May 1, 2020 | 2020, Elder Law, Estate Planning, estate tax, Metro West Estate Plan, new-year39s-resolutions
January is an exciting time when we can come together with our loved ones and set our goals for the upcoming year. From healthy lifestyle changes and setting new financial goals to spending more time with family or planning for retirement, the New Year holds special...
May 1, 2020 | 2020, Estate Planning Tip
The New Year is an exciting time when we can come together with our loved ones and set our goals for the upcoming year. From healthy lifestyle changes and setting new financial goals to spending more time with family or planning for retirement, the New Year holds...
May 1, 2020 | 2020, living trusts
From the Files of the Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates A couple from the Metro West, concerned about all the tax and health care changes taking place in 2020, put together the following list for us to review:...
May 1, 2020 | 2020, legacy
What ‘Legacy’ Means in 2020 The concept of legacy can take on a lot of different meanings. On one level, it can be seen as a purely financial concern. The assets and capital you have worked so hard to accumulate and save over a lifetime. For much of the 20th century,...
May 1, 2020 | 2020, Tax Bill
With tax season here, many individuals are looking forward to receiving a tax refund soon. However, while it is nice to spend the extra funds on vacations and material things, reinvesting your wealth into your retirement savings, contributing to your bills, or...
