrepreneurs and successful individuals, the funds from inheritance are gone within three generations? As Warren Buffet said, you want to leave enough of a cushion so that the children and grandchildren can do whatever they want in...

INTERESTED IN PEACE OF MIND?GET ON TOP OF COVID-19
Yes, these are challenging times! Up is down, down is up and everything in between seems jumbled up way beyond what we would have believed just a few short months ago. Its more reason to get a reasonable handle on things. Nowhere is this more so than what it has taken...

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...
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...
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...
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...
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